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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
776	BCAM Boston Common Asset Management Boston, Massachusetts	$61M	+$3.92M	8	7.55%	Increased
777	Livforsakringsbolaget Skandia Stockholm, Sweden	$60.8M	+$2.51M	24	5.53%	Increased
778	Penserra Capital Management Orinda, California	$60.7M	-$2.72M	25	3.83%	Reduced
779	NGM North Growth Management Vancouver, British Columbia, Canada	$60.3M	-$7.84M	6	15.2%	Reduced
780	AW ACG Wealth Atlanta, Georgia	$60.3M	-$637K	7	9.14%	Reduced
781	NO Ninety One Cape Town, South Africa	$60.1M	+$58.6M	7	8.14%	Increased
782	Beck Mack & Oliver New York	$60M	-$2.03M	3	2.01%	Reduced
783	Bridgewater Associates Westport, Connecticut	$59.9M	+$27.2M	11	0.6%	Increased
784	Farmers & Merchants Investments Inc Lincoln, Nebraska	$59.8M	-$5.69M	22	4.34%	Reduced
785	PHS PFM Health Sciences San Francisco, California	$59.7M	+$44.3M	2	0.93%	Increased
786	SCGE Management Menlo Park, California	$59.3M	-$27.9M	1	6.1%	Reduced
787	Whitebox Advisors Minneapolis, Minnesota	$59.3M	+$17M	2	1.91%	Increased
788	OA Omega Advisors New York	$59.3M	+$7.23M	2	2.06%	Increased
789	NP NS Partners London, United Kingdom	$59.1M	+$3.96M	4	6.06%	Increased
790	TBC Three Bays Capital Boston, Massachusetts	$58.9M	-$5.34M	1	2.29%	Reduced
791	Brandes Investment Partners La Jolla, California	$58.8M	-$382K	2	1.33%	Reduced
792	LPC Lion Point Capital New York	$58.8M	+$3.62M	2	5.29%	Increased
793	AIL AGF Investments LLC Toronto, Ontario, Canada	$58.6M	+$5.04M	25	6.71%	Increased
794	Cooke & Bieler Philadelphia, Pennsylvania	$58.5M	-$9.99M	2	1.05%	Reduced
795	Wolverine Asset Management Chicago, Illinois	$58.3M	+$4.16M	13	0.75%	Increased
796	WPC Waters Parkerson & Co New Orleans, Louisiana	$58.2M	+$4.1M	6	5.01%	Increased
797	MVP Miller Value Partners Sarasota, Florida	$58.2M	-$25.3M	2	2.17%	Reduced
798	LSCM Light Street Capital Management Palo Alto, California	$58M	-$15.1M	1	4.06%	Reduced
799	ArrowMark Colorado Holdings Denver, Colorado	$57.7M	+$4.96M	6	0.53%	Increased
800	SM Scoggin Management New York	$57.7M	+$10.6M	1	7.69%	Increased