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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
176	Bahl & Gaynor Cincinnati, Ohio	$618M	+$47.5M	17	7.55%	Increased
177	WCM Investment Management Laguna Beach, California	$618M	+$18.1M	4	7.46%	Increased
178	SIG Senator Investment Group New York	$608M	+$74.4M	2	9.23%	Increased
179	VVP Vulcan Value Partners Birmingham, Alabama	$603M	-$172M	2	5.37%	Reduced
180	STRS Ohio Columbus, Ohio	$600M	+$26.6M	49	2.64%	Increased
181	Brandywine Global Investment Management Philadelphia, Pennsylvania	$597M	-$56M	21	3.79%	Reduced
182	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$594M	+$9.43M	49	3.33%	Increased
183	Pzena Investment Management New York	$592M	-$32.6M	6	3.37%	Reduced
184	PGGM Investments Zeist, Netherlands	$586M	-$48.6M	12	3%	Reduced
185	DZ Bank Frankfurt Am Main, Germany	$584M	+$564M	19	2.82%	New
186	Jupiter Investment Management London, United Kingdom	$582M	+$20.2M	17	10.04%	Increased
187	Thomaspartners Boston, Massachusetts	$581M	+$29.9M	3	6.29%	Increased
188	Acadian Asset Management Boston, Massachusetts	$576M	+$59.9M	41	2.8%	Increased
189	Aristotle Capital Management Los Angeles, California	$560M	+$7.77M	3	5.29%	Increased
190	Teacher Retirement System of Texas Austin, Texas	$558M	+$41.5M	34	4.02%	Increased
191	Aperio Group Sausalito, California	$557M	-$43.2M	63	4.26%	Reduced
192	Sands Capital Management Arlington, Virginia	$555M	-$8.81M	2	1.94%	Reduced
193	First Pacific Advisors El Segundo, California	$544M	-$9.62M	4	4.34%	Reduced
194	ACI AMP Capital Investors Sydney, Australia	$542M	-$25.3M	36	3.28%	Reduced
195	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$537M	+$35.3M	18	3.68%	Increased
196	Mairs & Power Inc St Paul, Minnesota	$532M	-$7.12M	6	6.84%	Reduced
197	Voloridge Investment Management Jupiter, Florida	$526M	+$118M	22	11.3%	Increased
198	Fayez Sarofim & Co Houston, Texas	$525M	-$38.6M	7	2.89%	Reduced
199	Edge Asset Management Seattle, Washington	$525M	-$112M	10	4.06%	Reduced
200	Lyrical Asset Management New York	$525M	-$5.6M	2	9.36%	Reduced