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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	Nordea Investment Management Stockholm, Sweden	$1.03B	+$58M	38	2.59%	Increased
127	AIG American International Group New York	$1.03B	+$1.01M	75	3.66%	Increased
128	BNP Paribas Financial Markets Paris, France	$1.02B	-$284M	85	3.08%	Reduced
129	Two Sigma Advisers New York	$1.02B	-$433M	69	3.36%	Reduced
130	CCM Cantillon Capital Management New York	$998M	-$45M	3	12.46%	Reduced
131	Robeco Institutional Asset Management Rotterdam, Netherlands	$977M	+$242M	36	6.3%	Increased
132	Dodge & Cox San Francisco, California	$974M	-$728M	6	0.82%	Reduced
133	Chevy Chase Trust Bethesda, Maryland	$973M	+$2.94M	21	4.65%	Increased
134	Jupiter Investment Management London, United Kingdom	$951M	+$54.6M	17	11.53%	Increased
135	William Blair Investment Management Chicago, Illinois	$946M	-$1.18M	9	3.44%	Reduced
136	SEI Investments Oaks, Pennsylvania	$942M	-$39.3M	72	3.76%	Reduced
137	Eagle Asset Management St Petersburg, Florida	$938M	-$48.2M	29	5.66%	Reduced
138	Baupost Group Boston, Massachusetts	$927M	+$130M	3	10.59%	Increased
139	Korea Investment Corp Seoul, South Korea	$923M	+$3.39M	20	4.3%	Increased
140	NFA Nationwide Fund Advisors Columbus, Ohio	$889M	-$7.87M	84	3.57%	Reduced
141	Amundi Asset Management US Boston, Massachusetts	$883M	-$209M	13	2.9%	Reduced
142	Edgewood Management Greenwich, Connecticut	$860M	-$134M	2	4.22%	Reduced
143	Prudential plc London, England, United Kingdom	$859M	-$6.04M	19	2.82%	Reduced
144	Veritas Asset Management London, United Kingdom	$854M	+$51.4M	2	6.67%	Increased
145	Brown Advisory Baltimore, Maryland	$845M	+$7.11M	30	2.58%	Increased
146	EARNEST Partners Atlanta, Georgia	$826M	-$3.77K	13	8.67%	Reduced
147	Hotchkis & Wiley Capital Management Los Angeles, California	$823M	-$138M	5	3.3%	Reduced
148	Stifel Financial St. Louis, Missouri	$820M	-$5.88M	60	3.03%	Reduced
149	Glenmede Trust Philadelphia, Pennsylvania	$815M	$0	63	3.9%	Maintained
150	Los Angeles Capital Management Los Angeles, California	$808M	+$165M	38	5.07%	Increased