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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	Winslow Capital Management Minneapolis, Minnesota	$3.29B	+$314M	6	16.81%	Increased
102	Dodge & Cox San Francisco, California	$3.25B	-$242K	11	2.21%	Reduced
103	Ensign Peak Advisors Salt Lake City, Utah	$3.23B	-$130M	65	6.99%	Reduced
104	ProShare Advisors Bethesda, Maryland	$3.15B	+$169M	69	9.61%	Increased
105	Renaissance Technologies New York	$3.14B	+$133M	91	4.16%	Increased
106	D.E. Shaw & Co New York	$3.11B	-$805M	88	3.33%	Reduced
107	Allspring Global Investments Charlotte, North Carolina	$3.11B	-$34.6M	76	5.15%	Reduced
108	New York State Teachers Retirement System (NYSTRS) Albany, New York	$3.1B	-$53.3M	63	7.27%	Reduced
109	Mackenzie Financial Toronto Ontario, Ontario, Canada	$3.09B	+$452M	56	4.78%	Increased
110	Axa Paris, France	$3.01B	+$94.3M	40	10.34%	Increased
111	State Board of Administration of Florida Retirement System Tallahassee, Florida	$2.97B	-$30.9M	71	6.88%	Reduced
112	Aberdeen Group Edinburgh, United Kingdom	$2.93B	+$9.64M	34	7.34%	Increased
113	Russell Investments Group London, United Kingdom	$2.92B	+$83.7M	85	5.73%	Increased
114	Adage Capital Partners Boston, Massachusetts	$2.9B	-$223M	34	6.51%	Reduced
115	Generation Investment Management London, United Kingdom	$2.82B	+$338M	4	15.03%	Increased
116	Jane Street New York	$2.74B	-$343M	91	1.12%	Reduced
117	BNP Paribas Asset Management Paris, France	$2.7B	-$7.68M	31	9.34%	Reduced
118	Impax Asset Management Group London, United Kingdom	$2.67B	-$190M	22	11.14%	Reduced
119	Mitsubishi UFJ Asset Management Tokyo, Japan	$2.62B	+$183M	40	6.23%	Increased
120	APG Asset Management Amsterdam, Netherlands	$2.55B	-$275M	30	5.41%	Reduced
121	Bessemer Group Woodbridge, New Jersey	$2.54B	-$178M	63	6.04%	Reduced
122	Harding Loevner Bridgewater, New Jersey	$2.54B	+$194M	7	14.47%	Increased
123	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$2.54B	+$4.52M	37	6.18%	Increased
124	Canada Life Winnipeg, Manitoba, Canada	$2.52B	+$32.4M	64	6.25%	Increased
125	William Blair Investment Management Chicago, Illinois	$2.5B	+$264M	18	8.71%	Increased