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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	Boston Trust Walden Boston, Massachusetts	$269M	+$7.81M	12	2.37%	Increased
427	AIM Allen Investment Management New York	$269M	-$35.5M	9	4.32%	Reduced
428	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$266M	+$11.8M	10	10.85%	Increased
429	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$266M	+$2.75M	27	3.29%	Increased
430	ARGA Investment Management Stamford, Connecticut	$265M	+$195M	12	11.3%	Increased
431	Whittier Trust South Pasadena, California	$263M	-$10M	44	5.11%	Reduced
432	CP Coho Partners Berwyn, Pennsylvania	$262M	-$292K	3	4.45%	Reduced
433	Channing Capital Management Chicago, Illinois	$261M	+$82.6M	5	8.29%	Increased
434	Thompson Siegel & Walmsley Richmond, Virginia	$261M	-$47.1M	20	4.21%	Reduced
435	Cetera Advisor Networks El Segundo, California	$260M	+$64.6M	52	2.11%	Increased
436	Capital Fund Management (CFM) Paris, France	$260M	+$25.2M	27	1.75%	Increased
437	NIG NFJ Investment Group Dallas, Texas	$260M	-$76.7M	23	6.81%	Reduced
438	Factory Mutual Insurance Waltham, Massachusetts	$260M	$0	8	3.93%	Maintained
439	HM Payson & Co Portland, Maine	$256M	+$5.98M	30	6.38%	Increased
440	Rathbones Group Liverpool, United Kingdom	$250M	+$589K	18	2.82%	Increased
441	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$250M	-$3.18M	65	6.85%	Reduced
442	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$249M	+$10.3M	29	5.04%	Increased
443	Kornitzer Capital Management Shawnee Mission, Kansas	$248M	+$3.89M	27	5.02%	Increased
444	Locust Wood Capital Advisers New York	$248M	-$1.53M	3	13.91%	Reduced
445	BGCP Bristol Gate Capital Partners Toronto, Ontario, Canada	$248M	-$4.52M	3	14.14%	Reduced
446	Douglas Lane & Associates New York	$245M	-$901K	9	4.1%	Reduced
447	SSM Sound Shore Management Greenwich, Connecticut	$245M	+$41.7M	4	9.2%	Increased
448	Tocqueville Asset Management New York	$245M	+$924K	24	4.64%	Increased
449	Advisors Capital Management Ridgewood, New Jersey	$243M	-$7.43M	20	6.6%	Reduced
450	USAA United Services Automobile Association San Antonio, Texas	$243M	+$8.07M	24	5.56%	Increased