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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	Tocqueville Asset Management New York	$222M	+$6.12M	21	4.52%	Increased
452	Factory Mutual Insurance Waltham, Massachusetts	$219M	-$12.5M	8	3.6%	Reduced
453	Advisors Asset Management Monument, Colorado	$217M	-$2.4M	57	4.3%	Reduced
454	Boston Trust Walden Boston, Massachusetts	$216M	-$11.4M	12	2.14%	Reduced
455	Locust Wood Capital Advisers New York	$215M	+$20.5M	3	14.81%	Increased
456	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$215M	+$17.6M	27	4.9%	Increased
457	CCLA Investment Management London, United Kingdom	$214M	+$240M	5	5.18%	New
458	Capital Fund Management (CFM) Paris, France	$214M	-$34.8M	26	1.68%	Reduced
459	HM Payson & Co Portland, Maine	$213M	-$9.22M	32	5.84%	Reduced
460	Scout Investments Kansas City, Missouri	$212M	+$63.6M	17	4.4%	Increased
461	Shelton Capital Management Denver, Colorado	$212M	+$226K	36	10.09%	Increased
462	Copeland Capital Management Conshohocken, Pennsylvania	$211M	+$11.7M	14	6.95%	Increased
463	Zacks Investment Management Chicago, Illinois	$210M	-$28.8M	18	3.36%	Reduced
464	USAA United Services Automobile Association San Antonio, Texas	$210M	+$21.6M	23	5.85%	Increased
465	BGCP Bristol Gate Capital Partners Toronto, Ontario, Canada	$210M	+$10.9M	3	12.89%	Increased
466	Clear Street New York	$209M	+$72.9M	4	4.85%	Increased
467	CAM ClariVest Asset Management San Diego, California	$209M	-$30.1M	32	10.06%	Reduced
468	NI Nuance Investments Kansas City, Missouri	$208M	+$84.1M	2	4.64%	Increased
469	NC Northcape Capital Sydney, Australia	$208M	+$37.6M	2	26.58%	Increased
470	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$206M	-$2.3M	61	2.44%	Reduced
471	Czech National Bank Prague, Czech Republic	$205M	+$243M	24	5.85%	New
472	OCBV Ownership Capital B.V. Amsterdam, Netherlands	$205M	-$16.8M	1	3.95%	Reduced
473	Nikko Asset Management Americas New York	$204M	+$106M	9	2.61%	Increased
474	AAM Ardevora Asset Management London, United Kingdom	$203M	-$263M	10	3.66%	Reduced
475	IAIM Industrial Alliance Investment Management Quebec, Quebec, Canada	$201M	+$1.9M	26	5.91%	Increased