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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
276	KeyBank National Association Cleveland, Ohio	$790M	-$3.23M	42	3.58%	Reduced
277	Jupiter Asset Management London, United Kingdom	$788M	+$51.8M	20	8.61%	Increased
278	AGF Management Toronto, Ontario, Canada	$788M	-$34.8M	20	5.71%	Reduced
279	PineBridge Investments New York	$786M	+$10.3M	35	8.48%	Increased
280	Woodline Partners San Francisco, California	$786M	+$122M	19	9.32%	Increased
281	TPSF Texas Permanent School Fund Austin, Texas	$782M	+$2.49M	62	7.24%	Increased
282	Capital Group Private Client Services Los Angeles, California	$778M	-$84.9M	13	9.17%	Reduced
283	UniSuper Management Melbourne, Victoria, Australia	$778M	+$671M	27	8.82%	New
284	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$768M	-$27.6M	62	0.99%	Reduced
285	CIBC World Market Toronto, Ontario, Canada	$767M	-$43.9M	36	2.44%	Reduced
286	Sarasin & Partners London, United Kingdom	$756M	+$109M	5	8.77%	Increased
287	William Blair & Company Chicago, Illinois	$756M	+$6.36M	47	2.77%	Increased
288	Mairs & Power Inc St Paul, Minnesota	$755M	-$87.2M	13	8.21%	Reduced
289	Fort Washington Investment Advisors Cincinnati, Ohio	$746M	-$10.3M	18	5.39%	Reduced
290	Findlay Park Partners London, United Kingdom	$743M	-$125M	6	7.63%	Reduced
291	Vaughan Nelson Investment Management Houston, Texas	$738M	+$23.4M	13	8.19%	Increased
292	Twin Tree Management Dallas, Texas	$736M	+$185M	38	1.13%	Increased
293	Saturna Capital Bellingham, Washington	$733M	-$25.8M	18	12.68%	Reduced
294	Mirova US Boston, Massachusetts	$721M	-$166M	2	12%	Reduced
295	Cincinnati Insurance Fairfield, Ohio	$710M	+$4.15M	7	13.5%	Increased
296	Egerton Capital (UK) London, United Kingdom	$708M	-$82.8M	3	7.3%	Reduced
297	Creative Planning Overland Park, Kansas	$708M	-$6.2M	64	0.94%	Reduced
298	SCGE Management Menlo Park, California	$708M	+$343M	6	16.69%	Increased
299	Driehaus Capital Management Chicago, Illinois	$706M	-$106M	19	8.91%	Reduced
300	Manning & Napier Group Fairport, New York	$704M	+$148M	14	8.05%	Increased