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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
251	Amalgamated Bank New York	$614M	+$1.55M	80	5.47%	Increased
252	Luther King Capital Management (LKCM) Fort Worth, Texas	$609M	-$16.5M	21	3.34%	Reduced
253	Frontier Capital Management Boston, Massachusetts	$607M	+$59.7M	16	6.62%	Increased
254	Employees Provident Fund Board Shah Alam, Malaysia	$604M	+$101M	10	17.46%	Increased
255	Kayne Anderson Rudnick Investment Management Los Angeles, California	$592M	+$57.8M	25	1.85%	Increased
256	AssetMark Inc Concord, California	$591M	+$55.2M	46	2.56%	Increased
257	Arizona State Retirement System Phoenix, Arizona	$589M	+$26.9K	72	5.69%	Increased
258	F FIFTHDELTA London, United Kingdom	$588M	-$115M	4	42.11%	Reduced
259	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$582M	-$27.3M	66	6.12%	Reduced
260	Driehaus Capital Management Chicago, Illinois	$578M	+$119M	12	8.62%	Increased
261	Jupiter Asset Management London, United Kingdom	$575M	+$16.4M	17	8.4%	Increased
262	Ruane, Cunniff & Goldfarb New York	$574M	-$19.1M	2	8.96%	Reduced
263	BAMCO Inc New York	$574M	+$18M	17	1.93%	Increased
264	Himalaya Capital Management Seattle, Washington	$574M	$0	1	29.76%	Maintained
265	AMF Tjänstepension Stockholm, Sweden	$572M	+$40.2M	13	6.55%	Increased
266	MC Martin Currie Edinburgh, United Kingdom	$570M	-$23M	4	22.28%	Reduced
267	Cincinnati Insurance Fairfield, Ohio	$570M	+$25.8M	6	11.38%	Increased
268	Comerica Bank Dallas, Texas	$566M	-$12.3M	75	4.4%	Reduced
269	Första AP-fonden Stockholm, Sweden	$564M	+$84M	26	6.37%	Increased
270	Egerton Capital (UK) London, United Kingdom	$563M	-$1.18B	2	4.85%	Reduced
271	Virginia Retirement Systems Richmond, Virginia	$561M	+$15.8M	36	5.84%	Increased
272	Findlay Park Partners London, United Kingdom	$558M	-$327M	4	6.08%	Reduced
273	TCW Group Los Angeles, California	$557M	-$7.29M	15	7.97%	Reduced
274	Saturna Capital Bellingham, Washington	$556M	-$33.4M	14	11.97%	Reduced
275	Banque Pictet & Cie Geneva 73, Switzerland	$555M	+$3.58M	21	5.78%	Increased