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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
301	Aspex Management (HK) Central, Hong Kong	$439M	-$251M	2	12.95%	Reduced
302	CIBC World Market Toronto, Ontario, Canada	$432M	+$7.38M	37	1.66%	Increased
303	Första AP-fonden Stockholm, Sweden	$429M	+$27.9M	25	5.25%	Increased
304	Paradigm Capital Management Inc Albany, New York	$426M	-$18.8M	20	30.63%	Reduced
305	Pendal Group Sydney, Australia	$424M	-$426M	19	4.12%	Reduced
306	SCH Sylebra Capital (HK) Hong Kong	$422M	+$9.92M	2	20.9%	Increased
307	Nissay Asset Management Tokyo, Japan	$416M	+$38.5M	30	4.37%	Increased
308	State of Alaska Department of Revenue Juneau, Alaska	$415M	-$31.8M	63	5.58%	Reduced
309	Oregon Public Employees Retirement Fund Tigard, Oregon	$413M	-$21M	61	5.88%	Reduced
310	Snyder Capital Management San Francisco, California	$412M	+$31.2M	7	10.53%	Increased
311	Capital International Inc Los Angeles, California	$408M	-$244M	16	9.11%	Reduced
312	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$406M	+$15.5M	64	0.71%	Increased
313	Clark Capital Management Group Philadelphia, Pennsylvania	$404M	+$51M	20	5.3%	Increased
314	PIM Platinum Investment Management Sydney Australia 2000, Australia	$404M	-$31.9M	9	16.86%	Reduced
315	Alyeska Investment Group Chicago, Illinois	$396M	+$345M	5	4.62%	Increased
316	DACG Donor Advised Charitable Giving San Francisco, California	$393M	$0	1	83.09%	Maintained
317	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$392M	+$453M	46	6.68%	New
318	Altshuler Shaham Tel Aviv, Israel	$391M	-$289M	24	9.6%	Reduced
319	Driehaus Capital Management Chicago, Illinois	$387M	+$18.7M	7	5.86%	Increased
320	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$387M	-$127M	30	9.49%	Reduced
321	Creative Planning Overland Park, Kansas	$387M	+$333K	53	0.67%	Increased
322	ING Group Amsterdam, Netherlands	$381M	-$154M	26	6.38%	Reduced
323	Walleye Trading New York	$375M	-$75.5M	40	1.14%	Reduced
324	Westwood Holdings Group Dallas, Texas	$373M	-$4.75M	18	4.4%	Reduced
325	ACM Atlanta Capital Management Atlanta, Georgia	$371M	+$19.8M	4	1.65%	Increased