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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	ProShare Advisors Bethesda, Maryland	$997M	+$260M	47	6.98%	Increased
127	Chevy Chase Trust Bethesda, Maryland	$993M	+$14.4M	23	4.84%	Increased
128	Harris Associates Chicago, Illinois	$993M	+$63.1M	4	2%	Increased
129	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$986M	+$72.3M	23	7.87%	Increased
130	Prudential plc London, England, United Kingdom	$970M	-$49.3M	26	3.91%	Reduced
131	Boston Partners Boston, Massachusetts	$960M	-$6.42M	19	1.38%	Reduced
132	Canada Life Winnipeg, Manitoba, Canada	$959M	-$26.3M	69	2.74%	Reduced
133	Robeco Institutional Asset Management Rotterdam, Netherlands	$944M	-$39.5M	34	4.24%	Reduced
134	Ninety One (UK) London, United Kingdom	$917M	+$92.5M	10	3.95%	Increased
135	Coatue Management New York	$916M	-$204M	4	10.88%	Reduced
136	SEI Investments Oaks, Pennsylvania	$915M	+$40.3M	71	3.26%	Increased
137	VanEck Associates New York	$904M	-$222M	32	4.53%	Reduced
138	Davis Selected Advisers Tucson, Arizona	$902M	+$79M	7	5.04%	Increased
139	Frontier Capital Management Boston, Massachusetts	$888M	+$30.3M	18	7.17%	Increased
140	State of Tennessee, Department of Treasury Nashville, Tennessee	$885M	+$38.6M	59	4.83%	Increased
141	Mackenzie Financial Toronto Ontario, Ontario, Canada	$860M	-$25.5M	27	2.26%	Reduced
142	First Pacific Advisors El Segundo, California	$860M	-$47M	4	8.17%	Reduced
143	Victory Capital Management San Antonio, Texas	$860M	+$11.1M	54	2.16%	Increased
144	Korea Investment Corp Seoul, South Korea	$849M	+$34.6M	25	4.61%	Increased
145	Brown Brothers Harriman & Co New York	$843M	+$444M	26	6.37%	Increased
146	Retirement Systems of Alabama Montgomery, Alabama	$828M	+$57.8M	34	4.56%	Increased
147	Glenmede Trust Philadelphia, Pennsylvania	$826M	-$14.6M	71	4.03%	Reduced
148	STRS Ohio Columbus, Ohio	$824M	+$104M	46	4.18%	Increased
149	BNP Paribas Financial Markets Paris, France	$824M	-$515M	84	1.95%	Reduced
150	Bahl & Gaynor Cincinnati, Ohio	$817M	+$233M	18	8.74%	Increased