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Semiconductors

Semiconductor companies design and manufacture the chips underneath every other technology theme. The industry is deeply cyclical and enormously capital hungry, and a handful of firms control the steps that no one else can perform.

178 stocks

Advanced Packaging Analog & Power Semis Photonics & Optical Interconnect Semicap & Lithography

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
426	Rothschild & Co Asset Management US Stamford, Connecticut	$122M	-$61.1M	10	2.29%	Reduced
427	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$122M	+$4.49M	4	13.2%	Increased
428	Congress Asset Management Boston, Massachusetts	$122M	-$33.6M	7	2.95%	Reduced
429	BWCA Brenner West Capital Advisors New York	$122M	+$1.34M	1	9.6%	Increased
430	DCM Daruma Capital Management New York	$122M	-$6.86M	3	7.61%	Reduced
431	Mutual of America Capital Management New York	$121M	+$2.56M	35	2.68%	Increased
432	Carmignac Gestion Paris, France	$121M	$0	1	1.18%	Maintained
433	Edgewood Management Greenwich, Connecticut	$121M	-$264K	1	0.87%	Reduced
434	Fuller & Thaler Asset Management San Mateo, California	$120M	+$875K	28	2.34%	Increased
435	Royal London Asset Management United Kingdom	$119M	-$94.7M	15	2.93%	Reduced
436	Welch & Forbes Boston, Massachusetts	$118M	+$2.25M	11	3.68%	Increased
437	ST Spinnaker Trust Portland, Maine	$118M	-$2.26M	5	16.53%	Reduced
438	Appaloosa LP Short Hills, New Jersey	$117M	+$108M	1	2.07%	New
439	Oaktree Capital Management Los Angeles, California	$117M	-$2.99M	2	2.1%	Reduced
440	RNC Capital Management Los Angeles, California	$116M	-$7.99M	6	11.51%	Reduced
441	SRC Shufro Rose & Co New York	$116M	-$1.24M	8	13%	Reduced
442	Magnetar Financial Evanston, Illinois	$116M	-$353M	10	1.79%	Reduced
443	AAM Ardevora Asset Management London, United Kingdom	$116M	+$34.8M	5	5.66%	Increased
444	Riverbridge Partners Minneapolis, Minnesota	$115M	+$1.33M	6	2.4%	Increased
445	ACR Alpine Capital Research St. Louis, Missouri	$115M	+$5.77M	1	9.13%	Increased
446	SP Summit Partners Boston, Massachusetts	$115M	-$141M	1	66.06%	Reduced
447	Edmond de Rothschild Asset Management (France) Paris, France	$114M	-$12.3M	6	4.95%	Reduced
448	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$113M	-$4.64M	9	6.15%	Reduced
449	Becker Capital Management Portland, Oregon	$113M	+$502K	4	4.86%	Increased
450	MG Meritage Group San Francisco, California	$113M	+$24.5M	1	2.54%	Increased