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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	Cullen Capital Management New York	$162M	-$2.91M	5	6.99%	Reduced
427	MICM Matthews International Capital Management San Francisco, California	$161M	-$32.3M	2	9.87%	Reduced
428	Nissay Asset Management Tokyo, Japan	$160M	-$3.14M	22	4.43%	Reduced
429	MVIP Mar Vista Investment Partners Los Angeles, California	$160M	+$50.8M	2	5.36%	Increased
430	SM Senvest Management New York	$158M	+$8.46M	4	13.66%	Increased
431	Advisors Asset Management Monument, Colorado	$158M	-$4.54M	50	3.18%	Reduced
432	Twin Tree Management Dallas, Texas	$157M	+$69.9M	21	0.98%	Increased
433	Oppenheimer Asset Management New York	$157M	+$4.83M	45	3.88%	Increased
434	Zacks Investment Management Chicago, Illinois	$156M	-$47.2M	15	3.77%	Reduced
435	Paradigm Capital Management Inc Albany, New York	$156M	+$4.49M	15	15.31%	Increased
436	ORIO Old Republic International (ORI) Chicago, Illinois	$154M	+$41.8M	4	4.58%	Increased
437	MAM Melqart Asset Management London, United Kingdom	$153M	+$6.36M	2	17.84%	Increased
438	PIP Permian Investment Partners Dallas, Texas	$152M	+$76M	2	25.41%	Increased
439	D.A. Davidson & Co Great Falls, Montana	$152M	+$11.6M	26	2.96%	Increased
440	CCI Columbus Circle Investors	$152M	+$9.92M	7	4.3%	Increased
441	Hosking Partners London, United Kingdom	$150M	+$9.36M	8	4.28%	Increased
442	Zevenbergen Capital Investments Edmonds, Washington	$149M	+$17.6M	2	6.49%	Increased
443	SAM Shell Asset Management The Hague, Netherlands	$149M	-$16.5M	36	3.7%	Reduced
444	DIGDR Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil	$149M	+$151M	1	27.61%	New
445	Marshall Wace Asia Central, Hong Kong	$149M	+$149M	2	5.47%	Increased
446	Todd Asset Management Louisville, Kentucky	$146M	-$2.76M	8	4.67%	Reduced
447	Burgundy Asset Management Toronto, Ontario, Canada	$145M	+$24.6M	2	1.55%	Increased
448	Jacobs Levy Equity Management Florham Park, New Jersey	$145M	+$2.58M	27	2.55%	Increased
449	SRC Shufro Rose & Co New York	$145M	-$34K	8	16%	Reduced
450	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$144M	-$8.82M	7	0.99%	Reduced