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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	AIM Assured Investment Management New York	$180M	-$12.7M	18	3.7%	Reduced
427	PAM PSquared Asset Management Zurich, Switzerland	$180M	+$11.5M	1	40.86%	Increased
428	Van Berkom & Associates Montreal, Quebec, Canada	$178M	+$4.16M	4	6.4%	Increased
429	Group One Trading Chicago, Illinois	$178M	+$16.4M	47	1.62%	Increased
430	Fenimore Asset Management Cobleskill, New York	$178M	-$8.38M	4	7.15%	Reduced
431	FQ First Quadrant Glendale, California	$177M	+$20M	27	3.42%	Increased
432	AssetMark Inc Concord, California	$176M	+$2.83M	46	2.01%	Increased
433	Comgest Global Investors Paris, France	$176M	-$12.7M	1	4.09%	Reduced
434	Cincinnati Insurance Fairfield, Ohio	$176M	+$4.84M	3	5.25%	Increased
435	Assenagon Asset Management Senningerberg, Luxembourg	$175M	+$156M	10	1.63%	Increased
436	Bowen Hanes & Co Ponte Vedra Beach, Florida	$174M	+$6.65M	6	8.19%	Increased
437	Scout Investments Kansas City, Missouri	$173M	+$39.6M	16	4.75%	Increased
438	First Manhattan New York	$173M	-$6.84M	27	0.99%	Reduced
439	TGA Trilogy Global Advisors Winter Park, Florida	$172M	-$69.2M	2	10.88%	Reduced
440	CIBC Asset Management Toronto, Ontario, Canada	$172M	-$1.92M	26	1.08%	Reduced
441	Simplex Trading Chicago, Illinois	$171M	-$27.6M	57	7%	Reduced
442	Empyrean Capital Partners Los Angeles, California	$171M	+$119M	3	6.55%	Increased
443	Miller Howard Investments Kingston, New York	$170M	-$31.1M	4	3.5%	Reduced
444	Laurion Capital Management New York	$169M	-$138M	34	0.75%	Reduced
445	Boston Trust Walden Boston, Massachusetts	$168M	+$2.99M	9	2.61%	Increased
446	Oppenheimer Asset Management New York	$167M	-$5.73M	54	4.35%	Reduced
447	MN Services Vermogensbeheer The Hague, Netherlands	$167M	+$2.07M	21	4.4%	Increased
448	FC Fairpointe Capital Chicago, Illinois	$167M	-$3.96M	1	3.3%	Reduced
449	MSA Mason Street Advisors Milwaukee, Wisconsin	$167M	-$2.44M	50	3.97%	Reduced
450	Chartwell Investment Partners Berywn, Pennsylvania	$166M	+$12.9M	20	5.68%	Increased