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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	Epoch Investment Partners New York	$842M	-$4.28M	9	3.11%	Reduced
127	Two Sigma Investments New York	$832M	+$153M	52	3.88%	Increased
128	TD Asset Management Toronto, Ontario, Canada	$831M	+$24.1M	37	1.48%	Increased
129	WCM Investment Management Laguna Beach, California	$827M	+$259M	3	18.62%	Increased
130	First Trust Advisors Wheaton, Illinois	$819M	-$15.2M	60	2.13%	Reduced
131	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$809M	-$70M	20	2.14%	Reduced
132	Citigroup New York	$805M	-$564M	92	0.71%	Reduced
133	Swedbank Stockholm, Sweden	$799M	-$46.3M	3	5.88%	Reduced
134	Parnassus Investments San Francisco, California	$781M	-$81.6M	7	5.58%	Reduced
135	Nordea Investment Management Stockholm, Sweden	$769M	-$985K	27	2.7%	Reduced
136	PGGM Investments Zeist, Netherlands	$766M	+$142M	14	3.98%	Increased
137	Brown Brothers Harriman & Co New York	$764M	+$33.5M	15	3.57%	Increased
138	Federated Hermes Pittsburgh, Pennsylvania	$754M	-$92.1M	48	2.26%	Reduced
139	Alkeon Capital Management New York	$752M	+$48.4M	11	14.67%	Increased
140	State of Tennessee, Department of Treasury Nashville, Tennessee	$748M	-$62.1M	47	4.11%	Reduced
141	Acadian Asset Management Boston, Massachusetts	$744M	-$232M	34	3.61%	Reduced
142	Glenmede Trust Philadelphia, Pennsylvania	$732M	+$30.6M	61	5.28%	Increased
143	Comerica Bank Dallas, Texas	$729M	+$384M	58	3.13%	Increased
144	Ninety One (UK) London, United Kingdom	$716M	-$9.97M	12	4.08%	Reduced
145	Coatue Management New York	$713M	-$666M	3	7.1%	Reduced
146	Panagora Asset Management Boston, Massachusetts	$712M	-$17.6M	57	3.57%	Reduced
147	Bessemer Group Woodbridge, New Jersey	$701M	-$201M	34	3.66%	Reduced
148	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$682M	-$66.5M	37	2.23%	Reduced
149	Janus Henderson Group London,	$681M	+$71.7M	24	5.35%	Increased
150	Eagle Asset Management St Petersburg, Florida	$671M	+$78.3M	23	3.77%	Increased