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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	Brown Advisory Baltimore, Maryland	$774M	-$18.1M	21	2.67%	Reduced
127	State of New Jersey Common Pension Fund D Trenton, New Jersey	$769M	+$105M	26	3.47%	Increased
128	ING Group Amsterdam, Netherlands	$766M	+$222M	15	9.54%	Increased
129	State of Tennessee, Department of Treasury Nashville, Tennessee	$763M	-$9.5M	48	4.39%	Reduced
130	Royce & Associates New York	$752M	-$63.9M	38	4.75%	Reduced
131	Winslow Capital Management Minneapolis, Minnesota	$748M	+$284M	2	2.93%	Increased
132	Glenmede Trust Philadelphia, Pennsylvania	$718M	+$24.2M	62	4.65%	Increased
133	WCM Investment Management Laguna Beach, California	$704M	+$61.8M	1	10.95%	Increased
134	First Trust Advisors Wheaton, Illinois	$702M	-$49.3M	60	2.26%	Reduced
135	Panagora Asset Management Boston, Massachusetts	$695M	+$29.6M	55	3.45%	Increased
136	Pictet Asset Management (UK) London, United Kingdom	$685M	+$32.5M	24	3.02%	Increased
137	Credit Agricole Montrouge Cedex, France	$678M	+$46.1M	29	3.21%	Increased
138	Axa Paris, France	$677M	+$5.7M	32	3.04%	Increased
139	Raymond James & Associates St Petersburg, Florida	$675M	+$29.3M	52	2.28%	Increased
140	Chevy Chase Trust Bethesda, Maryland	$652M	+$18.8M	17	3.73%	Increased
141	NFA Nationwide Fund Advisors Columbus, Ohio	$649M	+$39M	76	2.82%	Increased
142	Brown Brothers Harriman & Co New York	$630M	+$16.3M	16	3.25%	Increased
143	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$628M	+$134M	36	2.59%	Increased
144	GE General Electric Evendale, Ohio	$627M	+$51.5M	9	3.2%	Increased
145	CCI Columbus Circle Investors	$621M	+$87.1M	16	5.53%	Increased
146	Brandywine Global Investment Management Philadelphia, Pennsylvania	$618M	+$47.3M	24	4.04%	Increased
147	Pzena Investment Management New York	$616M	-$13.4M	6	3.78%	Reduced
148	AWM Ashmore Wealth Management Wilmington, Delaware	$610M	-$221M	4	15.97%	Reduced
149	BNP Paribas Financial Markets Paris, France	$608M	+$176M	68	2.57%	Increased
150	Susquehanna International Group Bala Cynwyd, Pennsylvania	$597M	-$276M	69	0.32%	Reduced