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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
651	Mirae Asset Global Investments Seoul, South Korea	$72.9M	+$2.88M	13	2.65%	Increased
652	WA Westport Advisers Westport, Connecticut	$72.4M	-$415K	2	7.39%	Reduced
653	SPC Silver Point Capital Greenwich, Connecticut	$71.2M	+$9.45M	1	6.75%	Increased
654	UMB Bank Kansas City, Missouri	$71.1M	+$1.31M	8	3.18%	Increased
655	TA Tiptree Advisors New York	$71M	-$11M	2	12.42%	Reduced
656	Cohen & Steers New York	$70.7M	-$18.1M	5	0.2%	Reduced
657	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$70.5M	+$28.7M	13	0.57%	Increased
658	BHG Blue Harbour Group Greenwich, Connecticut	$70.4M	+$14.5M	1	2.26%	Increased
659	IAM Impax Asset Management Portsmouth, New Hampshire	$70.1M	-$28.2M	6	4.16%	Reduced
660	Jasper Ridge Partners Menlo Park, California	$69.9M	$0	3	5.04%	Maintained
661	Markel Group Glen Allen, Virginia	$69.5M	$0	2	1.75%	Maintained
662	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$69.2M	-$7.52M	4	1.46%	Reduced
663	GGHC Gilder Gagnon Howe & Co New York	$68.6M	-$5.11M	9	1.02%	Reduced
664	Avalon Investment & Advisory Houston, Texas	$68.5M	-$11.2M	6	3.12%	Reduced
665	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$68.4M	-$40.3M	11	4.55%	Reduced
666	SIM Sadoff Investment Management Milwaukee, Wisconsin	$68.2M	+$1.08M	4	7.94%	Increased
667	CC Crosslink Capital Menlo Park, California	$68.1M	-$9.32M	5	9.46%	Reduced
668	RHJA Rice Hall James & Associates San Diego, California	$68.1M	-$7.04M	14	4.13%	Reduced
669	SAM Securian Asset Management St Paul, Minnesota	$68M	+$416K	25	2.1%	Increased
670	MVIP Mar Vista Investment Partners Los Angeles, California	$68M	-$7.24M	2	3.98%	Reduced
671	Magnetar Financial Evanston, Illinois	$67.7M	+$36.9M	2	1.07%	Increased
672	LOAMU Lombard Odier Asset Management (USA) New York	$67.4M	+$27.3M	8	4.63%	Increased
673	Williams Jones & Associates New York	$67.2M	+$13.9M	10	2.76%	Increased
674	MFP Michael F. Price	$67.1M	$0	1	8.2%	Maintained
675	BAM Baring Asset Management London, United Kingdom	$67M	-$14.4M	2	4.26%	Reduced