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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	Glenmede Trust Philadelphia, Pennsylvania	$1.14B	+$198M	62	4.98%	Increased
127	AIG American International Group New York	$1.12B	-$35M	70	3.97%	Reduced
128	Chevy Chase Trust Bethesda, Maryland	$1.12B	+$31.9M	24	5.08%	Increased
129	State of New Jersey Common Pension Fund D Trenton, New Jersey	$1.12B	-$36.4M	32	4.47%	Reduced
130	Frontier Capital Management Boston, Massachusetts	$1.12B	-$67.9M	19	8.06%	Reduced
131	Amundi Asset Management US Boston, Massachusetts	$1.09B	+$81.4M	12	3.48%	Increased
132	Credit Agricole Montrouge Cedex, France	$1.09B	-$180M	41	3.72%	Reduced
133	Robeco Institutional Asset Management Rotterdam, Netherlands	$1.08B	-$33.2M	35	6.68%	Reduced
134	SEI Investments Oaks, Pennsylvania	$1.07B	+$2.86M	76	3.81%	Increased
135	Los Angeles Capital Management Los Angeles, California	$1.06B	+$149M	44	6.11%	Increased
136	Two Sigma Investments New York	$1.05B	+$191M	58	3.72%	Increased
137	Swedbank Stockholm, Sweden	$1.04B	+$128M	5	6.39%	Increased
138	State of Tennessee, Department of Treasury Nashville, Tennessee	$1.02B	-$195M	53	5.2%	Reduced
139	Winslow Capital Management Minneapolis, Minnesota	$1.02B	-$159M	9	5.49%	Reduced
140	Korea Investment Corp Seoul, South Korea	$997M	-$59.9M	20	4.61%	Reduced
141	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$986M	+$759M	11	20.39%	Increased
142	Edgewood Management Greenwich, Connecticut	$979M	-$47.4M	2	4.5%	Reduced
143	Dodge & Cox San Francisco, California	$979M	-$44.3M	6	0.79%	Reduced
144	LPU Lansdowne Partners (UK) London, United Kingdom	$976M	+$261M	2	10.17%	Increased
145	NFA Nationwide Fund Advisors Columbus, Ohio	$955M	-$36.4M	82	3.75%	Reduced
146	Stifel Financial St. Louis, Missouri	$952M	+$65.4M	62	3.3%	Increased
147	CCM Cantillon Capital Management New York	$952M	-$108M	3	11.07%	Reduced
148	Prudential plc London, England, United Kingdom	$947M	+$29.5M	21	2.99%	Increased
149	Findlay Park Partners London, United Kingdom	$945M	+$352M	3	9.35%	Increased
150	Eagle Asset Management St Petersburg, Florida	$930M	-$71.6M	29	5.33%	Reduced