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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	Impax Asset Management Group London, United Kingdom	$2.43B	+$21.8M	21	10.88%	Increased
102	New York State Teachers Retirement System (NYSTRS) Albany, New York	$2.42B	-$37.2M	63	5.96%	Reduced
103	Adage Capital Partners Boston, Massachusetts	$2.39B	+$88.4M	34	5.71%	Increased
104	APG Asset Management Amsterdam, Netherlands	$2.37B	+$1.5B	30	4.51%	Increased
105	Aberdeen Group Edinburgh, United Kingdom	$2.36B	+$49.5M	34	6.43%	Increased
106	ProShare Advisors Bethesda, Maryland	$2.36B	-$77.7M	69	8.28%	Reduced
107	Axa Paris, France	$2.32B	-$117M	42	8.39%	Reduced
108	State Board of Administration of Florida Retirement System Tallahassee, Florida	$2.31B	-$43.4M	71	5.65%	Reduced
109	Russell Investments Group London, United Kingdom	$2.3B	-$113M	78	4.74%	Reduced
110	Winslow Capital Management Minneapolis, Minnesota	$2.24B	+$563M	6	12.46%	Increased
111	Jane Street New York	$2.23B	+$97.4M	92	1.03%	Increased
112	Bessemer Group Woodbridge, New Jersey	$2.19B	+$45.5M	56	5.32%	Increased
113	SEI Investments Oaks, Pennsylvania	$2.17B	-$112M	81	4.83%	Reduced
114	BNP Paribas Asset Management Paris, France	$2.09B	+$76.6M	29	7.47%	Increased
115	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$2.06B	-$6.62M	14	7.73%	Reduced
116	Generation Investment Management London, United Kingdom	$2.05B	+$390M	4	11.81%	Increased
117	Mackenzie Financial Toronto Ontario, Ontario, Canada	$2.03B	-$346M	53	3.39%	Reduced
118	PNC Financial Services Group Pittsburgh, Pennsylvania	$1.98B	-$21M	99	1.9%	Reduced
119	WCM Investment Management Laguna Beach, California	$1.96B	-$338M	11	6.52%	Reduced
120	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$1.95B	+$22.1M	36	5.1%	Increased
121	First Eagle Investment Management New York	$1.94B	+$33.9M	26	5.35%	Increased
122	William Blair Investment Management Chicago, Illinois	$1.89B	+$52.3M	19	7.21%	Increased
123	Fiera Capital (Canada) Montreal, Quebec, Canada	$1.87B	-$18.7M	20	5.82%	Reduced
124	Canada Life Winnipeg, Manitoba, Canada	$1.87B	-$50.8M	63	4.92%	Reduced
125	Mitsubishi UFJ Asset Management Tokyo, Japan	$1.86B	+$181M	41	5.07%	Increased