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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	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$924M	-$155M	20	2.45%	Reduced
127	VOYA Investment Management Atlanta, Georgia	$920M	-$483M	58	2.04%	Reduced
128	TD Asset Management Toronto, Ontario, Canada	$905M	+$107M	36	1.51%	Increased
129	Panagora Asset Management Boston, Massachusetts	$904M	-$51.9M	55	4.62%	Reduced
130	Jennison Associates New York	$902M	+$38.4M	13	0.84%	Increased
131	State of Tennessee, Department of Treasury Nashville, Tennessee	$893M	+$131M	45	4.77%	Increased
132	Swiss National Bank Zurich, Switzerland	$851M	-$15.9M	63	3.18%	Reduced
133	Brown Brothers Harriman & Co New York	$847M	-$52.2M	19	3.57%	Reduced
134	Bessemer Group Woodbridge, New Jersey	$844M	-$54.3M	29	4.55%	Reduced
135	Cornerstone Investment Partners Atlanta, Georgia	$835M	-$107M	5	9.49%	Reduced
136	Fred Alger Management New York	$835M	-$114M	15	4.02%	Reduced
137	Janus Henderson Group London,	$833M	-$34.7M	23	6.01%	Reduced
138	Frontier Capital Management Boston, Massachusetts	$826M	-$156M	19	6.08%	Reduced
139	William Blair & Company Chicago, Illinois	$814M	-$30.1M	22	1.32%	Reduced
140	Comerica Bank Dallas, Texas	$812M	+$372M	56	3.51%	Increased
141	Orbis Holdings Hamilton, Bermuda	$808M	+$424M	3	6.15%	Increased
142	Millennium Management New York	$795M	+$105M	75	1.69%	Increased
143	Fayez Sarofim & Co Houston, Texas	$779M	-$25.6M	7	3.69%	Reduced
144	Axa Paris, France	$774M	+$22.6M	33	3.1%	Increased
145	Credit Agricole Montrouge Cedex, France	$774M	+$41.2M	31	3.31%	Increased
146	BNP Paribas Financial Markets Paris, France	$771M	-$226M	43	2.73%	Reduced
147	Winslow Capital Management Minneapolis, Minnesota	$767M	+$409M	2	2.37%	Increased
148	Baupost Group Boston, Massachusetts	$766M	-$1.06B	2	15.06%	Reduced
149	PIM Platinum Investment Management Sydney Australia 2000, Australia	$752M	+$138M	9	14.39%	Increased
150	PGGM Investments Zeist, Netherlands	$749M	-$7.45M	11	3.35%	Reduced