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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	Erste Asset Management Vienna, Austria	$1.64B	+$337M	33	13.76%	Increased
277	Qube Research & Technologies (QRT) London, United Kingdom	$1.64B	-$2.89B	39	1.66%	Reduced
278	Comerica Bank Dallas, Texas	$1.62B	+$6.58M	78	6.29%	Increased
279	LSV Asset Management Chicago, Illinois	$1.62B	+$103M	23	3.78%	Increased
280	Amalgamated Bank New York	$1.61B	+$12.2M	84	12.42%	Increased
281	OMERS Administration Corp Toronto, Ontario, Canada	$1.61B	+$117M	30	12.61%	Increased
282	Cambridge Investment Research Advisors Fairfield, Iowa	$1.59B	+$6.81M	68	4.83%	Increased
283	Cardano Risk Management Rotterdam, Netherlands	$1.55B	+$60.1M	2	19.89%	Increased
284	EARNEST Partners Atlanta, Georgia	$1.53B	+$91.3M	22	6.89%	Increased
285	British Columbia Investment Management Victoria, British Columbia, Canada	$1.53B	-$249M	24	8.89%	Reduced
286	Clal Insurance Tel-Aviv, Israel	$1.53B	+$36M	18	15%	Increased
287	Fort Washington Investment Advisors Cincinnati, Ohio	$1.52B	+$4.78M	20	8.78%	Increased
288	QRG Capital Management Chicago, Illinois	$1.51B	+$66.2M	49	13.16%	Increased
289	London Company of Virginia Richmond, Virginia	$1.51B	-$73.4M	9	8.52%	Reduced
290	PineBridge Investments New York	$1.46B	+$21.7M	23	11.62%	Increased
291	Huntington National Bank Columbus, Ohio	$1.46B	-$4.55M	94	9.57%	Reduced
292	Mirova US Boston, Massachusetts	$1.46B	+$162M	2	15.08%	Increased
293	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$1.45B	+$107M	26	14.32%	Increased
294	Davis Selected Advisers Tucson, Arizona	$1.42B	-$2.35M	5	7.59%	Reduced
295	Commerce Bank Kansas City, Missouri	$1.42B	+$6.8M	38	8.36%	Increased
296	Capital International Inc Los Angeles, California	$1.41B	+$111M	18	13.69%	Increased
297	MML Investors Services Springfield, Massachusetts	$1.4B	+$61.7M	61	4.06%	Increased
298	AEGON Asset Management (UK) Edinburgh, United Kingdom	$1.39B	+$18.6M	11	17.83%	Increased
299	GQG Partners Ft. Lauderdale, Florida	$1.39B	-$152M	4	1.98%	Reduced
300	Jones Financial Companies Des Peres, Missouri	$1.38B	+$205M	103	1.05%	Increased