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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	Sarasin & Partners London, United Kingdom	$1.11B	-$432M	5	10.43%	Reduced
302	Fort Washington Investment Advisors Cincinnati, Ohio	$1.1B	+$8.52M	21	6.7%	Increased
303	QRG Capital Management Chicago, Illinois	$1.1B	-$21.5M	44	11.83%	Reduced
304	Gateway Investment Advisers Cincinnati, Ohio	$1.08B	-$38.3M	29	11.9%	Reduced
305	ACM Analog Century Management New York	$1.08B	+$341M	16	73.27%	Increased
306	MML Investors Services Springfield, Massachusetts	$1.06B	+$48.9M	56	3.88%	Increased
307	Silvercrest Asset Management New York	$1.06B	-$50.4M	50	7.22%	Reduced
308	Cardano Risk Management Rotterdam, Netherlands	$1.06B	+$43.8M	2	18.77%	Increased
309	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$1.06B	-$13.2M	2	14.1%	Reduced
310	Swiss Life Asset Management Zurich,	$1.06B	-$36.2M	26	12.01%	Reduced
311	Erste Asset Management Vienna, Austria	$1.05B	+$117M	26	12.57%	Increased
312	Robeco Schweiz Zurich, Switzerland	$1.03B	-$69.1M	21	19.31%	Reduced
313	Banque Pictet & Cie Geneva 73, Switzerland	$1.03B	+$9.8M	15	7.79%	Increased
314	Capital Group Private Client Services Los Angeles, California	$1.03B	-$91.8M	13	9.78%	Reduced
315	PineStone Asset Management Montreal, Quebec, Canada	$1.02B	+$11.4M	3	9.89%	Increased
316	Driehaus Capital Management Chicago, Illinois	$1.02B	-$456M	17	8.73%	Reduced
317	Mediolanum International Funds Dublin 1, Ireland	$1.01B	+$258M	22	14.08%	Increased
318	Mirova US Boston, Massachusetts	$1.01B	-$101M	2	11.55%	Reduced
319	Newport Trust Company Washington, District of Columbia	$1B	-$30.5M	1	2.43%	Reduced
320	Atreides Management Boston, Massachusetts	$998M	+$88.6M	5	25.41%	Increased
321	HRT Financial New York	$987M	+$459M	51	4.9%	Increased
322	Zacks Investment Management Chicago, Illinois	$971M	+$95.7M	27	8.42%	Increased
323	Utah Retirement Systems Salt Lake City, Utah	$971M	-$3.32M	37	10.95%	Reduced
324	Pathstone Holdings Englewood, New Jersey	$953M	-$10.2M	72	4.22%	Reduced
325	Royce & Associates New York	$949M	-$30.5M	40	8.63%	Reduced