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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	Commonwealth Equity Services Waltham, Massachusetts	$131M	+$1.76M	33	1.47%	Increased
452	Edgewood Management Greenwich, Connecticut	$131M	-$1.63M	2	1.2%	Reduced
453	Utah Retirement Systems Salt Lake City, Utah	$130M	+$47K	25	3.56%	Increased
454	Mitsubishi UFJ Asset Management Tokyo, Japan	$130M	-$6.74M	21	4%	Reduced
455	Columbia Wanger Asset Management Chicago, Illinois	$129M	-$19.4M	3	0.64%	Reduced
456	SC SRB Corp Boston, Massachusetts	$129M	-$153K	6	18.38%	Reduced
457	CCM Conatus Capital Management Greenwich, Connecticut	$129M	-$42.2M	1	6.28%	Reduced
458	ACM Argent Capital Management St Louis, Missouri	$128M	+$7.84M	5	6.17%	Increased
459	MDSL M.D. Sass LLC New York	$128M	+$26.5M	3	7.91%	Increased
460	PineBridge Investments New York	$127M	+$23.2M	32	4.82%	Increased
461	MUFG Americas New York	$127M	-$3.21M	24	4.24%	Reduced
462	OAM Origin Asset Management London, United Kingdom	$127M	-$50.8M	9	9.62%	Reduced
463	Sachem Head Capital Management New York	$125M	+$8M	1	9.33%	Increased
464	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$125M	+$301K	9	6.24%	Increased
465	RNC Capital Management Los Angeles, California	$124M	+$14.2M	6	10.17%	Increased
466	ST Spinnaker Trust Portland, Maine	$124M	-$1.8M	5	18.37%	Reduced
467	RS Investment Management San Francisco, California	$123M	+$5.45M	12	1.1%	Increased
468	SRC Shufro Rose & Co New York	$123M	-$386K	10	12.49%	Reduced
469	Everett Harris & Co Los Angeles, California	$122M	-$2.39M	5	4.19%	Reduced
470	Bridgewater Associates Westport, Connecticut	$122M	-$15.4M	13	0.98%	Reduced
471	Voloridge Investment Management Jupiter, Florida	$121M	+$74M	8	7.13%	Increased
472	Bowen Hanes & Co Ponte Vedra Beach, Florida	$121M	+$2.33M	5	5.92%	Increased
473	EP Edinburgh Partners Edinburgh, United Kingdom	$120M	-$3.9M	1	13.06%	Reduced
474	Apex Capital Management Dayton, Ohio	$120M	+$10.6M	9	3.21%	Increased
475	Jacobs Levy Equity Management Florham Park, New Jersey	$120M	-$66.8M	17	2.05%	Reduced