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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	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$114M	-$806K	9	6.27%	Reduced
452	Cincinnati Insurance Fairfield, Ohio	$114M	$0	2	3.75%	Maintained
453	DCM Daruma Capital Management New York	$114M	-$12.6M	3	7.46%	Reduced
454	Asset Management One Tokyo, Japan	$114M	-$15.6M	29	1.71%	Reduced
455	Driehaus Capital Management Chicago, Illinois	$114M	-$42.2M	13	4.05%	Reduced
456	Riverbridge Partners Minneapolis, Minnesota	$114M	-$4.61M	6	2.35%	Reduced
457	BCM Bares Capital Management Austin, Texas	$114M	+$7.79M	1	8.08%	Increased
458	CAM Cortina Asset Management Milwaukee, Wisconsin	$113M	-$17.5M	14	5.14%	Reduced
459	TU TDAM USA Toronto, Ontario, Canada	$113M	+$16M	10	5.56%	Increased
460	Whale Rock Capital Management Boston, Massachusetts	$113M	+$15.5M	4	9.38%	Increased
461	William Blair & Company Chicago, Illinois	$113M	-$1.14M	23	1.05%	Reduced
462	HP Holowesko Partners Nassau, Bahamas	$112M	+$2.9M	3	9.42%	Increased
463	USSCPF United States Steel & Carnegie Pension Fund New York	$112M	$0	2	2.58%	Maintained
464	Zacks Investment Management Chicago, Illinois	$112M	+$11.9M	21	3.41%	Increased
465	CCP Clough Capital Partners Boston, Massachusetts	$112M	+$15M	4	5.97%	Increased
466	Norinchukin Bank Tokyo, Japan	$112M	+$3.08M	17	2.72%	Increased
467	MC Montag & Caldwell Atlanta, Georgia	$111M	+$26.2M	3	2.26%	Increased
468	Appaloosa LP Short Hills, New Jersey	$110M	-$3.96M	1	2.88%	Reduced
469	Snyder Capital Management San Francisco, California	$110M	-$2.07M	5	7.13%	Reduced
470	RHJA Rice Hall James & Associates San Diego, California	$109M	+$5.06M	18	6.28%	Increased
471	MSA Mason Street Advisors Milwaukee, Wisconsin	$109M	+$1.62M	48	3.17%	Increased
472	AAM Alpine Associates Management Palm Beach, Florida	$109M	-$229K	1	3.88%	Reduced
473	Fuller & Thaler Asset Management San Mateo, California	$109M	-$13M	22	1.86%	Reduced
474	AEGON Asset Management (UK) Edinburgh, United Kingdom	$108M	+$6.87M	7	3.08%	Increased
475	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$108M	-$33.8M	3	19.39%	Reduced