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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
601	Wilmington Savings Fund Society Wilmington, Delaware	$90.3M	-$7.49M	17	4.89%	Reduced
602	Stephens Inc Little Rock, Arkansas	$90.2M	-$2.74M	32	2.04%	Reduced
603	Needham Investment Management New York	$90.1M	+$1.72M	19	29.73%	Increased
604	Rathbones Group Liverpool, United Kingdom	$89.5M	+$1.6M	8	2.8%	Increased
605	Copeland Capital Management Conshohocken, Pennsylvania	$89.3M	+$5.62M	10	4.96%	Increased
606	Credit Agricole Montrouge Cedex, France	$88.7M	+$4.24M	23	4.71%	Increased
607	OAM Origin Asset Management London, United Kingdom	$88.6M	+$2.7K	3	9.86%	Increased
608	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$88.4M	+$6.32M	56	1.3%	Increased
609	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$87.9M	-$4.42M	55	4.42%	Reduced
610	BHG Blue Harbour Group Greenwich, Connecticut	$87.5M	+$7.15M	1	5.13%	Increased
611	SCM Scopia Capital Management New York	$87.3M	+$86.7M	1	3.88%	New
612	Rockefeller Capital Management New York	$87M	-$2.76M	43	1.21%	Reduced
613	VIP Vantage Investment Partners Kansas City, Missouri	$86.6M	+$36.2M	5	9.9%	Increased
614	SGA Strategic Global Advisors Newport Beach, California	$86.5M	+$35.7M	6	18.43%	Increased
615	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$85.9M	+$4.76M	17	4.1%	Increased
616	OI Oakbrook Investments Lisle, Illinois	$85.9M	-$265K	25	5.15%	Reduced
617	CIP Champlain Investment Partners Burlington, Vermont	$85.7M	-$7.24M	1	0.72%	Reduced
618	NI Nuance Investments Kansas City, Missouri	$85.6M	+$16.5M	3	3.62%	Increased
619	DACG Donor Advised Charitable Giving San Francisco, California	$85.3M	+$997K	4	68.78%	Increased
620	PCM Parsons Capital Management Providence, Rhode Island	$84.8M	+$1.38M	14	9.25%	Increased
621	FA Friess Associates Greenville, Delaware	$84.4M	+$9.68M	5	6.16%	Increased
622	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$84.2M	+$2.75M	15	3.65%	Increased
623	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$84.2M	-$17.3M	9	7.42%	Reduced
624	Handelsbanken Fonder Stockholm, Sweden	$84.1M	+$1.11M	5	1.56%	Increased
625	RIM Redpoint Investment Management Sydney, NSW, Australia	$84M	-$13.2M	22	4.44%	Reduced