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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	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$1.49B	+$24.9M	35	12.02%	Increased
352	Virginia Retirement Systems Richmond, Virginia	$1.49B	-$230M	33	11.02%	Reduced
353	Wealthfront Advisers Palo Alto, California	$1.48B	+$125M	40	3.25%	Increased
354	Congress Asset Management Boston, Massachusetts	$1.48B	+$26.8M	28	10.61%	Increased
355	B. Metzler seel. Sohn & Co Frankfurt, Germany	$1.48B	+$22M	36	13.73%	Increased
356	ARK Investment Management St. Petersburg, Florida	$1.48B	-$267M	12	11.5%	Reduced
357	MUFG Securities EMEA London, United Kingdom	$1.47B	-$422M	30	21.94%	Reduced
358	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$1.47B	+$42.4M	13	12.86%	Increased
359	AEGON Asset Management (UK) Edinburgh, United Kingdom	$1.46B	-$194M	12	19.28%	Reduced
360	ABN AMRO Investment Solutions Paris Cedex 008,	$1.44B	+$311M	38	18.79%	Increased
361	Utah Retirement Systems Salt Lake City, Utah	$1.44B	-$7.98M	42	14.72%	Reduced
362	Rakuten Investment Management Tokyo, Japan	$1.44B	+$59.3M	28	2.93%	Increased
363	Fuller & Thaler Asset Management San Mateo, California	$1.43B	-$111M	20	4.83%	Reduced
364	British Columbia Investment Management Victoria, British Columbia, Canada	$1.43B	-$404M	31	8.44%	Reduced
365	Analog Century Management New York	$1.42B	-$522M	17	67.85%	Reduced
366	Meitav Investment House Bene-Beraq, Israel	$1.41B	+$225M	14	15.47%	Increased
367	Wealth Enhancement Advisory Services Plymouth, Minnesota	$1.39B	-$2.79B	87	2.84%	Reduced
368	&Partners Nashville, Tennessee	$1.39B	+$60.7M	63	6.89%	Increased
369	BAMCO Inc New York	$1.39B	-$2.13M	19	4.19%	Reduced
370	LBP AM Paris, France	$1.39B	-$1.16M	26	18.98%	Reduced
371	Carson Wealth (CWM LLC) Omaha, Nebraska	$1.38B	+$52.1M	116	3.63%	Increased
372	Pzena Investment Management New York	$1.38B	-$9.5M	4	4.48%	Reduced
373	Steward Partners Investment Advisory New York	$1.38B	+$260M	89	7.02%	Increased
374	Nomura Holdings Tokyo, Japan	$1.36B	-$1.58B	47	3.62%	Reduced
375	Factory Mutual Insurance Waltham, Massachusetts	$1.36B	+$42.9M	16	15.31%	Increased