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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
701	CA Cornerstone Advisors Asheville, North Carolina	$659M	+$8.93M	15	21.7%	Increased
702	South Dakota Investment Council Sioux Falls, South Dakota	$658M	+$27.3M	29	11.28%	Increased
703	Tokio Marine Asset Management Tokyo, Japan	$657M	+$15M	39	20.36%	Increased
704	Fideuram - Intesa Sanpaolo Private Banking Turin,	$654M	+$59.8M	29	19.63%	Increased
705	TIAA Wealth Investment Management New York	$653M	+$109M	29	4.36%	Increased
706	Adams Diversified Equity Fund Baltimore, Maryland	$652M	+$12M	10	19.92%	Increased
707	Tower Research Capital (TRC) New York	$652M	-$147M	131	15.95%	Reduced
708	CapitalatWork SA Auderghem,	$651M	-$95.4M	7	16.28%	Reduced
709	Edmond de Rothschild Holding Chambesy, Switzerland	$650M	+$6.58M	33	8.57%	Increased
710	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$649M	-$8.83M	29	20.66%	Reduced
711	Chicago Capital Chicago, Illinois	$649M	+$5.37M	31	15.62%	Increased
712	SP SIH Partners Wilmington, Delaware	$647M	-$32.6M	42	4.07%	Reduced
713	ACM ASK Capital Management San Francisco, California	$640M	$0	1	88.81%	Maintained
714	Dragoneer Investment Group San Francisco, California	$637M	-$169M	2	22.47%	Reduced
715	MSR Main Street Research Lakeville, Connecticut	$637M	+$6.95M	19	30.06%	Increased
716	Caisse Des Depots Et Consignations Paris, France	$635M	-$3.57M	15	10.75%	Reduced
717	BCP BSN Capital Partners London, United Kingdom	$633M	-$697M	8	28.6%	Reduced
718	SCA Southpoint Capital Advisors New York	$632M	-$7.55M	3	14.39%	Reduced
719	Cartenna Capital Stamford, Connecticut	$626M	+$80.7M	4	14.9%	Increased
720	Prime Capital Investment Advisors Overland Park, Kansas	$625M	+$28.4M	40	6.06%	Increased
721	SFM Systematic Financial Management Teaneck, New Jersey	$624M	-$224M	15	12.43%	Reduced
722	EC E20 Capital Hong Kong,	$621M	-$708M	12	50.04%	Reduced
723	SIC Schwartz Investment Counsel Plymouth, Michigan	$620M	-$81.1M	11	20.56%	Reduced
724	Metis Global Partners San Diego, California	$619M	-$41.3M	32	14.03%	Reduced
725	RiverFront Investment Group Richmond, Virginia	$616M	+$68.8M	26	8.14%	Increased