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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
626	Flossbach Von Storch Cologne, Germany	$86.8M	+$21.5M	3	1.33%	Increased
627	Wilmington Savings Fund Society Wilmington, Delaware	$86.6M	-$911K	16	5.24%	Reduced
628	Wolverine Trading Chicago, Illinois	$86.5M	+$28.2M	49	0.48%	Increased
629	WIC Water Island Capital New York	$86.5M	+$16.3M	3	4.91%	Increased
630	Associated Banc-Corp Green Bay, Wisconsin	$86M	-$3.32M	9	5.12%	Reduced
631	Braun Stacey Associates New York	$86M	-$1.99M	7	5.46%	Reduced
632	Meag Munich Ergo Munich, Germany	$85.9M	-$2.82M	8	3.4%	Reduced
633	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$85.9M	-$12.8M	14	0.99%	Reduced
634	Anchor Capital Advisors Boston, Massachusetts	$85.8M	+$168K	7	2.98%	Increased
635	RA RiverPark Advisors New York	$84.6M	+$83.6M	2	5.58%	Increased
636	ING Group Amsterdam, Netherlands	$84.4M	-$80.8M	15	1.53%	Reduced
637	DP DSAM Partners London, United Kingdom	$83.9M	+$45.9M	4	18.27%	Increased
638	OP Omni Partners London, United Kingdom	$82.5M	+$10.6M	1	16.71%	Increased
639	Folketrygdfondet Oslo Norway, Norway	$82M	-$16.4M	1	3.22%	Reduced
640	Whittier Trust South Pasadena, California	$81.7M	+$5.58M	35	3.29%	Increased
641	PineBridge Investments New York	$81.4M	-$8.89M	36	2.14%	Reduced
642	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$81M	+$85.2M	46	1.53%	New
643	NPIC Neumeier Poma Investment Counsel Carmel, California	$80.5M	+$6.38M	3	9.61%	Increased
644	ORI Oak Ridge Investments Chicago, Illinois	$80.4M	-$42.9M	5	2.7%	Reduced
645	JIR James Investment Research Alpha, Ohio	$80M	+$13.2M	18	2.25%	Increased
646	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$79.6M	-$513K	11	3.63%	Reduced
647	First National Bank of Omaha Omaha, Nebraska	$78.9M	+$75.7K	13	4.78%	Increased
648	Laurion Capital Management New York	$78.8M	+$64.7M	15	0.59%	Increased
649	AC Ascend Capital Orinda, California	$78.5M	+$53.9M	2	3.55%	Increased
650	GD Grandfield & Dodd New York	$78.4M	-$599K	8	9.68%	Reduced