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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	Första AP-fonden Stockholm, Sweden	$1.54B	+$80M	25	11.86%	Increased
252	London Company of Virginia Richmond, Virginia	$1.52B	-$43.8M	8	8.02%	Reduced
253	Saturna Capital Bellingham, Washington	$1.52B	-$1.12M	18	19.88%	Reduced
254	Mercer Global Advisors Denver, Colorado	$1.51B	+$607M	46	3.53%	Increased
255	AssetMark Inc Concord, California	$1.47B	+$42M	64	4.22%	Increased
256	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$1.47B	+$79.2M	73	1.31%	Increased
257	AGF Management Toronto, Ontario, Canada	$1.46B	+$170M	19	7.42%	Increased
258	Vaughan Nelson Investment Management Houston, Texas	$1.46B	+$31.9M	13	12.97%	Increased
259	WorldQuant Millennium Advisors New York	$1.45B	+$352M	11	10.63%	Increased
260	Comerica Bank Dallas, Texas	$1.41B	+$162K	78	5.58%	Increased
261	British Columbia Investment Management Victoria, British Columbia, Canada	$1.4B	-$142M	27	8.4%	Reduced
262	Verition Fund Management Greenwich, Connecticut	$1.4B	+$209M	79	7.05%	Increased
263	PineBridge Investments New York	$1.38B	-$103M	31	10.37%	Reduced
264	KeyBank National Association Cleveland, Ohio	$1.38B	-$67.2M	41	5.33%	Reduced
265	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$1.37B	-$1.59B	60	5.88%	Reduced
266	William Blair & Company Chicago, Illinois	$1.35B	+$113M	44	3.96%	Increased
267	AEGON Asset Management (UK) Edinburgh, United Kingdom	$1.34B	-$130M	13	18.29%	Reduced
268	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$1.34B	+$89.2K	64	8.44%	Increased
269	Cambridge Investment Research Advisors Fairfield, Iowa	$1.34B	-$10.8M	56	4.54%	Reduced
270	Eagle Asset Management St Petersburg, Florida	$1.33B	-$362M	29	6.8%	Reduced
271	Xponance Philadelphia, Pennsylvania	$1.33B	+$8.81M	55	12.82%	Increased
272	M&G plc London, United Kingdom	$1.33B	+$4.25M	24	4.79%	Increased
273	Amalgamated Bank New York	$1.32B	+$9.31M	84	10.87%	Increased
274	Huntington National Bank Columbus, Ohio	$1.32B	+$27.9M	86	9.58%	Increased
275	Holocene Advisors New York	$1.3B	+$182M	36	5.26%	Increased