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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	River Road Asset Management Louisville, Kentucky	$158M	-$24.7M	4	3.06%	Reduced
452	Cornerstone Investment Partners Atlanta, Georgia	$157M	+$12.5M	5	6.83%	Increased
453	Welch & Forbes Boston, Massachusetts	$156M	-$6.37M	11	3.81%	Reduced
454	Daiwa Securities Group Tokyo, Japan	$155M	-$1.46M	25	1.37%	Reduced
455	HM Payson & Co Portland, Maine	$154M	+$9.42M	27	5.53%	Increased
456	MICM Matthews International Capital Management San Francisco, California	$154M	-$13.4M	2	6.97%	Reduced
457	NC Northcape Capital Sydney, Australia	$153M	+$2.73M	2	27.84%	Increased
458	Becker Capital Management Portland, Oregon	$153M	+$10.3M	9	5.55%	Increased
459	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$151M	+$147K	6	11.02%	Increased
460	Letko, Brosseau & Associates Montreal, Quebec, Canada	$150M	-$7.09M	3	1.51%	Reduced
461	MC Martin Currie Edinburgh, United Kingdom	$150M	-$14M	5	10.7%	Reduced
462	LMR Partners London, United Kingdom	$149M	-$104M	19	5.44%	Reduced
463	Haverford Trust Company Radnor, Pennsylvania	$149M	-$1.88M	6	2.67%	Reduced
464	South Dakota Investment Council Sioux Falls, South Dakota	$148M	+$5.14M	16	3.08%	Increased
465	B BP London, United Kingdom	$147M	-$11.9M	21	5.45%	Reduced
466	Zevenbergen Capital Investments Edmonds, Washington	$145M	-$33.8M	2	4.76%	Reduced
467	Oppenheimer & Co New York	$145M	-$3.8M	36	3.95%	Reduced
468	Shelton Capital Management Denver, Colorado	$145M	+$129M	42	8.37%	Increased
469	Crawford Investment Counsel Atlanta, Georgia	$144M	-$2.99M	7	4.06%	Reduced
470	AGDR AdamCapital Gestao de Recursos Rio De Janeiro, Brazil	$144M	-$20.1M	1	13.57%	Reduced
471	MUFG Americas New York	$143M	-$6.43M	18	4.02%	Reduced
472	NA Neuburgh Advisers Los Angeles, California	$143M	+$8.05M	32	4.59%	Increased
473	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$142M	-$55.2M	7	3.98%	Reduced
474	DP Dearborn Partners Chicago, Illinois	$141M	+$3.49M	9	8.6%	Increased
475	Fort Washington Investment Advisors Cincinnati, Ohio	$140M	-$12.1M	15	1.56%	Reduced