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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	Hotchkis & Wiley Capital Management Los Angeles, California	$743M	-$2.66M	7	2.99%	Reduced
177	Los Angeles Capital Management Los Angeles, California	$736M	-$45.9M	42	3.99%	Reduced
178	Thornburg Investment Management Santa Fe, New Mexico	$720M	+$16.6M	8	6.95%	Increased
179	Assenagon Asset Management Senningerberg, Luxembourg	$706M	+$122M	29	4.73%	Increased
180	Nomura Asset Management Tokyo, Japan	$693M	+$138M	27	6.62%	Increased
181	London Company of Virginia Richmond, Virginia	$685M	+$12.4M	7	5.64%	Increased
182	MAMU Marathon Asset Management (UK) London, United Kingdom	$682M	-$52.8M	8	8.96%	Reduced
183	AL AJO LP Philadelphia, Pennsylvania	$680M	+$193M	15	3.94%	Increased
184	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$675M	+$93.9M	4	16.66%	Increased
185	KBC Group Brussels, Belgium	$674M	+$26.2M	48	4.95%	Increased
186	Guggenheim Capital Chicago, Illinois	$671M	+$42.8M	64	5.36%	Increased
187	CBT Capital Bank & Trust Irvine, California	$670M	-$104M	30	9.3%	Reduced
188	CIBC World Markets New York	$659M	+$39.9M	24	6.14%	Increased
189	Marshall Wace North America New York	$658M	+$178M	41	3.74%	Increased
190	ACI AMP Capital Investors Sydney, Australia	$653M	+$11.2M	35	3.65%	Increased
191	Brandywine Global Investment Management Philadelphia, Pennsylvania	$651M	-$91.8M	23	4.78%	Reduced
192	JP Morgan Private Wealth Advisors San Francisco, California	$650M	+$21.5M	40	3.39%	Increased
193	Holocene Advisors New York	$643M	+$36.4M	26	6.62%	Increased
194	Natixis Paris, France	$642M	+$139M	25	4.13%	Increased
195	Aviva London, United Kingdom	$639M	-$78M	26	4.33%	Reduced
196	Public Employees Retirement Association of Colorado Denver, Colorado	$630M	+$89.8M	62	3.84%	Increased
197	CI Investments Inc Toronto, Ontario, Canada	$630M	+$55M	24	3.25%	Increased
198	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$622M	+$80.2M	28	5.26%	Increased
199	Jensen Investment Management Lake Oswego, Oregon	$619M	+$134M	4	6.62%	Increased
200	Mairs & Power Inc St Paul, Minnesota	$612M	+$28.6M	8	7.4%	Increased