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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
426	Groupe la Francaise Paris, France	$1.07B	+$192M	22	14.64%	Increased
427	Oregon Public Employees Retirement Fund Tigard, Oregon	$1.07B	-$6.68M	65	14.09%	Reduced
428	Manning & Napier Advisors Fairport, New York	$1.06B	-$59.5M	22	14.98%	Reduced
429	Capstone Investment Advisors New York	$1.06B	-$1.26B	39	1.85%	Reduced
430	SCGE Management Menlo Park, California	$1.06B	-$109M	5	32.06%	Reduced
431	Farallon Capital Management San Francisco, California	$1.05B	+$386M	6	5.52%	Increased
432	Blue Whale Capital London, United Kingdom	$1.05B	+$148M	6	49.78%	Increased
433	Flossbach Von Storch Cologne, Germany	$1.05B	-$487M	8	4.88%	Reduced
434	Lansdowne Partners (UK) London, United Kingdom	$1.04B	+$177M	5	55.98%	Increased
435	Prudential plc London, England, United Kingdom	$1.04B	+$37.8M	38	6.12%	Increased
436	Unisphere Establishment Vaduz, Liechtenstein	$1.04B	+$121M	7	8.77%	Increased
437	Kayne Anderson Rudnick Investment Management Los Angeles, California	$1.04B	-$21.7M	49	3.06%	Reduced
438	London & Capital Asset Management London, United Kingdom	$1.04B	+$59.1M	12	11.33%	Increased
439	Yousif Capital Management Bloomfield Hills, Michigan	$1.04B	-$65.2M	73	12.16%	Reduced
440	Carmignac Gestion Paris, France	$1.03B	+$372M	9	15.85%	Increased
441	Walleye Capital New York	$1.03B	-$223M	78	4.29%	Reduced
442	ExodusPoint Capital Management New York	$1.03B	-$335M	50	8.15%	Reduced
443	Banque Pictet & Cie Geneva 73, Switzerland	$1.02B	-$67.2M	18	7.22%	Reduced
444	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$1.02B	-$3.05B	19	23.51%	Reduced
445	Groupama Asset Management Paris, France	$1.01B	-$55.1M	23	14.76%	Reduced
446	Aware Super Sydney, Australia	$1B	+$1.05B	12	15.19%	New
447	HM Payson & Co Portland, Maine	$997M	-$117M	38	14.39%	Reduced
448	Davenport & Co Richmond, Virginia	$997M	+$12.9M	38	5.42%	Increased
449	Egerton Capital (UK) London, United Kingdom	$996M	+$995M	2	11.06%	New
450	GW&K Investment Management Boston, Massachusetts	$996M	-$29.4M	44	8.78%	Reduced