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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
76	BNP Paribas Asset Management Paris, France	$21.8B	-$287M	88	21.81%	Reduced
77	First Trust Advisors Wheaton, Illinois	$21.1B	-$228M	91	12.42%	Reduced
78	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$20.6B	-$195M	94	18.97%	Reduced
79	Envestnet Asset Management Chicago, Illinois	$20.6B	+$432M	103	4.85%	Increased
80	ClearBridge Investments New York	$20.6B	-$35.3M	36	17.01%	Reduced
81	Pictet Asset Management Carouge, Switzerland	$20.5B	-$2.19B	88	19.63%	Reduced
82	T. Rowe Price Investment Management Baltimore, Maryland	$19.7B	-$880M	59	12.9%	Reduced
83	Russell Investments Group London, United Kingdom	$19.6B	+$1.06B	118	17.18%	Increased
84	Jane Street New York	$19.1B	+$782M	121	1.58%	Increased
85	Assenagon Asset Management Senningerberg, Luxembourg	$18.8B	+$2.04B	60	23.4%	Increased
86	D.E. Shaw & Co New York	$18.7B	-$6.19B	104	8.91%	Reduced
87	Clear Street New York	$17.9B	+$2.89B	44	45.22%	Increased
88	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$16.9B	-$357M	93	13.18%	Reduced
89	Allianz Asset Management Munich, Germany	$16.6B	+$1.46B	66	13.49%	Increased
90	Acadian Asset Management Boston, Massachusetts	$15.8B	-$377M	92	18.76%	Reduced
91	Natixis Advisors Boston, Massachusetts	$15.5B	+$1.35B	68	17.46%	Increased
92	TD Asset Management Toronto, Ontario, Canada	$15.4B	-$1.73B	69	13.37%	Reduced
93	Robeco Institutional Asset Management Rotterdam, Netherlands	$15.4B	+$726M	42	18.89%	Increased
94	New York State Common Retirement Fund Albany, New York	$15.2B	-$530M	105	19.21%	Reduced
95	Citadel Advisors Miami, Florida	$15B	-$5.71B	122	1.71%	Reduced
96	Mirae Asset Global Investments Seoul, South Korea	$14.9B	+$2.18B	66	22.02%	Increased
97	SEI Investments Oaks, Pennsylvania	$14.6B	-$915M	107	12.9%	Reduced
98	Polar Capital Holdings London, United Kingdom	$14.5B	-$432M	30	34.35%	Reduced
99	Marshall Wace London, United Kingdom	$14.2B	-$2.48B	100	11.18%	Reduced
100	Bessemer Group Woodbridge, New Jersey	$13.8B	+$1.05B	83	19%	Increased