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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
226	Nuveen Charlotte, North Carolina	$403M	+$15.2M	39	2.36%	Increased
227	Public Employees Retirement Association of Colorado Denver, Colorado	$403M	+$38.3M	58	3.27%	Increased
228	Silvercrest Asset Management New York	$403M	+$11M	14	4.83%	Increased
229	NN Investment Partners Holdings The Hague, Netherlands	$401M	+$18.9M	24	3.77%	Increased
230	Hermes Investment Management London Uk, United Kingdom	$398M	+$33.4M	7	6.76%	Increased
231	Bridgeway Capital Management Houston, Texas	$394M	+$59.4M	32	5.87%	Increased
232	Los Angeles Capital Management Los Angeles, California	$392M	+$54.6M	39	3.27%	Increased
233	Point72 Asset Management Stamford, Connecticut	$392M	-$39.9M	11	2.75%	Reduced
234	Robeco Institutional Asset Management Rotterdam, Netherlands	$391M	+$51.2M	26	2.89%	Increased
235	British Columbia Investment Management Victoria, British Columbia, Canada	$388M	-$62.7M	21	3.91%	Reduced
236	Axiom Investors Greenwich, Connecticut	$387M	+$66.5M	6	10.85%	Increased
237	Gotham Asset Management New York	$387M	-$40.8M	32	5.04%	Reduced
238	JP Morgan Private Wealth Advisors San Francisco, California	$386M	+$7.77M	35	3.59%	Increased
239	Baird Financial Group Milwaukee, Wisconsin	$384M	-$21.4M	26	3.44%	Reduced
240	Sarasin & Partners London, United Kingdom	$380M	+$57.1M	3	5.95%	Increased
241	Westfield Capital Management Boston, Massachusetts	$380M	+$34.4M	8	3.06%	Increased
242	DekaBank Deutsche Girozentrale Frankfurt, Germany	$379M	+$69.6M	26	4.19%	Increased
243	Suntrust Banks Atlanta, Georgia	$376M	-$4.45M	38	2.35%	Reduced
244	1832 Asset Management Toronto, Ontario, Canada	$373M	+$16.8M	15	1.4%	Increased
245	Sterling Capital Management Charlotte, North Carolina	$370M	-$13.9M	24	3.41%	Reduced
246	SCM Shapiro Capital Management Atlanta, Georgia	$369M	-$45.9M	3	9.81%	Reduced
247	AGF Investments Inc Toronto, Ontario, Canada	$369M	+$106M	15	4.13%	Increased
248	Marshall Wace London, United Kingdom	$367M	+$169M	27	2.61%	Increased
249	Jensen Investment Management Lake Oswego, Oregon	$359M	-$332K	3	5.37%	Reduced
250	Vontobel Asset Management New York	$358M	-$9.98M	1	2.81%	Reduced