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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
326	Cantor Fitzgerald New York	$2.61B	+$983M	20	28.04%	Increased
327	Banco Santander Madrid, Spain	$2.6B	+$940M	31	16.18%	Increased
328	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$2.6B	+$309M	94	7.93%	Increased
329	Maverick Capital Dallas, Texas	$2.59B	-$1.13B	57	22.91%	Reduced
330	Capital International Inc Los Angeles, California	$2.59B	+$17.7M	22	18.16%	Increased
331	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$2.56B	+$176M	32	20.34%	Increased
332	Fuller & Thaler Asset Management San Mateo, California	$2.56B	+$121K	24	6.98%	Increased
333	PensionDanmark Copenhagen O, Denmark	$2.53B	+$40M	30	21.04%	Increased
334	EV Eclipse Ventures Palo Alto, California	$2.53B	+$2.69B	1	98.28%	New
335	IEQ Capital Foster City, California	$2.52B	-$223M	59	11.62%	Reduced
336	Driehaus Capital Management Chicago, Illinois	$2.49B	-$173M	32	14.45%	Reduced
337	Congress Asset Management Boston, Massachusetts	$2.48B	+$360M	30	15.24%	Increased
338	QRG Capital Management Chicago, Illinois	$2.47B	+$189M	58	20.3%	Increased
339	OMERS Administration Corp Toronto, Ontario, Canada	$2.46B	+$166M	40	14.75%	Increased
340	Rakuten Investment Management Tokyo, Japan	$2.46B	+$228M	28	7.11%	Increased
341	OFI Invest Asset Management Paris, France	$2.45B	-$227M	26	24.46%	Reduced
342	LBP AM Paris, France	$2.45B	+$254M	28	24.48%	Increased
343	Vanguard Personalized Indexing Management Oakland, California	$2.44B	+$118M	97	19.99%	Increased
344	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$2.42B	-$13.1M	68	16.47%	Reduced
345	Commerce Bank Kansas City, Missouri	$2.4B	+$36.8M	46	10.54%	Increased
346	UPS UHLMANN PRICE SECURITIES Skokie, Illinois	$2.4B	+$13.5M	22	89.47%	Increased
347	Pathstone Holdings Englewood, New Jersey	$2.39B	+$61.2M	80	6.95%	Increased
348	Fort Washington Investment Advisors Cincinnati, Ohio	$2.38B	-$233M	23	11.98%	Reduced
349	E Fund Management Guangzhou, China	$2.38B	+$50.4M	40	53.45%	Increased
350	Schonfeld Strategic Advisors New York	$2.38B	+$481M	71	8.52%	Increased