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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	PineBridge Investments New York	$178M	+$74.7M	38	3.37%	Increased
427	Kennedy Capital Management St Louis, Missouri	$178M	+$20M	22	3.31%	Increased
428	Oppenheimer Asset Management New York	$178M	+$1.82M	37	3.94%	Increased
429	Profund Advisors Bethesda, Maryland	$174M	-$141M	55	6.6%	Reduced
430	GGHC Gilder Gagnon Howe & Co New York	$174M	-$5.56M	11	1.77%	Reduced
431	Boston Trust Walden Boston, Massachusetts	$173M	+$5.96M	9	2.38%	Increased
432	Hosking Partners London, United Kingdom	$172M	-$4.76M	8	3.8%	Reduced
433	Driehaus Capital Management Chicago, Illinois	$172M	+$50M	10	5.29%	Increased
434	Todd Asset Management Louisville, Kentucky	$172M	-$21.6M	7	4.72%	Reduced
435	MAM Melqart Asset Management London, United Kingdom	$171M	-$34.6M	1	15.96%	Reduced
436	Element Capital Management New York	$171M	+$109M	35	3.42%	Increased
437	QIM Quantitative Investment Management Charlottesville, Virginia	$170M	-$12.4M	24	5.98%	Reduced
438	Van Berkom & Associates Montreal, Quebec, Canada	$170M	+$4M	4	4.83%	Increased
439	Sachem Head Capital Management New York	$169M	+$33.6M	1	7.87%	Increased
440	Wasatch Advisors Salt Lake City, Utah	$169M	+$14.4M	5	1.93%	Increased
441	WorldQuant Millennium Advisors New York	$168M	-$3.86M	12	5.64%	Reduced
442	Fort Washington Investment Advisors Cincinnati, Ohio	$166M	-$8.42M	16	1.63%	Reduced
443	SRC Shufro Rose & Co New York	$165M	+$235K	10	15.35%	Increased
444	Jacobs Levy Equity Management Florham Park, New Jersey	$164M	-$41M	33	2.32%	Reduced
445	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$163M	+$11.9M	35	3.39%	Increased
446	Impax Asset Management Group London, United Kingdom	$163M	+$179M	9	2.35%	New
447	Becker Capital Management Portland, Oregon	$163M	+$11.9M	7	5.19%	Increased
448	Cornerstone Investment Partners Atlanta, Georgia	$163M	-$668K	3	6.84%	Reduced
449	Cambridge Investment Research Advisors Fairfield, Iowa	$162M	+$22M	37	1.55%	Increased
450	FQ First Quadrant Glendale, California	$161M	-$59.8M	29	3.59%	Reduced