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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
201	Westfield Capital Management Boston, Massachusetts	$365M	+$365M	12	2.51%	New
202	TCM Tran Capital Management San Rafael, California	$360M	+$375M	3	7.83%	New
203	Millennium Management New York	$360M	+$352M	60	1.1%	New
204	ACM Atlanta Capital Management Atlanta, Georgia	$356M	+$368M	7	2.71%	New
205	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$356M	+$347M	9	4.85%	New
206	Edgewood Management Greenwich, Connecticut	$354M	+$366M	2	4.77%	New
207	MLICM Metropolitan Life Insurance Company (MetLife) New York	$354M	+$350M	60	2.82%	New
208	Glenmede Trust Philadelphia, Pennsylvania	$352M	+$351M	45	4.38%	New
209	Findlay Park Partners London, United Kingdom	$350M	+$354M	5	4.47%	New
210	MC Montag & Caldwell Atlanta, Georgia	$350M	+$365M	2	2.62%	New
211	Mondrian Investment Partners London, United Kingdom	$349M	+$348M	5	5.31%	New
212	BNP Paribas Asset Management Paris, France	$347M	+$345M	20	2.57%	New
213	CCI Columbus Circle Investors	$345M	+$331M	4	2.77%	New
214	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$341M	+$337M	2	6.2%	New
215	Jensen Investment Management Lake Oswego, Oregon	$333M	+$331M	1	5.46%	New
216	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$332M	+$325M	4	2.51%	New
217	Pictet Asset Management (UK) London, United Kingdom	$332M	+$330M	23	1.9%	New
218	Saturna Capital Bellingham, Washington	$331M	+$330M	12	9.05%	New
219	MAMU Marathon Asset Management (UK) London, United Kingdom	$327M	+$324M	4	7.77%	New
220	Bahl & Gaynor Cincinnati, Ohio	$327M	+$327M	11	6.18%	New
221	TI Turner Investments Berwyn, Pennsylvania	$325M	+$308M	21	4.38%	New
222	River Road Asset Management Louisville, Kentucky	$323M	+$320M	3	4.01%	New
223	Harding Loevner Bridgewater, New Jersey	$321M	+$320M	2	3.11%	New
224	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$320M	+$309M	33	2.41%	New
225	Regions Financial Corp Birmingham, Alabama	$313M	+$313M	22	4.27%	New