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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	Comgest Global Investors Paris, France	$165M	-$21.2M	1	4.44%	Reduced
427	South Dakota Investment Council Sioux Falls, South Dakota	$165M	+$1.32M	20	3.36%	Increased
428	DCM Dupont Capital Management Wilmington, Delaware	$165M	-$9.34M	30	3.65%	Reduced
429	TAL TIG Advisors LLC New York	$165M	-$15.3M	1	14.24%	Reduced
430	Boston Trust Walden Boston, Massachusetts	$164M	-$6.67M	8	2.56%	Reduced
431	Highbridge Capital Management New York	$164M	+$18.1M	36	2.38%	Increased
432	WCMNY Westchester Capital Management (New York) Valhalla, New York	$163M	+$36.5M	1	4.47%	Increased
433	Cincinnati Insurance Fairfield, Ohio	$161M	+$35.6M	3	5.12%	Increased
434	Utah Retirement Systems Salt Lake City, Utah	$161M	+$837K	24	3.84%	Increased
435	Meyer Handelman Company Rye Brook, New York	$160M	-$624K	8	6.83%	Reduced
436	AssetMark Inc Concord, California	$159M	+$9.11M	31	2.1%	Increased
437	BAPIM British Airways Pensions Investment Management London, United Kingdom	$158M	-$64.7M	5	4.75%	Reduced
438	Wasatch Advisors Salt Lake City, Utah	$158M	-$28.9M	7	2.32%	Reduced
439	Van Berkom & Associates Montreal, Quebec, Canada	$157M	+$4.35M	4	5.89%	Increased
440	Mirae Asset Global Investments Seoul, South Korea	$156M	+$2.15M	24	2.91%	Increased
441	Oaktree Capital Management Los Angeles, California	$156M	+$9.97M	3	2.26%	Increased
442	TCA Taconic Capital Advisors New York	$155M	+$9.1M	1	17.24%	Increased
443	William Blair & Company Chicago, Illinois	$155M	-$806K	27	1.25%	Reduced
444	Bowen Hanes & Co Ponte Vedra Beach, Florida	$155M	+$2.05M	6	7.76%	Increased
445	Columbia Wanger Asset Management Chicago, Illinois	$155M	+$18.8M	4	2.17%	Increased
446	Oppenheimer Asset Management New York	$154M	+$150M	47	4.4%	New
447	AIM Assured Investment Management New York	$154M	-$62M	18	3.11%	Reduced
448	CIBC Asset Management Toronto, Ontario, Canada	$153M	-$2.75M	25	1.05%	Reduced
449	Nicholas Company Milwaukee, Wisconsin	$152M	+$28.5M	4	3.46%	Increased
450	Walleye Trading New York	$152M	+$17.1M	45	1.06%	Increased