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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	Clal Insurance Tel-Aviv, Israel	$1.3B	-$48.4M	14	11.48%	Reduced
277	DSM Capital Partners Palm Beach Gardens, Florida	$1.29B	-$48.4M	13	19.73%	Reduced
278	SoftBank Group Tokyo, Japan	$1.28B	$0	1	5.82%	Maintained
279	USS Investment Management London, United Kingdom	$1.27B	+$4.86M	26	9.27%	Increased
280	Comgest Global Investors Paris, France	$1.27B	-$322M	5	18.16%	Reduced
281	Whale Rock Capital Management Boston, Massachusetts	$1.26B	-$234M	7	17.68%	Reduced
282	Zurich Insurance Group Zurich, Switzerland	$1.24B	-$295M	10	10.56%	Reduced
283	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$1.23B	-$44.7M	23	11.15%	Reduced
284	AustralianSuper Melbourne, Australia	$1.23B	-$86.4M	15	6.12%	Reduced
285	Czech National Bank Prague, Czech Republic	$1.21B	+$85M	24	12.17%	Increased
286	Lone Pine Capital Greenwich, Connecticut	$1.2B	-$327M	3	8.96%	Reduced
287	Rathbones Group Liverpool, United Kingdom	$1.2B	+$59.3M	26	6.06%	Increased
288	Voloridge Investment Management Jupiter, Florida	$1.19B	+$98.5M	41	4.32%	Increased
289	OMERS Administration Corp Toronto, Ontario, Canada	$1.19B	-$32.4M	37	10.93%	Reduced
290	Congress Asset Management Boston, Massachusetts	$1.18B	-$154M	19	8.06%	Reduced
291	Varma Mutual Pension Insurance Co Helsinki, Finland	$1.18B	-$129M	20	9.35%	Reduced
292	IFM Investors Melbourne, Australia	$1.17B	-$9.31M	24	11.23%	Reduced
293	Mairs & Power Inc St Paul, Minnesota	$1.16B	-$3.73M	13	10.89%	Reduced
294	Commerce Bank Kansas City, Missouri	$1.14B	+$8.7M	39	6.98%	Increased
295	CAPTRUST Financial Advisors Raleigh, North Carolina	$1.13B	-$4.45M	57	3.36%	Reduced
296	Thornburg Investment Management Santa Fe, New Mexico	$1.13B	-$4.52M	16	14.7%	Reduced
297	Altimeter Capital Management Boston, Massachusetts	$1.13B	+$159M	4	16.68%	Increased
298	Fjarde Ap-fonden Stockholm, Sweden	$1.12B	+$1.1B	26	11.46%	New
299	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$1.12B	-$63.5M	66	9.76%	Reduced
300	LBP AM Paris, France	$1.11B	+$753M	21	16.65%	Increased