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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
126	Cornerstone Investment Partners Atlanta, Georgia	$664M	+$669M	4	10.3%	New
127	Hotchkis & Wiley Capital Management Los Angeles, California	$660M	+$668M	4	3.29%	New
128	Thrivent Financial for Lutherans Minneapolis, Minnesota	$655M	+$650M	39	4.25%	New
129	Lone Pine Capital Greenwich, Connecticut	$651M	+$673M	2	3.17%	New
130	Boston Partners Boston, Massachusetts	$649M	+$648M	17	1.79%	New
131	Baupost Group Boston, Massachusetts	$648M	+$505M	2	16.12%	New
132	GA Greenhaven Associates Purchase, New York	$648M	+$643M	2	17.27%	New
133	Guggenheim Capital Chicago, Illinois	$641M	+$624M	56	2.7%	New
134	STRS Ohio Columbus, Ohio	$639M	+$642M	39	2.75%	New
135	Sanders Capital West Palm Beach, Florida	$628M	+$623M	2	8.56%	New
136	Janus Henderson Group London,	$606M	+$611M	22	7.09%	New
137	NFA Nationwide Fund Advisors Columbus, Ohio	$604M	+$600M	74	3.18%	New
138	Swiss National Bank Zurich, Switzerland	$603M	+$598M	61	2.65%	New
139	TD Asset Management Toronto, Ontario, Canada	$597M	+$596M	31	1.28%	New
140	John W. Bristol & Co New York	$596M	+$601M	5	10.88%	New
141	VOYA Investment Management Atlanta, Georgia	$591M	+$582M	55	1.64%	New
142	Parnassus Investments San Francisco, California	$586M	+$574M	7	7.67%	New
143	Susquehanna International Group Bala Cynwyd, Pennsylvania	$566M	+$543M	62	0.32%	New
144	Bain Capital Investors Boston, Massachusetts	$565M	+$533M	1	6.28%	New
145	I.G. Investment Management Winnipeg, Manitoba, Canada	$562M	+$569M	19	2.27%	New
146	abrdn Investment Management Edinburgh, United Kingdom	$560M	+$518M	12	3.55%	New
147	PGGM Investments Zeist, Netherlands	$553M	+$559M	8	3.26%	New
148	Eagle Asset Management St Petersburg, Florida	$550M	+$545M	17	3.64%	New
149	Suntrust Banks Atlanta, Georgia	$538M	+$539M	37	2.37%	New
150	Calamos Advisors Naperville, Illinois	$532M	+$548M	15	3.48%	New