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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	Driehaus Capital Management Chicago, Illinois	$999M	-$5.78M	14	9.96%	Reduced
302	USS Investment Management London, United Kingdom	$998M	+$28.1M	25	8.17%	Increased
303	Fjarde Ap-fonden Stockholm, Sweden	$996M	+$13M	26	11.01%	Increased
304	Capital Group Private Client Services Los Angeles, California	$994M	-$69.9M	15	10.14%	Reduced
305	IFM Investors Melbourne, Australia	$985M	+$4.66M	25	10.74%	Increased
306	Ossiam Paris, France	$984M	+$222M	30	17.23%	Increased
307	BAMCO Inc New York	$979M	-$145M	18	2.61%	Reduced
308	Martin Currie Edinburgh, United Kingdom	$977M	-$175M	4	30.07%	Reduced
309	QRG Capital Management Chicago, Illinois	$975M	-$4.01M	45	12.38%	Reduced
310	CAPTRUST Financial Advisors Raleigh, North Carolina	$973M	+$632M	52	3.58%	Increased
311	Gateway Investment Advisers Cincinnati, Ohio	$972M	-$66.5M	26	11.07%	Reduced
312	Rathbones Group Liverpool, United Kingdom	$971M	-$34.6M	25	5.61%	Reduced
313	Vontobel Asset Management New York	$970M	+$131M	4	5.37%	Increased
314	Degroof Petercam Asset Management Brussels, Belgium	$961M	+$59.7M	27	11.56%	Increased
315	Silicon Valley Community Foundation Mountain View, California	$954M	-$15.6M	1	34.98%	Reduced
316	SoftBank Group Tokyo, Japan	$950M	$0	1	4.98%	Maintained
317	Cincinnati Insurance Fairfield, Ohio	$928M	+$22.3M	7	15.24%	Increased
318	MML Investors Services Springfield, Massachusetts	$918M	+$13.9M	60	3.78%	Increased
319	Railway Pension Investments London, United Kingdom	$915M	-$92.9M	13	8.9%	Reduced
320	Erste Asset Management Vienna, Austria	$911M	-$33.3M	23	12.41%	Reduced
321	Temasek Holdings Singapore	$909M	-$110M	6	5.03%	Reduced
322	Perpetual Ltd Sydney, New South Wales, Australia	$906M	-$26.6M	24	8.85%	Reduced
323	Findlay Park Partners London, United Kingdom	$896M	-$42.3M	4	8.22%	Reduced
324	Pathstone Holdings Englewood, New Jersey	$894M	+$110M	69	4.16%	Increased
325	Commerce Bank Kansas City, Missouri	$891M	-$18.7M	36	5.89%	Reduced