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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	AMF Tjänstepension Stockholm, Sweden	$1.72B	+$33.1M	10	12.68%	Increased
227	Wealth Enhancement Advisory Services Plymouth, Minnesota	$1.71B	-$193M	56	3.27%	Reduced
228	CIBC Asset Management Toronto, Ontario, Canada	$1.69B	+$36.7M	42	5.61%	Increased
229	MN Services Vermogensbeheer The Hague, Netherlands	$1.67B	-$148M	24	12.93%	Reduced
230	CF Corebridge Financial Houston, Texas	$1.64B	-$57.3M	86	9.44%	Reduced
231	Epoch Investment Partners New York	$1.64B	-$103M	16	8.51%	Reduced
232	MetLife Investment Management Whippany, New Jersey	$1.64B	-$8.92M	81	8.83%	Reduced
233	UniSuper Management Melbourne, Victoria, Australia	$1.62B	+$110M	24	12.1%	Increased
234	Calamos Advisors Naperville, Illinois	$1.61B	+$5.14M	28	7.02%	Increased
235	Westfield Capital Management Boston, Massachusetts	$1.61B	-$56.4M	19	7.84%	Reduced
236	AustralianSuper Melbourne, Australia	$1.6B	+$193M	10	9.04%	Increased
237	Temasek Holdings Singapore	$1.6B	-$253M	8	6.44%	Reduced
238	CIBC World Markets New York	$1.59B	-$410M	55	12.5%	Reduced
239	Arizona State Retirement System Phoenix, Arizona	$1.58B	-$18.4M	71	10.06%	Reduced
240	Nissay Asset Management Tokyo, Japan	$1.57B	+$59M	38	10.19%	Increased
241	Brown Brothers Harriman & Co New York	$1.56B	+$96.9M	42	10.92%	Increased
242	Janney Montgomery Scott Philadelphia, Pennsylvania	$1.56B	+$27.2M	63	4.42%	Increased
243	National Philanthropic Trust Jenkintown, Pennsylvania	$1.55B	-$78.8M	8	25.08%	Reduced
244	Swiss Life Asset Management Zurich,	$1.54B	+$148M	26	11.21%	Increased
245	Osaic Holdings Scottsdale, Arizona	$1.53B	-$3.94M	126	3.41%	Reduced
246	London Company of Virginia Richmond, Virginia	$1.52B	+$252M	10	8.69%	Increased
247	TCW Group Los Angeles, California	$1.48B	+$116M	22	13.24%	Increased
248	CIBC World Market Toronto, Ontario, Canada	$1.47B	-$107M	35	3.15%	Reduced
249	AssetMark Inc Concord, California	$1.46B	-$20.8M	68	4%	Reduced
250	WorldQuant Millennium Advisors New York	$1.45B	+$182M	16	9.16%	Increased