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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
526	Nikko Asset Management Americas New York	$466M	-$4.37M	9	5.38%	Reduced
527	Riverbridge Partners Minneapolis, Minnesota	$464M	-$61.1M	6	6.31%	Reduced
528	Eventide Asset Management Boston, Massachusetts	$464M	-$9.5M	13	7.94%	Reduced
529	AKO Capital London, United Kingdom	$461M	+$45.5M	3	6.34%	Increased
530	Sequoia Financial Advisors Akron, Ohio	$460M	+$56.8M	37	5.54%	Increased
531	F.L. Putnam Investment Management Lynnfield, Massachusetts	$455M	+$57.5M	30	8.53%	Increased
532	PGGM Investments Zeist, Netherlands	$455M	-$14.7M	15	6.51%	Reduced
533	FCI Financial Counselors Inc Overland Park, Kansas	$454M	-$5.18M	25	7.31%	Reduced
534	Kentucky Retirement Systems Frankfort, Kentucky	$453M	-$5.15M	24	13.11%	Reduced
535	Cullen Capital Management New York	$451M	+$6.63M	8	5.2%	Increased
536	Avantax Advisory Services Dallas, Texas	$450M	+$157M	55	3.21%	Increased
537	D.A. Davidson & Co Great Falls, Montana	$448M	-$4.12M	41	3.97%	Reduced
538	Banco Santander Madrid, Spain	$447M	+$1.17M	17	5.54%	Increased
539	Flossbach Von Storch Cologne, Germany	$440M	+$175M	7	1.85%	Increased
540	United Capital Financial Advisors Irving, Texas	$440M	-$38.4M	35	3.78%	Reduced
541	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$437M	-$54.8M	8	13.27%	Reduced
542	TD Waterhouse Canada Toronto, Ontario, Canada	$437M	-$22M	56	3.92%	Reduced
543	Quilter Plc London, United Kingdom	$435M	+$8.29M	6	9.76%	Increased
544	Ferguson Wellman Capital Management Portland, Oregon	$434M	-$1.11M	13	8.81%	Reduced
545	Penserra Capital Management Orinda, California	$432M	-$63M	49	5.46%	Reduced
546	Harvard Management Company Boston, Massachusetts	$428M	+$253M	5	25.8%	Increased
547	Tudor Investment Corp Stamford, Connecticut	$426M	-$33.6M	38	2.18%	Reduced
548	Oversea-Chinese Banking Corp (OCBC) Singapore	$424M	+$189K	24	12.47%	Increased
549	ARK Investment Management St. Petersburg, Florida	$422M	-$41.9M	10	3.74%	Reduced
550	TA Trivest Advisors Hong Kong	$422M	-$486M	4	21.86%	Reduced