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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
351	Congress Asset Management Boston, Massachusetts	$1.44B	-$6.63M	22	10.14%	Reduced
352	Defiance ETFs New York	$1.43B	+$1.39B	39	46.72%	New
353	Raiffeisen Bank International Vienna, Austria	$1.41B	-$20.1M	34	18.21%	Reduced
354	Mediolanum International Funds Dublin 1, Ireland	$1.41B	-$25.7M	21	14.09%	Reduced
355	Pzena Investment Management New York	$1.4B	+$91.7M	5	4.2%	Increased
356	Slate Path Capital New York	$1.4B	+$704M	8	18.92%	Increased
357	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$1.4B	-$12.3M	13	11.99%	Reduced
358	Vaughan Nelson Investment Management Houston, Texas	$1.4B	-$115M	12	13.67%	Reduced
359	LBP AM Paris, France	$1.39B	+$15.6M	25	16.15%	Increased
360	Mairs & Power Inc St Paul, Minnesota	$1.39B	-$124M	15	13.41%	Reduced
361	Wealthfront Advisers Palo Alto, California	$1.39B	+$63M	37	3.11%	Increased
362	INTECH Investment Management West Palm Beach, Florida	$1.37B	+$26.9M	78	12.27%	Increased
363	Construction & Building Unions Superannuation Fund Melbourne, Australia	$1.37B	+$962M	14	19.07%	Increased
364	ExodusPoint Capital Management New York	$1.36B	+$871M	45	10.68%	Increased
365	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$1.36B	+$33.8M	2	14.6%	Increased
366	Flossbach Von Storch Cologne, Germany	$1.36B	-$221M	8	5.38%	Reduced
367	Rokos Capital Management (UK) London, United Kingdom	$1.36B	-$708M	18	5.28%	Reduced
368	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$1.35B	+$24.6M	89	5.16%	Increased
369	BAMCO Inc New York	$1.35B	+$17.1M	18	3.65%	Increased
370	Montrusco Bolton Investments Montreal, Quebec, Canada	$1.33B	-$31.6M	5	16.62%	Reduced
371	Factory Mutual Insurance Waltham, Massachusetts	$1.33B	-$7.65M	15	13.47%	Reduced
372	Andra AP-fonden Goteborg, Sweden	$1.33B	-$129M	23	16.4%	Reduced
373	Carson Wealth (CWM LLC) Omaha, Nebraska	$1.31B	+$60.6M	115	3.56%	Increased
374	&Partners Nashville, Tennessee	$1.31B	+$226M	60	6.87%	Increased
375	QRG Capital Management Chicago, Illinois	$1.31B	+$74.4M	47	14.61%	Increased