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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	$132M	-$17.7M	6	5.66%	Reduced
477	Martingale Asset Management Boston, Massachusetts	$132M	-$43.7M	20	1.74%	Reduced
478	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$132M	+$15M	30	1.47%	Increased
479	Kennedy Capital Management St Louis, Missouri	$131M	-$13M	20	3.26%	Reduced
480	ING Group Amsterdam, Netherlands	$131M	+$52.1M	23	2.84%	Increased
481	Advisor Group Phoenix, Arizona	$130M	+$13.3M	94	1.28%	Increased
482	FCM Flinton Capital Management Philadelphia, Pennsylvania	$130M	-$8.36M	28	4.92%	Reduced
483	MUFG Americas New York	$129M	+$12.6M	18	4.07%	Increased
484	Vident Investment Advisory Alpharetta, Georgia	$129M	-$42.2M	28	7.23%	Reduced
485	Meyer Handelman Company Rye Brook, New York	$129M	-$783K	9	7.29%	Reduced
486	RHJA Rice Hall James & Associates San Diego, California	$128M	+$16.8M	11	4.69%	Increased
487	Crawford Investment Counsel Atlanta, Georgia	$128M	+$10.6M	9	4.34%	Increased
488	ACM Argent Capital Management St Louis, Missouri	$128M	-$5.63M	11	6.46%	Reduced
489	Chartwell Investment Partners Berywn, Pennsylvania	$127M	+$3.79M	21	4.47%	Increased
490	Nicholas Company Milwaukee, Wisconsin	$127M	-$4.83M	7	3.3%	Reduced
491	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$126M	+$41.6M	20	5.17%	Increased
492	Sit Investment Associates Minneapolis, Minnesota	$126M	-$40.2M	17	4.05%	Reduced
493	DG Delek Group Herzliya, Israel	$125M	+$24M	8	5.69%	Increased
494	Oppenheimer & Co New York	$124M	-$4.62M	37	3.89%	Reduced
495	Första AP-fonden Stockholm, Sweden	$124M	+$10.5M	4	5.91%	Increased
496	Cornerstone Investment Partners Atlanta, Georgia	$124M	-$28.5M	4	6.04%	Reduced
497	Haverford Trust Company Radnor, Pennsylvania	$123M	-$5.01M	6	2.61%	Reduced
498	SW SVB Wealth Boston, Massachusetts	$123M	-$1.31M	15	5.24%	Reduced
499	Cambridge Investment Research Advisors Fairfield, Iowa	$123M	-$7.08M	36	1.36%	Reduced
500	RNC Capital Management Los Angeles, California	$122M	-$1.02M	9	9.22%	Reduced