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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
551	SCM Scopia Capital Management New York	$114M	+$14.9M	1	6.64%	Increased
552	TAM Timucuan Asset Management Jacksonville, Florida	$113M	-$73.4K	1	6.26%	Reduced
553	Allstate Corporation Northbrook, Illinois	$113M	-$9.21M	24	1.95%	Reduced
554	YCM Yiheng Capital Management San Francisco, California	$112M	$0	4	13.67%	Maintained
555	Hamlin Capital Management New York	$111M	-$6.19M	2	5.01%	Reduced
556	Elliott Management New York	$111M	$0	1	0.93%	Maintained
557	ArrowMark Colorado Holdings Denver, Colorado	$111M	+$18.7M	5	1.11%	Increased
558	Park National Corp Newark, Ohio	$110M	-$4.19M	12	6.01%	Reduced
559	Twin Tree Management Dallas, Texas	$110M	-$31.5M	27	0.44%	Reduced
560	DP Dearborn Partners Chicago, Illinois	$110M	-$24.5M	9	6.36%	Reduced
561	Rockefeller Capital Management New York	$110M	+$15.9M	43	1.49%	Increased
562	CAM Contour Asset Management New York	$110M	-$9.46M	3	8.91%	Reduced
563	GVI Green Valley Investors Wilmington, Delaware	$110M	$0	1	6.23%	Maintained
564	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$110M	-$11.5M	5	3.1%	Reduced
565	Burgundy Asset Management Toronto, Ontario, Canada	$109M	-$92.5M	2	1.09%	Reduced
566	New Mexico Educational Retirement Board Santa Fe, New Mexico	$108M	-$5.72M	35	4.91%	Reduced
567	QS Investors New York	$107M	-$1.63M	43	1.17%	Reduced
568	PP Paloma Partners Greenwich, Connecticut	$107M	-$85.8M	48	2.22%	Reduced
569	ST Spinnaker Trust Portland, Maine	$107M	+$1.41M	9	10.54%	Increased
570	Scotia Capital Toronto, Ontario, Canada	$106M	+$5.78M	22	1.25%	Increased
571	MFP Michael F. Price	$105M	+$209K	3	14.56%	Increased
572	Needham Investment Management New York	$105M	+$2.52M	19	33.72%	Increased
573	SGAM Smith Group Asset Management Dallas, Texas	$104M	+$17.1M	12	3.64%	Increased
574	Credit Agricole Montrouge Cedex, France	$103M	+$18.3M	25	5.01%	Increased
575	WesBanco Bank Wheeling, West Virginia	$103M	-$4.8M	15	5.1%	Reduced