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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
476	Driehaus Capital Management Chicago, Illinois	$124M	+$8.88M	13	4.3%	Increased
477	AA Antipodean Advisors New York	$123M	-$1.89M	3	11.51%	Reduced
478	Oaktree Capital Management Los Angeles, California	$123M	-$21.8M	2	1.3%	Reduced
479	MC Maplelane Capital New York	$123M	-$8.33M	18	4.05%	Reduced
480	Los Angeles Capital Management Los Angeles, California	$123M	-$30.6M	29	1.13%	Reduced
481	AEGON Asset Management (UK) Edinburgh, United Kingdom	$123M	+$73.7M	9	3.23%	Increased
482	ST Spinnaker Trust Portland, Maine	$122M	-$1.92M	5	17.68%	Reduced
483	DAC Dividend Assets Capital Ridgeland, South Carolina	$122M	-$16M	4	2.67%	Reduced
484	DF Dent & Co Baltimore, Maryland	$122M	+$23M	3	3.01%	Increased
485	Jericho Capital Asset Management New York	$122M	+$22.2M	3	8.05%	Increased
486	NA Navellier & Associates Reno, Nevada	$121M	-$164M	20	10.98%	Reduced
487	QAM Quentec Asset Management New York	$121M	-$38.7M	12	25.1%	Reduced
488	OAM Oxford Asset Management Oxford, United Kingdom	$120M	-$8.88M	24	3.06%	Reduced
489	MUFG Americas New York	$120M	-$1.93M	19	3.99%	Reduced
490	SRC Shufro Rose & Co New York	$120M	-$1.21M	10	12.31%	Reduced
491	Conning Inc Hartford, Connecticut	$120M	+$15.1M	16	5.08%	Increased
492	AC Alleghany Corporation New York	$119M	$0	3	4.2%	Maintained
493	Jane Street New York	$119M	+$68.9M	34	0.92%	Increased
494	SM Stratton Management King Of Prussia, Pennsylvania	$118M	+$32.7M	10	4.82%	Increased
495	ICM Ionic Capital Management New York	$118M	-$16.7M	5	4.63%	Reduced
496	KP Kiltearn Partners Edinburgh, United Kingdom	$118M	+$5.84M	1	6.35%	Increased
497	MCM McKinley Capital Management Anchorage, Alaska	$117M	+$20.2M	15	4.7%	Increased
498	VAM Visium Asset Management New York	$117M	+$64.9M	30	1.73%	Increased
499	Martingale Asset Management Boston, Massachusetts	$117M	+$23.7M	17	2.79%	Increased
500	Granahan Investment Management Waltham, Massachusetts	$116M	+$306K	8	3.33%	Increased