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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
401	Railway Pension Investments London, United Kingdom	$1.19B	-$81.4M	8	16.92%	Reduced
402	Glenmede Trust Philadelphia, Pennsylvania	$1.18B	-$47.5M	55	5.8%	Reduced
403	Silvercrest Asset Management New York	$1.18B	-$166M	51	8.49%	Reduced
404	Sanctuary Advisors Indianapolis, Indiana	$1.17B	+$14.3M	61	6.3%	Increased
405	BSN Capital Partners London, United Kingdom	$1.16B	+$656M	2	29.54%	Increased
406	SRS Investment Management New York	$1.16B	+$124M	5	12.25%	Increased
407	PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen,	$1.16B	-$108M	15	17.41%	Reduced
408	Vaughan Nelson Investment Management Houston, Texas	$1.15B	-$395M	13	11.57%	Reduced
409	State of Alaska Department of Revenue Juneau, Alaska	$1.15B	+$44.2M	72	12.41%	Increased
410	Thornburg Investment Management Santa Fe, New Mexico	$1.14B	+$13.6M	15	11.88%	Increased
411	Capital Fund Management (CFM) Paris, France	$1.14B	-$143M	40	5.14%	Reduced
412	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$1.13B	+$256M	30	8.9%	Increased
413	Vinva Investment Management Sydney, Australia	$1.13B	+$136M	30	14.03%	Increased
414	LMR Partners London, United Kingdom	$1.13B	-$260M	44	2.49%	Reduced
415	Weiss Asset Management Boston, Massachusetts	$1.13B	-$264M	18	19.04%	Reduced
416	D1 Capital Partners New York	$1.13B	+$83.3M	6	10.07%	Increased
417	Zacks Investment Management Chicago, Illinois	$1.13B	+$9.8M	39	9.03%	Increased
418	Trexquant Investment Stamford, Connecticut	$1.12B	+$427M	42	8.08%	Increased
419	Union Bancaire Privee Geneva 1, Switzerland	$1.11B	+$25.4M	23	15.47%	Increased
420	Mutual of America Capital Management New York	$1.11B	-$46M	62	12.63%	Reduced
421	BSL Blue Sparrow LLC Dover, Delaware	$1.11B	+$95.2M	16	19%	Increased
422	Wasatch Advisors Salt Lake City, Utah	$1.1B	-$340M	12	7.3%	Reduced
423	Altshuler Shaham Tel Aviv, Israel	$1.08B	+$174M	30	19.53%	Increased
424	IMC Chicago Chicago, Illinois	$1.08B	+$133M	55	0.39%	Increased
425	Whittier Trust South Pasadena, California	$1.07B	+$3.77M	45	12.1%	Increased