← All themes

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	Eaton Vance Management Boston, Massachusetts	$1.94B	+$35.4M	36	5.04%	Increased
77	PNC Financial Services Group Pittsburgh, Pennsylvania	$1.93B	-$117M	87	2.15%	Reduced
78	Macquarie Group Sydney, NSW 2000, Australia	$1.92B	+$81.1M	65	3.72%	Increased
79	VVP Vulcan Value Partners Birmingham, Alabama	$1.86B	+$444M	5	17.16%	Increased
80	Asset Management One Tokyo, Japan	$1.83B	+$7.59M	29	4.36%	Increased
81	Arrowstreet Capital Boston, Massachusetts	$1.83B	+$1.11B	40	4.79%	Increased
82	Fidelity International Hamilton, Bermuda	$1.8B	+$339M	28	3.2%	Increased
83	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.79B	+$418M	45	3.98%	Increased
84	Epoch Investment Partners New York	$1.77B	+$49.7M	21	8.22%	Increased
85	Susquehanna International Group Bala Cynwyd, Pennsylvania	$1.74B	+$246M	70	0.69%	Increased
86	AIG American International Group New York	$1.74B	+$733M	74	7.15%	Increased
87	Axa Paris, France	$1.73B	+$285M	42	7.55%	Increased
88	New York State Teachers Retirement System (NYSTRS) Albany, New York	$1.68B	+$55M	57	4.77%	Increased
89	Generation Investment Management London, United Kingdom	$1.66B	+$870M	5	13.96%	Increased
90	TD Asset Management Toronto, Ontario, Canada	$1.65B	+$182M	39	2.88%	Increased
91	Raymond James & Associates St Petersburg, Florida	$1.64B	+$32M	64	2.85%	Increased
92	Russell Investments Group London, United Kingdom	$1.62B	-$50.6M	74	3.62%	Reduced
93	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$1.61B	+$388M	25	4.41%	Increased
94	US Bancorp Minneapolis, Minnesota	$1.59B	+$70.9M	82	5.13%	Increased
95	APG Asset Management Amsterdam, Netherlands	$1.58B	+$86.2M	27	3.21%	Increased
96	Two Sigma Advisers New York	$1.58B	+$498M	68	4.31%	Increased
97	State Board of Administration of Florida Retirement System Tallahassee, Florida	$1.56B	+$87.2M	68	4.66%	Increased
98	Adage Capital Partners Boston, Massachusetts	$1.5B	+$15.7M	26	4.16%	Increased
99	USAA United Services Automobile Association San Antonio, Texas	$1.5B	+$33.7M	59	4.35%	Increased
100	DekaBank Deutsche Girozentrale Frankfurt, Germany	$1.49B	+$683M	40	9.89%	Increased