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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
451	Bridgeway Capital Management Houston, Texas	$112M	+$16.1M	24	3.4%	Increased
452	Asset Management One Tokyo, Japan	$111M	-$1.66M	28	1.72%	Reduced
453	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$110M	-$5.94M	20	3.19%	Reduced
454	Utah Retirement Systems Salt Lake City, Utah	$110M	$0	25	3.25%	Maintained
455	CCM Chautauqua Capital Management Boulder, Colorado	$110M	-$1.23M	3	24.22%	Reduced
456	GACM Green Arrow Capital Management New York	$109M	-$4.21M	8	7.71%	Reduced
457	CC Curian Capital Denver, Colorado	$109M	-$4.55M	9	1.93%	Reduced
458	BII Baring International Investment London, United Kingdom	$109M	-$25.6M	2	5.92%	Reduced
459	CP Coho Partners Berwyn, Pennsylvania	$108M	-$8.26M	3	9.12%	Reduced
460	ST Spinnaker Trust Portland, Maine	$108M	-$3.35M	4	17.98%	Reduced
461	TU TDAM USA Toronto, Ontario, Canada	$108M	+$9.6M	13	4.66%	Increased
462	Meyer Handelman Company Rye Brook, New York	$108M	-$99.3K	7	5.22%	Reduced
463	Commerce Bank Kansas City, Missouri	$107M	+$2.12M	15	1.86%	Increased
464	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$107M	+$21.9M	5	6.81%	Increased
465	WAM World Asset Management Detroit, Michigan	$106M	-$19.7M	33	2.94%	Reduced
466	AWMDMG Austin W. Marxe & David M. Greenhouse New York	$106M	+$16.8M	10	11.36%	Increased
467	WIM Weitz Investment Management Omaha, Nebraska	$106M	-$11.9M	1	3.55%	Reduced
468	TGCM Tukman Grossman Capital Management Larkspur, California	$105M	-$4.94M	1	5.47%	Reduced
469	PIMC Praesidium Investment Management Company New York	$104M	-$444K	1	8.24%	Reduced
470	MCM McKinley Capital Management Anchorage, Alaska	$104M	+$17.9M	14	4.06%	Increased
471	Hamlin Capital Management New York	$103M	+$2.86M	2	7.03%	Increased
472	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$103M	-$1.07M	7	3.95%	Reduced
473	ArrowMark Colorado Holdings Denver, Colorado	$103M	+$11.6M	8	3.19%	Increased
474	Jane Street New York	$102M	+$8.09M	42	1.46%	Increased
475	OI Oakbrook Investments Lisle, Illinois	$102M	+$7.53M	18	2.82%	Increased