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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	TIAA FSB Jacksonville, Florida	$77.8M	-$5.83M	11	0.62%	Reduced
652	Synovus Financial Columbus, Georgia	$77.7M	+$29.4K	40	1.26%	Increased
653	MML Investors Services Springfield, Massachusetts	$77.3M	+$7.08M	38	1.2%	Increased
654	VM Valinor Management New York	$77.3M	-$35.1M	1	4.05%	Reduced
655	GAMA Graticule Asia Macro Advisors New York	$76.6M	+$40.5M	6	5.45%	Increased
656	Farmers & Merchants Investments Inc Lincoln, Nebraska	$76.5M	+$1.67M	28	5.12%	Increased
657	Eventide Asset Management Boston, Massachusetts	$76.2M	-$11.6M	5	2.62%	Reduced
658	IFM Investors Melbourne, Australia	$75.9M	+$6.62M	22	4.87%	Increased
659	Intermede Investment Partners London, United Kingdom	$75.9M	+$8.53M	1	4.72%	Increased
660	Copeland Capital Management Conshohocken, Pennsylvania	$75.9M	-$2.02M	12	4.82%	Reduced
661	GAI General American Investors New York	$75.8M	-$1.58M	5	7.52%	Reduced
662	AG Artal Group Luxembourg	$75.4M	+$65.2M	1	3.08%	New
663	Ameritas Investment Partners Lincoln, Nebraska	$75.3M	+$1.39M	72	3.51%	Increased
664	Glenview Trust Louisville, Kentucky	$75.3M	+$2.91M	16	4.83%	Increased
665	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$75.1M	+$1.15M	12	8.31%	Increased
666	Tudor Investment Corp Stamford, Connecticut	$75M	-$54.2M	39	3.1%	Reduced
667	PR Payden & Rygel Los Angeles, California	$74.9M	+$10.1M	5	5.47%	Increased
668	TPI Tesco Pension Investment London, United Kingdom	$74.3M	+$13.7M	1	1.86%	Increased
669	TBC Tweedy, Browne Co Stamford, Connecticut	$73.8M	-$180K	1	2.43%	Reduced
670	Anchor Capital Advisors Boston, Massachusetts	$73.8M	-$3.3M	4	1.56%	Reduced
671	LIA LS Investment Advisors Bloomfield Hills, Michigan	$73.8M	-$857K	61	4.6%	Reduced
672	Covington Capital Management Los Angeles, California	$73.7M	-$196K	22	4.56%	Reduced
673	BGCP Bristol Gate Capital Partners Toronto, Ontario, Canada	$73.1M	-$2.67M	2	9.31%	Reduced
674	Engineers Gate Manager New York	$73M	+$28.5M	40	4.42%	Increased
675	ING Group Amsterdam, Netherlands	$72.6M	-$71.8M	19	1.57%	Reduced