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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	Voloridge Investment Management Jupiter, Florida	$197M	-$86.2M	13	4.63%	Reduced
427	Snyder Capital Management San Francisco, California	$196M	+$803K	6	9.69%	Increased
428	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$194M	+$2.45M	2	2.93%	Increased
429	AAM Ardevora Asset Management London, United Kingdom	$194M	-$72.8K	14	5.78%	Reduced
430	Paradigm Capital Management Inc Albany, New York	$194M	+$5.49M	13	16.4%	Increased
431	Zurich Insurance Group Zurich, Switzerland	$193M	-$32.6M	15	4.45%	Reduced
432	OMC Oasis Management Company Grand Cayman, Cayman Islands	$193M	+$227M	1	71.3%	New
433	MSA Mason Street Advisors Milwaukee, Wisconsin	$192M	+$1.66M	55	4.38%	Increased
434	Moore Capital Management New York	$190M	+$148M	7	3.81%	Increased
435	Scout Investments Kansas City, Missouri	$187M	+$26.1M	17	4.49%	Increased
436	River Road Asset Management Louisville, Kentucky	$187M	-$23.9M	3	3.79%	Reduced
437	Welch & Forbes Boston, Massachusetts	$187M	-$1.72M	12	4.81%	Reduced
438	CIBC Asset Management Toronto, Ontario, Canada	$186M	+$3.27M	28	1.21%	Increased
439	Fenimore Asset Management Cobleskill, New York	$186M	+$5.3M	4	7.18%	Increased
440	Clark Capital Management Group Philadelphia, Pennsylvania	$186M	-$72.9M	11	5.82%	Reduced
441	Hamlin Capital Management New York	$184M	-$12.1M	2	7.13%	Reduced
442	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$184M	$0	1	1.58%	Maintained
443	Hosking Partners London, United Kingdom	$184M	+$110K	7	4.07%	Increased
444	Dai-ichi Life Insurance Company Tokyo, Japan	$183M	+$6.36M	21	3.79%	Increased
445	MN Services Vermogensbeheer The Hague, Netherlands	$183M	+$2.43M	21	4.77%	Increased
446	Amalgamated Bank New York	$181M	+$10.9M	50	4.81%	Increased
447	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$181M	-$33.3M	25	1.69%	Reduced
448	FQ First Quadrant Glendale, California	$180M	-$58.8M	25	3.43%	Reduced
449	CI Cowen Inc New York	$179M	+$4.09M	5	0.27%	Increased
450	BA Boston Advisors Boston, Massachusetts	$179M	+$6.73M	17	4.59%	Increased