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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	Nippon Life Global Investors Americas New York	$180M	+$29.6M	10	11.05%	Increased
652	Fuller & Thaler Asset Management San Mateo, California	$179M	-$50.9M	15	1.03%	Reduced
653	NHAS Novo Holdings A/S Hellerup, Denmark	$178M	$0	2	13.17%	Maintained
654	SCM Silvant Capital Management Atlanta, Georgia	$178M	-$15M	20	10.75%	Reduced
655	Trexquant Investment Stamford, Connecticut	$178M	+$37.6M	38	4.45%	Increased
656	Geneva Capital Management Milwaukee, Wisconsin	$177M	-$12.7M	5	3.74%	Reduced
657	TC TownSquare Capital Provo, Utah	$177M	+$10.4M	43	3.22%	Increased
658	TAM Thematics Asset Management Paris, France	$177M	-$3.17M	7	8.69%	Reduced
659	Hosking Partners London, United Kingdom	$176M	-$13M	10	7.79%	Reduced
660	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$175M	-$5.52M	12	16.56%	Reduced
661	New Mexico Educational Retirement Board Santa Fe, New Mexico	$175M	+$11.1M	40	7.5%	Increased
662	E Fund Management Guangzhou, China	$175M	-$1.7M	23	13.28%	Reduced
663	Johnson Investment Counsel Cincinnati, Ohio	$174M	+$33.4M	26	2.23%	Increased
664	Mawer Investment Management Calgary, Alberta, Canada	$174M	-$19.9M	4	0.93%	Reduced
665	Edmond de Rothschild Holding Chambesy, Switzerland	$173M	+$2.86M	32	3.49%	Increased
666	Crestwood Advisors Group Boston, Massachusetts	$173M	+$112M	18	4.53%	Increased
667	Cookson Peirce & Co Pittsburgh, Pennsylvania	$171M	-$27.4M	14	11.23%	Reduced
668	PGGM Investments Zeist, Netherlands	$171M	+$11.5M	15	2.95%	Increased
669	Bowen Hanes & Co Ponte Vedra Beach, Florida	$170M	-$420K	7	5.71%	Reduced
670	TIAA Trust, National Association Charlotte, North Carolina	$170M	+$175M	23	0.61%	New
671	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$170M	-$26.3M	43	4.59%	Reduced
672	EP Wealth Advisors Torrance, California	$170M	-$944M	31	2.63%	Reduced
673	Oberweis Asset Management Lisle, Illinois	$169M	+$4.84M	21	17.92%	Increased
674	ACM Argent Capital Management St Louis, Missouri	$168M	-$11.3M	8	6%	Reduced
675	Associated Banc-Corp Green Bay, Wisconsin	$168M	+$3.36M	13	6.49%	Increased