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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	Braun Stacey Associates New York	$116M	+$16.1M	13	4.95%	Increased
477	HAM HHR Asset Management Berkeley Heights, New Jersey	$116M	+$10.1M	2	4.67%	Increased
478	Edgewood Management Greenwich, Connecticut	$115M	-$2.01M	2	0.96%	Reduced
479	Jefferies Group New York	$115M	-$4.69M	57	0.59%	Reduced
480	WI WBI Investments Red Bank, New Jersey	$115M	+$36.7M	4	2.9%	Increased
481	ST Spinnaker Trust Portland, Maine	$115M	-$83.8K	5	17.11%	Reduced
482	Welch & Forbes Boston, Massachusetts	$114M	-$2.22M	9	3.55%	Reduced
483	Dorsal Capital Management Redwood City, California	$113M	+$86.5M	2	11.31%	Increased
484	CC Curian Capital Denver, Colorado	$113M	-$2.73M	14	1.91%	Reduced
485	TCM Tekne Capital Management New York	$112M	+$16.1M	3	20.75%	Increased
486	CS Central Securities New York	$111M	$0	3	25.04%	Maintained
487	Carmignac Gestion Paris, France	$111M	+$2.39M	1	0.99%	Increased
488	GA Geneva Advisors Chicago, Illinois	$111M	-$21.8M	12	1.98%	Reduced
489	DAC Dividend Assets Capital Ridgeland, South Carolina	$111M	+$265K	4	2.44%	Increased
490	KP Kiltearn Partners Edinburgh, United Kingdom	$110M	+$7.78M	1	5.11%	Increased
491	BCM Brown Capital Management Baltimore, Maryland	$109M	-$10.9M	3	1.8%	Reduced
492	SC SRB Corp Boston, Massachusetts	$109M	-$445K	10	14.39%	Reduced
493	Bank of Nova Scotia Toronto, Ontario, Canada	$109M	-$8.68M	14	0.54%	Reduced
494	MUFG Americas New York	$108M	-$5.26M	25	3.68%	Reduced
495	AL Airain Ltd St. Peter Port, Guernsey	$108M	+$41.9M	27	6.03%	Increased
496	SRC Shufro Rose & Co New York	$107M	-$3.23M	9	11.41%	Reduced
497	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$107M	-$15.4M	3	1.92%	Reduced
498	BWCA Brenner West Capital Advisors New York	$107M	+$105M	1	12.35%	New
499	Eventide Asset Management Boston, Massachusetts	$106M	+$28.4M	3	5.72%	Increased
500	OAM Oxford Asset Management Oxford, United Kingdom	$106M	-$5.69M	26	2.86%	Reduced