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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
526	SSM Sound Shore Management Greenwich, Connecticut	$129M	+$24.3M	1	2.2%	Increased
527	ORIO Old Republic International (ORI) Chicago, Illinois	$128M	+$1.65M	4	3.72%	Increased
528	Första AP-fonden Stockholm, Sweden	$128M	-$15.1M	4	5.13%	Reduced
529	CFM Coronation Fund Managers Cape Town, South Africa	$127M	-$31.1M	1	5.49%	Reduced
530	Avalon Investment & Advisory Houston, Texas	$127M	-$25.9M	12	3.57%	Reduced
531	MUFG Americas New York	$126M	+$1.12M	15	3.64%	Increased
532	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$126M	+$2.7M	59	0.64%	Increased
533	RCM Riverhead Capital Management Wilmington, Delaware	$126M	+$11.1M	59	4.57%	Increased
534	PointState Capital New York	$126M	-$226M	8	1.66%	Reduced
535	SAM Securian Asset Management St Paul, Minnesota	$126M	-$842K	31	2.98%	Reduced
536	BOK Financial Tulsa, Oklahoma	$125M	+$7.61M	24	3.14%	Increased
537	Ferguson Wellman Capital Management Portland, Oregon	$124M	+$14.7M	16	4.09%	Increased
538	South Dakota Investment Council Sioux Falls, South Dakota	$124M	-$10M	17	2.7%	Reduced
539	PIA Piedmont Investment Advisors Durham, North Carolina	$124M	+$24.9M	42	5.2%	Increased
540	Handelsbanken Fonder Stockholm, Sweden	$123M	-$10.7M	7	2.31%	Reduced
541	QS Investors New York	$123M	-$10.2M	46	1.18%	Reduced
542	DACG Donor Advised Charitable Giving San Francisco, California	$122M	-$8.67M	1	88.84%	Reduced
543	Gofen & Glossberg Chicago, Illinois	$122M	+$3.97M	12	4.19%	Increased
544	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$122M	+$8.17M	1	5.92%	Increased
545	People's United Financial Bridgeport, Connecticut	$121M	+$2.12M	21	3.76%	Increased
546	Luther King Capital Management (LKCM) Fort Worth, Texas	$120M	+$2.95M	14	0.91%	Increased
547	MVIP Mar Vista Investment Partners Los Angeles, California	$120M	+$57.7M	1	3.53%	Increased
548	NA Neuburgh Advisers Los Angeles, California	$120M	-$9.03M	33	3.86%	Reduced
549	Comgest Global Investors Paris, France	$120M	-$4.21M	1	2.69%	Reduced
550	Klingenstein Fields & Co New York	$120M	-$3.1M	8	4.29%	Reduced