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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	TIM Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$167M	-$20.3M	6	17.75%	Reduced
677	Conning Inc Hartford, Connecticut	$167M	-$3.86M	18	6.08%	Reduced
678	SIC Schwartz Investment Counsel Plymouth, Michigan	$167M	-$22.8M	7	7.13%	Reduced
679	Park National Corp Newark, Ohio	$166M	-$4.89M	15	7.51%	Reduced
680	EULAV Asset Management Sarasota, Florida	$165M	-$8.67M	9	6.03%	Reduced
681	SRS Investment Management New York	$165M	$0	2	2.38%	Maintained
682	Raymond James Trust St. Petersburg, Florida	$165M	+$4.72M	32	4.89%	Increased
683	MAM Meeder Asset Management Dublin, Ohio	$164M	+$63.4M	30	12.92%	Increased
684	Braun Stacey Associates New York	$164M	+$21.3M	6	7.96%	Increased
685	Capital International Los Angeles, California	$163M	+$21.2M	9	9.39%	Increased
686	SAM Shell Asset Management The Hague, Netherlands	$163M	+$1.04M	43	6.72%	Increased
687	ORIO Old Republic International (ORI) Chicago, Illinois	$163M	-$15.2M	3	6.07%	Reduced
688	CIP Champlain Investment Partners Burlington, Vermont	$162M	-$644K	1	1.05%	Reduced
689	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$160M	-$1.99M	14	10.99%	Reduced
690	TAM Timucuan Asset Management Jacksonville, Florida	$160M	-$896K	1	6.4%	Reduced
691	Baupost Group Boston, Massachusetts	$159M	-$80.4M	2	3.06%	Reduced
692	Weiss Multi-Strategy Advisers New York	$159M	-$49.3M	14	3.78%	Reduced
693	Voyager Global Management New York	$159M	+$118M	1	7.44%	Increased
694	WhitTier Trust Company Reno, Nevada	$159M	-$3.15M	37	5.61%	Reduced
695	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$158M	+$8.83M	9	5.52%	Increased
696	KCMH Keywise Capital Management (HK) Hong Kong	$158M	-$20.5M	2	26.19%	Reduced
697	Fiduciary Trust Boston, Massachusetts	$158M	+$2.58M	27	2.89%	Increased
698	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$158M	-$1.24M	8	8.68%	Reduced
699	DP Dearborn Partners Chicago, Illinois	$157M	+$35.5M	11	6.16%	Increased
700	CGIM Capital Group Investment Management Raffles Quay, Singapore	$156M	-$29.9M	12	10.19%	Reduced