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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	Summit Partners Public Asset Management Boston, Massachusetts	$369M	+$70.2M	10	14.1%	Increased
452	B. Metzler seel. Sohn & Co Frankfurt, Germany	$367M	+$35.4M	31	4.78%	Increased
453	Shelton Capital Management Denver, Colorado	$367M	-$16.6M	47	12.97%	Reduced
454	Guinness Asset Management London, United Kingdom	$365M	+$22.6M	11	14.27%	Increased
455	Advisors Asset Management Monument, Colorado	$363M	+$9.1M	59	5.18%	Increased
456	Hosking Partners London, United Kingdom	$363M	+$2.31M	12	8.76%	Increased
457	Schonfeld Strategic Advisors New York	$362M	+$40.1M	51	3.29%	Increased
458	Intermede Investment Partners London, United Kingdom	$362M	+$142M	2	7.45%	Increased
459	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$361M	-$39.3M	22	6.98%	Reduced
460	MML Investors Services Springfield, Massachusetts	$360M	-$861K	52	2.6%	Reduced
461	Mercer Global Advisors Denver, Colorado	$360M	+$1.33M	56	2.22%	Increased
462	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$360M	+$4.5M	37	3.3%	Increased
463	MC Maplelane Capital New York	$357M	+$205M	9	13.11%	Increased
464	Cambiar Investors Denver, Colorado	$354M	-$139M	14	12.14%	Reduced
465	Whittier Trust South Pasadena, California	$354M	-$4.58M	46	5.74%	Reduced
466	Thompson Siegel & Walmsley Richmond, Virginia	$353M	-$8.15M	22	4.86%	Reduced
467	Atreides Management Boston, Massachusetts	$351M	+$178M	2	10.98%	Increased
468	Montrusco Bolton Investments Montreal, Quebec, Canada	$351M	+$14.2M	4	8.28%	Increased
469	Zevenbergen Capital Investments Edmonds, Washington	$351M	-$24.4M	3	7.32%	Reduced
470	Alleghany Corporation New York	$351M	$0	3	10.2%	Maintained
471	SFM Systematic Financial Management Teaneck, New Jersey	$350M	-$31.8M	22	10.38%	Reduced
472	Wellcome Trust London, United Kingdom	$350M	$0	1	3.32%	Maintained
473	Personal Capital Advisors Redwood City, California	$348M	+$1.84M	24	1.6%	Increased
474	Channing Capital Management Chicago, Illinois	$344M	+$37.1M	7	9.73%	Increased
475	IAIM Industrial Alliance Investment Management Quebec, Quebec, Canada	$343M	+$314M	27	7.92%	New