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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	Royce & Associates New York	$772M	-$148M	37	4.61%	Reduced
127	State of Tennessee, Department of Treasury Nashville, Tennessee	$769M	+$35.1M	50	4.55%	Increased
128	First Trust Advisors Wheaton, Illinois	$734M	-$57.2M	54	1.91%	Reduced
129	Citigroup New York	$728M	-$45.7M	89	0.73%	Reduced
130	Amundi Asset Management US Boston, Massachusetts	$724M	+$8.33M	16	2.7%	Increased
131	Fidelity International Hamilton, Bermuda	$714M	+$138M	14	2.17%	Increased
132	Ninety One (UK) London, United Kingdom	$685M	+$17.5M	13	3.91%	Increased
133	Fred Alger Management New York	$682M	+$157M	15	3.31%	Increased
134	Pictet Asset Management (UK) London, United Kingdom	$680M	+$74.5M	24	2.88%	Increased
135	PGGM Investments Zeist, Netherlands	$679M	-$44.9M	14	3.59%	Reduced
136	Generation Investment Management London, United Kingdom	$662M	+$104M	1	8.51%	Increased
137	Axa Paris, France	$662M	+$30M	35	2.89%	Increased
138	Glenmede Trust Philadelphia, Pennsylvania	$648M	+$39.9M	60	4.42%	Increased
139	Panagora Asset Management Boston, Massachusetts	$645M	+$33M	56	3.18%	Increased
140	Pzena Investment Management New York	$642M	-$35.2M	6	3.97%	Reduced
141	State of New Jersey Common Pension Fund D Trenton, New Jersey	$630M	-$6.87M	28	2.66%	Reduced
142	Thornburg Investment Management Santa Fe, New Mexico	$622M	-$205M	8	3.95%	Reduced
143	Raymond James & Associates St Petersburg, Florida	$616M	+$30.1M	42	2.21%	Increased
144	Chevy Chase Trust Bethesda, Maryland	$616M	-$12.6M	17	3.61%	Reduced
145	Brown Brothers Harriman & Co New York	$598M	-$83.5M	14	3.15%	Reduced
146	Credit Agricole Montrouge Cedex, France	$596M	+$24.4M	31	2.79%	Increased
147	Brandywine Global Investment Management Philadelphia, Pennsylvania	$591M	-$3.5M	22	3.76%	Reduced
148	NFA Nationwide Fund Advisors Columbus, Ohio	$589M	-$31.3M	74	2.53%	Reduced
149	abrdn Investment Management Edinburgh, United Kingdom	$579M	-$21.8M	3	2.45%	Reduced
150	Canada Life Winnipeg, Manitoba, Canada	$573M	-$38.8M	65	2.2%	Reduced