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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
576	FCI Financial Counselors Inc Overland Park, Kansas	$156M	+$20.5M	22	3.65%	Increased
577	Cornerstone Investment Partners Atlanta, Georgia	$155M	+$3.14M	13	10.41%	Increased
578	GD Grandfield & Dodd New York	$155M	-$2.16M	11	12.2%	Reduced
579	SSM Sound Shore Management Greenwich, Connecticut	$155M	+$74M	2	5.66%	Increased
580	Andra AP-fonden Goteborg, Sweden	$155M	+$174M	24	4.43%	New
581	Congress Wealth Management Boston, Massachusetts	$154M	-$16.5M	30	3.94%	Reduced
582	Exchange Traded Concepts Oklahoma City, Oklahoma	$153M	+$8.99M	40	4.45%	Increased
583	First Manhattan New York	$153M	+$22.4M	34	0.62%	Increased
584	TI Trigran Investments Northbrook, Illinois	$151M	+$40.5M	3	17.61%	Increased
585	AIM Allen Investment Management New York	$151M	+$134M	10	2.44%	Increased
586	Synovus Financial Columbus, Georgia	$150M	+$5.29M	34	1.76%	Increased
587	Cetera Investment Advisers Schaumburg, Illinois	$150M	+$8.28M	40	2.38%	Increased
588	Banco Santander Madrid, Spain	$149M	+$2.21M	17	1.99%	Increased
589	Achmea Investment Management Zeist, Netherlands	$149M	-$12.9M	26	4.82%	Reduced
590	SAM Shell Asset Management The Hague, Netherlands	$149M	+$271K	43	4.4%	Increased
591	Stonehage Fleming Financial Services St. Helier, Jersey	$149M	+$1.17M	14	5.95%	Increased
592	Kentucky Retirement Systems Frankfort, Kentucky	$148M	+$24.9M	24	6.26%	Increased
593	Credit Agricole Montrouge Cedex, France	$148M	+$12.7M	33	3.62%	Increased
594	AC Alleghany Corporation New York	$148M	-$51M	1	5.6%	Reduced
595	Bridgeway Capital Management Houston, Texas	$147M	+$14M	26	3.37%	Increased
596	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$147M	-$10.3M	17	3.37%	Reduced
597	Rokos Capital Management (UK) London, United Kingdom	$147M	+$75.7M	6	4.32%	Increased
598	Ferguson Wellman Capital Management Portland, Oregon	$144M	-$2.84M	13	5.34%	Reduced
599	EULAV Asset Management Sarasota, Florida	$144M	-$5.82M	9	5.94%	Reduced
600	TAL TIG Advisors LLC New York	$143M	-$130M	6	5.93%	Reduced