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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	PGH Partners Group Holding Baar-Zug, Switzerland	$112M	$0	1	23.93%	Maintained
452	TAM Tiverton Asset Management Wilimington, Delaware	$112M	-$13.2M	7	3.81%	Reduced
453	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$112M	+$15M	22	0.87%	Increased
454	Egerton Capital (UK) London, United Kingdom	$112M	+$95.6M	1	1.06%	New
455	USSCPF United States Steel & Carnegie Pension Fund New York	$111M	$0	2	2.58%	Maintained
456	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$111M	-$10.5M	9	1.33%	Reduced
457	William Blair & Company Chicago, Illinois	$110M	-$1.98M	22	1.03%	Reduced
458	Cincinnati Insurance Fairfield, Ohio	$109M	$0	2	3.81%	Maintained
459	AAM Alpine Associates Management Palm Beach, Florida	$109M	+$4.05M	1	3.72%	Increased
460	Findlay Park Partners London, United Kingdom	$108M	+$16.2M	1	1.23%	Increased
461	Granahan Investment Management Waltham, Massachusetts	$108M	+$3.42M	9	3.94%	Increased
462	RIM Rainier Investment Management Seattle, Washington	$108M	+$34.5M	9	4.82%	Increased
463	Bowen Hanes & Co Ponte Vedra Beach, Florida	$108M	-$6.74M	5	5.94%	Reduced
464	Paradigm Capital Management Inc Albany, New York	$107M	-$1.33M	12	12.48%	Reduced
465	HP Holowesko Partners Nassau, Bahamas	$107M	-$19M	3	7.76%	Reduced
466	Snyder Capital Management San Francisco, California	$107M	-$5.91M	5	7.25%	Reduced
467	OMERS Administration Corp Toronto, Ontario, Canada	$107M	+$4.4M	10	2.37%	Increased
468	MC Maplelane Capital New York	$106M	-$15.5M	6	4.39%	Reduced
469	CM CS McKee Pittsburgh, Pennsylvania	$105M	-$18.1M	4	3.86%	Reduced
470	Cooke & Bieler Philadelphia, Pennsylvania	$105M	-$9.17M	5	2.34%	Reduced
471	Commerce Bank Kansas City, Missouri	$104M	-$1.19M	22	1.73%	Reduced
472	MSA Mason Street Advisors Milwaukee, Wisconsin	$103M	+$3.58M	48	3.16%	Increased
473	Norinchukin Bank Tokyo, Japan	$103M	+$11.2M	17	2.51%	Increased
474	Scout Investments Kansas City, Missouri	$103M	+$4.01M	11	2.81%	Increased
475	SC SRB Corp Boston, Massachusetts	$103M	+$182K	8	16.2%	Increased