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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
676	Cambiar Investors Denver, Colorado	$81.3M	-$33.9M	4	1.28%	Reduced
677	Soros Fund Management New York	$81.3M	+$17.2M	7	1.94%	Increased
678	GD Grandfield & Dodd New York	$81M	-$4.26M	8	9.1%	Reduced
679	BAPIM British Airways Pensions Investment Management London, United Kingdom	$80.9M	-$35.1M	4	2.45%	Reduced
680	MCM Mason Capital Management New York	$80.9M	+$79.8M	1	2.56%	New
681	C WorldWide Group Copenhagen, Denmark	$80.5M	+$420K	1	1.14%	Increased
682	Atalanta Sosnoff Capital New York	$80.3M	-$697K	2	2.78%	Reduced
683	CC Coastland Capital Palo Alto, California	$80.2M	$0	2	5.01%	Maintained
684	Luther King Capital Management (LKCM) Fort Worth, Texas	$79.9M	-$283K	16	0.7%	Reduced
685	Twin Tree Management Dallas, Texas	$79.8M	+$18.6M	22	0.63%	Increased
686	TIAA FSB Jacksonville, Florida	$79.7M	+$6.88M	12	0.49%	Increased
687	WMC Westwood Management Corporation Chicago, Illinois	$79.7M	+$16.4M	7	11.91%	Increased
688	Emerald Advisers Leola, Pennsylvania	$79.3M	-$28.3M	12	3.22%	Reduced
689	Guardian Capital (Canada) Toronto, Ontario, Canada	$78.5M	+$1.08M	11	1.16%	Increased
690	Folketrygdfondet Oslo Norway, Norway	$78.5M	$0	1	2.59%	Maintained
691	NA Navellier & Associates Reno, Nevada	$78.4M	-$9.43M	28	15.23%	Reduced
692	MVP Miller Value Partners Sarasota, Florida	$78.3M	-$3.88M	1	3.37%	Reduced
693	First National Bank of Omaha Omaha, Nebraska	$78.2M	-$2.01M	11	4.79%	Reduced
694	Polar Asset Management Partners Toronto, Ontario, Canada	$78.2M	+$13.6M	5	1.57%	Increased
695	Anchor Capital Advisors Boston, Massachusetts	$77.2M	-$2.21M	7	2.78%	Reduced
696	Scotia Capital Toronto, Ontario, Canada	$76.8M	+$4.18M	13	1.09%	Increased
697	CC Cannell & Co New York	$76.3M	+$2.39M	5	2.65%	Increased
698	GL GLG LLC New York	$75.7M	+$34.5M	16	4.91%	Increased
699	Cooke & Bieler Philadelphia, Pennsylvania	$75.3M	+$5.98M	3	1.4%	Increased
700	PP Paloma Partners Greenwich, Connecticut	$75.1M	-$44.5M	46	1.03%	Reduced