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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	Gateway Investment Advisers Cincinnati, Ohio	$702M	-$61.9M	26	8.26%	Reduced
302	Pacer Advisors Malvern, Pennsylvania	$697M	-$152M	62	2.81%	Reduced
303	Third Point New York	$693M	+$437M	4	10.16%	Increased
304	Jacobs Levy Equity Management Florham Park, New Jersey	$689M	+$89.8M	26	3.97%	Increased
305	Fjarde Ap-fonden Stockholm, Sweden	$685M	+$46.1M	26	8.4%	Increased
306	USS Investment Management London, United Kingdom	$681M	-$8.35M	26	8.04%	Reduced
307	Tiger Global Management New York	$674M	+$305M	3	5.63%	Increased
308	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$665M	+$20.6M	65	5.21%	Increased
309	Clal Insurance Tel-Aviv, Israel	$662M	+$18.9M	16	7.91%	Increased
310	Mercer Global Advisors Denver, Colorado	$657M	+$145M	56	2.61%	Increased
311	Nissay Asset Management Tokyo, Japan	$656M	-$41.3M	33	5.66%	Reduced
312	Clark Capital Management Group Philadelphia, Pennsylvania	$644M	-$11.4M	20	5.75%	Reduced
313	Xponance Philadelphia, Pennsylvania	$640M	-$18.5M	48	8.53%	Reduced
314	Zevenbergen Capital Investments Edmonds, Washington	$640M	-$18.8M	12	15.21%	Reduced
315	TimesSquare Capital Management New York	$633M	+$21.7M	14	9.08%	Increased
316	Cerity Partners New York	$633M	-$133M	41	2.46%	Reduced
317	Sustainable Growth Advisers Stamford, Connecticut	$632M	+$401M	2	3%	Increased
318	Vontobel Asset Management New York	$626M	-$7.76M	3	4.15%	Reduced
319	Jensen Investment Management Lake Oswego, Oregon	$625M	+$178M	7	4.58%	Increased
320	First Manhattan New York	$623M	-$19M	38	2.28%	Reduced
321	Artemis Investment Management Edinburgh, United Kingdom	$622M	-$109M	19	7.78%	Reduced
322	Waverton Investment Management London, United Kingdom	$620M	-$268K	5	17.63%	Reduced
323	NZS Capital Denver, Colorado	$620M	-$25.2M	14	31.01%	Reduced
324	B. Metzler seel. Sohn & Co Frankfurt, Germany	$615M	-$48.8M	34	8.32%	Reduced
325	Huntington National Bank Columbus, Ohio	$614M	-$12.9M	75	5.69%	Reduced