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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
376	Mediolanum International Funds Dublin 1, Ireland	$1.34B	+$43.3M	25	14.21%	Increased
377	Mairs & Power Inc St Paul, Minnesota	$1.34B	-$43.9M	17	13.65%	Reduced
378	AE Wealth Management Topeka, Kansas	$1.32B	+$143M	50	7.15%	Increased
379	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$1.32B	-$90.2M	2	14.1%	Reduced
380	New York Life Investment Management New York	$1.31B	+$80.3M	38	11.06%	Increased
381	Andra AP-fonden Goteborg, Sweden	$1.31B	-$34.1M	25	15.56%	Reduced
382	INTECH Investment Management West Palm Beach, Florida	$1.29B	-$51.9M	74	12.68%	Reduced
383	Tudor Investment Corp Stamford, Connecticut	$1.28B	+$103M	56	2.37%	Increased
384	Kestra Advisory Services Austin, Texas	$1.26B	+$101M	57	4.78%	Increased
385	Jericho Capital Asset Management New York	$1.26B	-$415M	4	18.63%	Reduced
386	E Fund Management Guangzhou, China	$1.25B	+$1.19B	36	37.27%	New
387	iA Global Asset Management Quebec, Quebec, Canada	$1.25B	+$28.6M	25	17.76%	Increased
388	Clark Capital Management Group Philadelphia, Pennsylvania	$1.24B	+$184M	25	7.67%	Increased
389	UPS UHLMANN PRICE SECURITIES Skokie, Illinois	$1.24B	+$1.15B	16	83.03%	Increased
390	Sarasin & Partners London, United Kingdom	$1.23B	+$168M	4	15.01%	Increased
391	Montrusco Bolton Investments Montreal, Quebec, Canada	$1.22B	-$77.8M	5	18.46%	Reduced
392	Quadrature Capital London, United Kingdom	$1.22B	-$376M	35	14.52%	Reduced
393	Robeco Schweiz Zurich, Switzerland	$1.21B	+$49.6M	24	25.68%	Increased
394	OCMI Oaktop Capital Management II Chatham, New Jersey	$1.21B	-$29.2M	7	90.37%	Reduced
395	Scotia Capital Toronto, Ontario, Canada	$1.21B	+$34.3M	38	4.97%	Increased
396	Voyager Global Management New York	$1.21B	+$130M	2	41.1%	Increased
397	Employees Retirement System of Texas Austin, Texas	$1.2B	-$17.7M	20	10.53%	Reduced
398	ASR Vermogensbeheer Utrecht, Netherlands	$1.19B	+$40.6M	29	14.04%	Increased
399	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$1.19B	-$43.4M	19	14.64%	Reduced
400	Stockbridge Partners Boston, Massachusetts	$1.19B	+$263M	3	28.77%	Increased