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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	Causeway Capital Management Los Angeles, California	$251M	-$5.11M	3	7.02%	Reduced
427	Advisors Capital Management Ridgewood, New Jersey	$247M	+$21.5M	20	6.61%	Increased
428	Oppenheimer Asset Management New York	$246M	-$277K	40	4.35%	Reduced
429	CA Capitolis Advisors New York	$244M	+$11.3M	6	17.34%	Increased
430	Haverford Trust Company Radnor, Pennsylvania	$243M	+$6.53M	12	3.33%	Increased
431	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$242M	+$5.9M	26	3.14%	Increased
432	AKO Capital London, United Kingdom	$239M	-$53.1M	1	3.94%	Reduced
433	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$239M	-$13.9M	38	1.84%	Reduced
434	Martingale Asset Management Boston, Massachusetts	$238M	-$32.1M	19	4.75%	Reduced
435	Lyrical Asset Management New York	$237M	-$32.3M	1	4.9%	Reduced
436	Zevenbergen Capital Investments Edmonds, Washington	$237M	+$143M	11	6.7%	Increased
437	Whittier Trust South Pasadena, California	$236M	+$2.66M	44	4.94%	Increased
438	Douglas Lane & Associates New York	$234M	-$2.67M	8	4.32%	Reduced
439	Vident Investment Advisory Alpharetta, Georgia	$232M	+$43.1M	50	7.55%	Increased
440	ARK Investment Management St. Petersburg, Florida	$230M	+$113M	7	1.61%	Increased
441	Avalon Investment & Advisory Houston, Texas	$229M	-$58.2M	14	7.09%	Reduced
442	CP Coho Partners Berwyn, Pennsylvania	$228M	+$43.1M	3	4.29%	Increased
443	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$228M	+$46.6M	9	10.44%	Increased
444	Kornitzer Capital Management Shawnee Mission, Kansas	$227M	-$25.9M	26	4.86%	Reduced
445	GGHC Gilder Gagnon Howe & Co New York	$226M	+$11M	12	3.95%	Increased
446	TP Theleme Partners London, United Kingdom	$226M	-$163M	3	11.03%	Reduced
447	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$226M	+$1.76M	63	6.61%	Increased
448	Weiss Multi-Strategy Advisers New York	$223M	+$2.66M	22	5.9%	Increased
449	Rathbones Group Liverpool, United Kingdom	$223M	-$4.01M	16	2.75%	Reduced
450	OA Oak Associates Akron, Ohio	$223M	-$316K	15	18.92%	Reduced