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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	Fenimore Asset Management Cobleskill, New York	$151M	+$30.4M	3	6.49%	Increased
452	Hosking Partners London, United Kingdom	$151M	+$12.5M	6	4.2%	Increased
453	NCA Newbrook Capital Advisors New York	$151M	-$14.3M	2	13.57%	Reduced
454	Xact Kapitalforvaltning Stockholm, Sweden	$150M	+$13.9M	22	4.63%	Increased
455	FC Fairpointe Capital Chicago, Illinois	$149M	+$1.94M	1	2.9%	Increased
456	CI Cowen Inc New York	$148M	-$103M	5	7.14%	Reduced
457	SAM Sentinel Asset Management Montpelier, Vermont	$148M	-$25.9M	7	3.5%	Reduced
458	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$147M	-$1.53M	6	0.93%	Reduced
459	MSA Mason Street Advisors Milwaukee, Wisconsin	$147M	-$2.52M	48	3.77%	Reduced
460	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$147M	+$1.19M	5	13.11%	Increased
461	SI Sensato Investors San Francisco, California	$147M	-$6.24M	19	24.22%	Reduced
462	Cornerstone Investment Partners Atlanta, Georgia	$146M	+$3.44M	4	6.27%	Increased
463	Zurich Insurance Group Zurich, Switzerland	$146M	+$19.6M	16	4.24%	Increased
464	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$145M	+$6.16M	3	1.75%	Increased
465	CS Central Securities New York	$145M	-$7.17M	3	26.8%	Reduced
466	Evercore Wealth Management New York	$145M	-$453K	25	5.66%	Reduced
467	CI Global Investments Oakland, California	$145M	-$64.3M	2	3.35%	Reduced
468	Empyrean Capital Partners Los Angeles, California	$144M	+$84.2M	2	6.37%	Increased
469	Chartwell Investment Partners Berywn, Pennsylvania	$143M	+$3.43M	20	5.23%	Increased
470	Creative Planning Overland Park, Kansas	$143M	+$5.92M	80	0.78%	Increased
471	Elliott Management New York	$143M	-$88.9M	1	1.07%	Reduced
472	Emerald Advisers Leola, Pennsylvania	$142M	+$23.9M	12	5.83%	Increased
473	MP Manikay Partners New York	$141M	-$31.1M	1	9.38%	Reduced
474	PHS PFM Health Sciences San Francisco, California	$141M	+$62.3M	2	3.52%	Increased
475	Welch & Forbes Boston, Massachusetts	$140M	-$5.3M	9	4.01%	Reduced