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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	Cetera Investment Advisers Schaumburg, Illinois	$1.97B	+$30.4M	66	4.13%	Increased
227	MetLife Investment Management Whippany, New Jersey	$1.97B	+$23.9M	80	10.69%	Increased
228	AMF Tjänstepension Stockholm, Sweden	$1.97B	-$152M	12	14.01%	Reduced
229	CIBC Asset Management Toronto, Ontario, Canada	$1.95B	+$36.3M	47	6.4%	Increased
230	Epoch Investment Partners New York	$1.95B	-$201M	16	9.45%	Reduced
231	Employees Provident Fund Board Shah Alam, Malaysia	$1.93B	+$273M	11	24.03%	Increased
232	Resona Asset Management Koto-Ku,tokyo, Japan	$1.93B	-$89M	26	11.43%	Reduced
233	Calamos Advisors Naperville, Illinois	$1.92B	-$43.5M	31	8.02%	Reduced
234	Arizona State Retirement System Phoenix, Arizona	$1.91B	+$58.1M	72	11.7%	Increased
235	First Manhattan New York	$1.9B	+$243M	28	5.57%	Increased
236	Daiwa Securities Group Tokyo, Japan	$1.88B	+$159M	44	8.38%	Increased
237	CIBC World Market Toronto, Ontario, Canada	$1.88B	+$129M	35	3.93%	Increased
238	UniSuper Management Melbourne, Victoria, Australia	$1.87B	-$28.1M	24	13.4%	Reduced
239	Nissay Asset Management Tokyo, Japan	$1.86B	-$56.3M	38	11.33%	Reduced
240	AGF Management Toronto, Ontario, Canada	$1.83B	+$233M	18	9.1%	Increased
241	Capitolis Liquid Global Markets New York	$1.82B	+$85M	13	17.76%	Increased
242	Boston Partners Boston, Massachusetts	$1.82B	-$1.04B	24	2.21%	Reduced
243	Janney Montgomery Scott Philadelphia, Pennsylvania	$1.8B	+$11.1M	69	4.99%	Increased
244	USS Investment Management London, United Kingdom	$1.78B	-$23.3M	29	12.42%	Reduced
245	AssetMark Inc Concord, California	$1.76B	+$185M	71	4.78%	Increased
246	AustralianSuper Melbourne, Australia	$1.75B	+$423M	13	8.24%	Increased
247	Verition Fund Management Greenwich, Connecticut	$1.73B	+$269M	81	6.86%	Increased
248	Guggenheim Capital Chicago, Illinois	$1.73B	-$221M	69	14.05%	Reduced
249	Voloridge Investment Management Jupiter, Florida	$1.71B	+$605M	44	6.05%	Increased
250	Osaic Holdings Scottsdale, Arizona	$1.71B	+$61M	125	3.83%	Increased