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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	AGF Management Toronto, Ontario, Canada	$1.91B	-$180M	18	8.42%	Reduced
277	Woodline Partners San Francisco, California	$1.91B	-$26.4M	31	9%	Reduced
278	Cambridge Investment Research Advisors Fairfield, Iowa	$1.9B	+$23M	70	5.21%	Increased
279	Hudson Bay Capital Management Stamford, Connecticut	$1.89B	-$211M	24	6.29%	Reduced
280	Alphinity Investment Management Sydney, Australia	$1.89B	-$341M	4	18.47%	Reduced
281	M&T Bank Buffalo, New York	$1.89B	-$146M	57	6.36%	Reduced
282	Amalgamated Bank New York	$1.89B	+$3.17M	85	13.51%	Increased
283	PineBridge Investments New York	$1.89B	+$172M	23	14%	Increased
284	Cardano Risk Management Rotterdam, Netherlands	$1.88B	+$40.1M	2	20.01%	Increased
285	Comerica Bank Dallas, Texas	$1.88B	-$26M	78	7.08%	Reduced
286	Clal Insurance Tel-Aviv, Israel	$1.85B	-$108M	19	14.07%	Reduced
287	Capital International Inc Los Angeles, California	$1.83B	+$154M	18	14.61%	Increased
288	EARNEST Partners Atlanta, Georgia	$1.81B	+$84.7M	22	7.85%	Increased
289	Huntington National Bank Columbus, Ohio	$1.8B	+$98.9M	90	11.01%	Increased
290	Rokos Capital Management (UK) London, United Kingdom	$1.79B	+$378M	12	7.68%	Increased
291	Mirova US Boston, Massachusetts	$1.78B	+$39.7M	3	18.01%	Increased
292	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$1.78B	+$580M	22	15.98%	Increased
293	Jones Financial Companies Des Peres, Missouri	$1.78B	+$171M	106	1.21%	Increased
294	Capstone Investment Advisors New York	$1.75B	-$569M	33	3.26%	Reduced
295	Zurich Insurance Group Zurich, Switzerland	$1.74B	-$327M	13	12.46%	Reduced
296	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$1.74B	+$91.1M	27	18.71%	Increased
297	OMERS Administration Corp Toronto, Ontario, Canada	$1.71B	-$117M	38	12.25%	Reduced
298	Lido Advisors Los Angeles, California	$1.71B	+$203M	51	5.34%	Increased
299	DSM Capital Partners Palm Beach Gardens, Florida	$1.7B	+$77.4M	5	24.24%	Increased
300	Ossiam Paris, France	$1.7B	-$675M	33	21.82%	Reduced