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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	EP Elkfork Partners Portland, Oregon	$179M	+$7.94M	39	4.82%	Increased
452	Treasurer of the State of North Carolina Raleigh, North Carolina	$178M	+$179M	27	4.66%	Increased
453	SM Senvest Management New York	$178M	-$40.4M	8	13.57%	Reduced
454	Ladenburg Thalmann Financial Services Miami, Florida	$178M	+$10.5M	88	1.66%	Increased
455	Jacobs Levy Equity Management Florham Park, New Jersey	$178M	-$42.9M	34	2.96%	Reduced
456	OP Omni Partners London, United Kingdom	$178M	-$151M	1	24.88%	Reduced
457	ExxonMobil Investment Management Irving, Texas	$177M	-$6.87M	20	5.1%	Reduced
458	Letko, Brosseau & Associates Montreal, Quebec, Canada	$176M	-$2.29M	3	1.65%	Reduced
459	Cornerstone Investment Partners Atlanta, Georgia	$175M	+$2.18M	4	7.66%	Increased
460	GC Greenlight Capital New York	$175M	-$2.73M	1	4.37%	Reduced
461	Advisors Asset Management Monument, Colorado	$174M	-$1.06M	41	2.92%	Reduced
462	Cincinnati Financial Corp Fairfield, Ohio	$174M	+$8.95M	4	7.58%	Increased
463	Boston Trust Walden Boston, Massachusetts	$173M	+$5.65M	9	2.63%	Increased
464	BCM Bares Capital Management Austin, Texas	$172M	+$14.4M	1	6.6%	Increased
465	Barings Charlotte, North Carolina	$172M	+$9.58M	31	2.47%	Increased
466	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$172M	+$890K	6	13.49%	Increased
467	Jefferies Group New York	$172M	-$59.6M	44	0.93%	Reduced
468	Nissay Asset Management Tokyo, Japan	$170M	-$686K	22	5.3%	Reduced
469	Bowen Hanes & Co Ponte Vedra Beach, Florida	$170M	+$1.53M	5	7.86%	Increased
470	Close Asset Management London, United Kingdom	$169M	+$20.3M	11	13.69%	Increased
471	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$169M	+$661K	8	1.05%	Increased
472	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$168M	+$4.53M	39	2.33%	Increased
473	Van Berkom & Associates Montreal, Quebec, Canada	$167M	+$22.8M	4	5.07%	Increased
474	Handelsbanken Fonder Stockholm, Sweden	$165M	+$70.3M	10	3.23%	Increased
475	PWAG Polaris Wealth Advisory Group San Rafael, California	$165M	+$29.2M	19	13.43%	Increased