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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
101	MTB Mizuho Trust & Banking Tokyo, Japan	$1.21B	+$8.33M	25	3.58%	Increased
102	State Board of Administration of Florida Retirement System Tallahassee, Florida	$1.2B	-$19.2M	64	3.74%	Reduced
103	HSBC Holdings London, United Kingdom	$1.2B	+$95.1M	36	2.98%	Increased
104	William Blair Investment Management Chicago, Illinois	$1.19B	-$32.7M	8	4.49%	Reduced
105	Boston Partners Boston, Massachusetts	$1.18B	-$15.1M	12	1.66%	Reduced
106	Sanders Capital West Palm Beach, Florida	$1.18B	-$144M	2	9.31%	Reduced
107	Ninety One (UK) London, United Kingdom	$1.16B	+$193M	10	5.65%	Increased
108	Citigroup New York	$1.16B	-$282M	84	1.08%	Reduced
109	BlackRock Japan Tokyo, Japan	$1.15B	+$16.1M	35	3.94%	Increased
110	Aberdeen Asset Management Aberdeen, United Kingdom	$1.14B	-$17.4M	21	4.08%	Reduced
111	Winslow Capital Management Minneapolis, Minnesota	$1.14B	+$291M	5	4.74%	Increased
112	Pictet Asset Management (UK) London, United Kingdom	$1.13B	+$116M	24	4.24%	Increased
113	TD Asset Management Toronto, Ontario, Canada	$1.1B	+$111M	34	1.91%	Increased
114	Credit Agricole Montrouge Cedex, France	$1.08B	+$83.7M	39	3.52%	Increased
115	State of Wisconsin Investment Board Madison, Wisconsin	$1.07B	-$29.3M	42	4.22%	Reduced
116	Raymond James & Associates St Petersburg, Florida	$1.07B	+$166M	56	2.92%	Increased
117	Fred Alger Management New York	$1.03B	+$256M	17	5.27%	Increased
118	First Trust Advisors Wheaton, Illinois	$1.01B	+$3.58M	59	3%	Increased
119	Hotchkis & Wiley Capital Management Los Angeles, California	$999M	-$362M	5	4.17%	Reduced
120	Amundi Asset Management US Boston, Massachusetts	$998M	+$43.3M	19	3.59%	Increased
121	Two Sigma Investments New York	$982M	-$36.7M	56	3.56%	Reduced
122	Frontier Capital Management Boston, Massachusetts	$979M	-$54.5M	23	7.85%	Reduced
123	Prudential plc London, England, United Kingdom	$970M	-$70.4M	18	3.66%	Reduced
124	Barclays London, United Kingdom	$959M	-$383M	86	1.06%	Reduced
125	State of Tennessee, Department of Treasury Nashville, Tennessee	$957M	-$47M	47	4.62%	Reduced