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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	DCM Dupont Capital Management Wilmington, Delaware	$154M	-$12.8M	23	3.46%	Reduced
427	Confluence Investment Management St. Louis, Missouri	$153M	+$11.5M	4	3.72%	Increased
428	Findlay Park Partners London, United Kingdom	$152M	+$14.3M	1	1.86%	Increased
429	Natixis Paris, France	$152M	-$161M	27	1.57%	Reduced
430	SAM Sentinel Asset Management Montpelier, Vermont	$151M	-$6.07M	8	3.76%	Reduced
431	SAM Shell Asset Management The Hague, Netherlands	$150M	-$18.5M	33	3.53%	Reduced
432	William Blair & Company Chicago, Illinois	$150M	+$11.5M	28	1.34%	Increased
433	Kennedy Capital Management St Louis, Missouri	$150M	-$68.8M	22	2.6%	Reduced
434	Segall Bryant & Hamill Chicago, Illinois	$150M	-$49.8M	16	3.75%	Reduced
435	Conning Inc Hartford, Connecticut	$149M	-$1.78M	17	5.95%	Reduced
436	Utah Retirement Systems Salt Lake City, Utah	$149M	-$943K	24	3.75%	Reduced
437	Van Berkom & Associates Montreal, Quebec, Canada	$148M	+$7.89M	4	5.95%	Increased
438	Zacks Investment Management Chicago, Illinois	$147M	+$5.84M	30	4.23%	Increased
439	Castleark Management Chicago, Illinois	$147M	-$26.8M	16	4.7%	Reduced
440	Dai-ichi Life Insurance Company Tokyo, Japan	$147M	+$140M	23	4.34%	New
441	CAM Cortina Asset Management Milwaukee, Wisconsin	$146M	-$1.97M	13	6.08%	Reduced
442	FC Fairpointe Capital Chicago, Illinois	$145M	-$8.6M	1	2.94%	Reduced
443	Ariel Investments Chicago, Illinois	$145M	+$32.4M	4	1.71%	Increased
444	ACM Atlanta Capital Management Atlanta, Georgia	$145M	-$7.79M	3	0.92%	Reduced
445	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$144M	+$117K	5	13.86%	Increased
446	Welch & Forbes Boston, Massachusetts	$144M	+$1.11M	9	4.3%	Increased
447	OA Oak Associates Akron, Ohio	$143M	+$616K	19	14.09%	Increased
448	KP Kiltearn Partners Edinburgh, United Kingdom	$143M	-$50M	1	5.15%	Reduced
449	CIBC Asset Management Toronto, Ontario, Canada	$142M	+$4.63M	25	1.02%	Increased
450	Stephens Investment Management Group Houston, Texas	$141M	+$3.41M	11	3.94%	Increased