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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	Amundi Asset Management US Boston, Massachusetts	$824M	-$59M	17	2.99%	Reduced
127	Thrivent Financial for Lutherans Minneapolis, Minnesota	$817M	-$73.7M	55	3.89%	Reduced
128	Ninety One (UK) London, United Kingdom	$810M	-$28.8M	13	4.19%	Reduced
129	Soroban Capital Partners New York	$806M	+$38.5M	2	4.96%	Increased
130	Canada Life Winnipeg, Manitoba, Canada	$773M	+$181M	66	2.32%	Increased
131	Raymond James & Associates St Petersburg, Florida	$767M	+$75.5M	51	2.4%	Increased
132	Glenmede Trust Philadelphia, Pennsylvania	$763M	+$28.3M	58	4.63%	Increased
133	ING Group Amsterdam, Netherlands	$745M	-$15.8M	12	10.01%	Reduced
134	Fiera Capital (Canada) Montreal, Quebec, Canada	$740M	+$185M	22	4.15%	Increased
135	Royce & Associates New York	$734M	-$40M	40	4.85%	Reduced
136	State of New Jersey Common Pension Fund D Trenton, New Jersey	$727M	-$67.7M	26	3.3%	Reduced
137	Brown Advisory Baltimore, Maryland	$706M	-$50.3M	22	2.48%	Reduced
138	Axa Paris, France	$701M	+$6.27M	35	3.12%	Increased
139	Chevy Chase Trust Bethesda, Maryland	$697M	+$4.17M	17	3.89%	Increased
140	GE General Electric Evendale, Ohio	$685M	+$22.4M	9	3.57%	Increased
141	NFA Nationwide Fund Advisors Columbus, Ohio	$685M	+$12.3M	77	2.96%	Increased
142	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$685M	+$44.5M	36	2.78%	Increased
143	Winslow Capital Management Minneapolis, Minnesota	$675M	-$103M	3	2.76%	Reduced
144	Bessemer Group Woodbridge, New Jersey	$669M	+$117M	31	3.67%	Increased
145	Fred Alger Management New York	$660M	+$165M	17	3.49%	Increased
146	Brandywine Global Investment Management Philadelphia, Pennsylvania	$649M	-$25M	24	4.38%	Reduced
147	CCI Columbus Circle Investors	$649M	-$17.9M	15	6.51%	Reduced
148	Fidelity International Hamilton, Bermuda	$646M	+$156M	17	2.06%	Increased
149	Brown Brothers Harriman & Co New York	$639M	-$20.4M	15	3.32%	Reduced
150	WCM Investment Management Laguna Beach, California	$632M	-$69.4M	2	10.09%	Reduced