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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	Fuller & Thaler Asset Management San Mateo, California	$165M	-$38.1M	25	2.02%	Reduced
452	Wolverine Trading Chicago, Illinois	$165M	+$6.29M	42	0.63%	Increased
453	Parallax Volatility Advisers San Francisco, California	$165M	-$43.6M	40	0.27%	Reduced
454	AHL Partners London, United Kingdom	$165M	+$36.8M	49	2.94%	Increased
455	Dai-ichi Life Insurance Company Tokyo, Japan	$164M	-$23.7M	21	3.49%	Reduced
456	Hamlin Capital Management New York	$164M	+$1.16M	2	6.65%	Increased
457	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$164M	+$14.9M	19	1.53%	Increased
458	South Dakota Investment Council Sioux Falls, South Dakota	$163M	+$3.27M	21	3.31%	Increased
459	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$163M	+$77.2M	3	8.38%	Increased
460	BAMCO Inc New York	$162M	+$58.8M	10	0.77%	Increased
461	Welch & Forbes Boston, Massachusetts	$162M	-$632K	11	4.27%	Reduced
462	DCM Dupont Capital Management Wilmington, Delaware	$162M	-$13.1M	33	3.68%	Reduced
463	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$162M	+$5.58M	6	13.19%	Increased
464	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$161M	-$8.53M	3	2.61%	Reduced
465	CFM Coronation Fund Managers Cape Town, South Africa	$161M	+$67.2M	1	4.79%	Increased
466	Robeco Schweiz Zurich, Switzerland	$160M	+$16.9M	19	12.32%	Increased
467	Glenview Capital Management New York	$160M	-$9.57M	1	0.93%	Reduced
468	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$159M	-$377K	9	0.96%	Reduced
469	Hosking Partners London, United Kingdom	$159M	+$3.75M	7	4.14%	Increased
470	SIG Senator Investment Group New York	$159M	-$197M	1	2.11%	Reduced
471	WIC Water Island Capital New York	$158M	-$20M	3	7.49%	Reduced
472	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$158M	-$16.3M	7	3.55%	Reduced
473	Norinchukin Bank Tokyo, Japan	$158M	+$6.51M	20	3.06%	Increased
474	Meyer Handelman Company Rye Brook, New York	$157M	-$13M	8	7.2%	Reduced
475	Great Lakes Advisors Chicago, Illinois	$157M	-$5.23M	19	3.7%	Reduced