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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	Crawford Investment Counsel Atlanta, Georgia	$137M	-$11M	7	3.55%	Reduced
527	Rheos Capital Works Tokyo, Japan	$137M	+$129M	6	14.09%	New
528	Handelsbanken Fonder Stockholm, Sweden	$137M	+$22M	5	2.36%	Increased
529	NWQ Investment Management Company Los Angeles, California	$136M	-$29.3M	8	3.39%	Reduced
530	Van Berkom & Associates Montreal, Quebec, Canada	$136M	-$3.56M	3	3.68%	Reduced
531	CAPTRUST Financial Advisors Raleigh, North Carolina	$136M	+$62.4M	27	2.15%	Increased
532	Clough Capital Partners Boston, Massachusetts	$136M	+$43.4M	7	11.59%	Increased
533	SVB Wealth Boston, Massachusetts	$136M	-$40.6K	21	2.47%	Reduced
534	Capital Growth Management Boston, Massachusetts	$135M	+$120M	4	10.89%	New
535	Fiduciary Trust Boston, Massachusetts	$134M	+$1.33M	20	3.14%	Increased
536	Zevenbergen Capital Investments Edmonds, Washington	$134M	-$59.1M	2	4.96%	Reduced
537	Personal Capital Advisors Redwood City, California	$133M	-$27.4M	13	1.12%	Reduced
538	Donald Smith & Co New York	$133M	-$21.3M	2	4.87%	Reduced
539	Rockefeller Capital Management New York	$133M	+$4.02M	46	1.66%	Increased
540	River Road Asset Management Louisville, Kentucky	$132M	-$9.02M	4	2.09%	Reduced
541	Hancock Whitney Gulfport, Mississippi	$131M	-$8.05M	33	4.24%	Reduced
542	BCM Bares Capital Management Austin, Texas	$130M	-$15.6M	1	3.63%	Reduced
543	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$128M	+$11.1M	62	1.79%	Increased
544	Weitz Investment Management Omaha, Nebraska	$128M	+$483K	4	5.03%	Increased
545	Elliott Management New York	$128M	-$76.1K	1	1.08%	Reduced
546	CAM Contour Asset Management New York	$128M	-$9.26M	2	6.65%	Reduced
547	Andra AP-fonden Goteborg, Sweden	$127M	-$11.4M	25	3.63%	Reduced
548	Chartwell Investment Partners Berywn, Pennsylvania	$127M	-$10.4M	23	4.19%	Reduced
549	New Mexico Educational Retirement Board Santa Fe, New Mexico	$127M	+$1.37M	36	5.3%	Increased
550	Credit Agricole Montrouge Cedex, France	$127M	+$10.2M	23	7.05%	Increased