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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	Snyder Capital Management San Francisco, California	$518M	+$9.16M	7	11.03%	Increased
327	Fjarde Ap-fonden Stockholm, Sweden	$517M	-$8.78M	26	6.98%	Reduced
328	PIM Platinum Investment Management Sydney Australia 2000, Australia	$514M	+$9.78M	10	17.85%	Increased
329	Viking Global Investors Stamford, Connecticut	$509M	-$355M	3	2.39%	Reduced
330	Daiwa Securities Group Tokyo, Japan	$509M	+$15.5M	35	3.53%	Increased
331	Aspex Management (HK) Central, Hong Kong	$508M	+$97.8M	4	12.47%	Increased
332	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$504M	-$101M	6	13.22%	Reduced
333	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$503M	-$146M	14	11.96%	Reduced
334	Capital International Inc Los Angeles, California	$502M	-$7.7M	16	10.09%	Reduced
335	Schonfeld Strategic Advisors New York	$502M	+$24.8M	67	4.81%	Increased
336	Yousif Capital Management Bloomfield Hills, Michigan	$498M	-$20.6M	71	6.48%	Reduced
337	ESCM Echo Street Capital Management New York	$497M	+$245M	16	4.47%	Increased
338	Mutual of America Capital Management New York	$496M	-$36.6M	61	5.89%	Reduced
339	Cullen Capital Management New York	$493M	+$25.2M	9	4.51%	Increased
340	TP Theleme Partners London, United Kingdom	$486M	+$145M	5	20.89%	Increased
341	Guinness Asset Management London, United Kingdom	$485M	+$33M	13	12.33%	Increased
342	Carmignac Gestion Paris, France	$483M	+$139M	8	8.05%	Increased
343	Penserra Capital Management Orinda, California	$480M	+$60.1M	56	9.95%	Increased
344	Intermede Investment Partners London, United Kingdom	$478M	+$239M	3	11.71%	Increased
345	Banque Pictet & Cie Geneva 73, Switzerland	$476M	-$146M	20	4.62%	Reduced
346	Commerce Bank Kansas City, Missouri	$474M	+$35.4M	36	3.72%	Increased
347	F FIFTHDELTA London, United Kingdom	$474M	-$208M	4	31.1%	Reduced
348	Utah Retirement Systems Salt Lake City, Utah	$468M	-$366K	35	6.77%	Reduced
349	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$467M	+$60.7M	25	7.27%	Increased
350	Rathbones Group Liverpool, United Kingdom	$466M	+$98.6M	17	4.76%	Increased