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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	Robeco Institutional Asset Management Rotterdam, Netherlands	$1.12B	-$120M	32	3.94%	Reduced
127	ProShare Advisors Bethesda, Maryland	$1.12B	-$69.6M	49	6.67%	Reduced
128	Two Sigma Advisers New York	$1.08B	-$199M	56	2.68%	Reduced
129	CCM Cantillon Capital Management New York	$1.07B	-$182M	3	10.84%	Reduced
130	Korea Investment Corp Seoul, South Korea	$1.07B	-$17.1M	25	4.59%	Reduced
131	Lord, Abbett & Co Jersey City, New Jersey	$1.06B	+$132M	22	3.44%	Increased
132	Glenmede Trust Philadelphia, Pennsylvania	$1.05B	+$161M	71	4.63%	Increased
133	Bessemer Group Woodbridge, New Jersey	$1.04B	+$101M	36	3.5%	Increased
134	Thrivent Financial for Lutherans Minneapolis, Minnesota	$1.03B	+$83.8M	62	3.12%	Increased
135	Fred Alger Management New York	$1.02B	+$101M	20	3.91%	Increased
136	SEI Investments Oaks, Pennsylvania	$1.01B	-$16.2M	68	3.29%	Reduced
137	First Pacific Advisors El Segundo, California	$999M	-$31.8M	5	8.71%	Reduced
138	Harris Associates Chicago, Illinois	$995M	-$26.9M	4	1.83%	Reduced
139	Man Group London, United Kingdom	$976M	+$200M	48	3.53%	Increased
140	Bahl & Gaynor Cincinnati, Ohio	$967M	-$32.7M	19	7.16%	Reduced
141	Eagle Asset Management St Petersburg, Florida	$961M	+$91.5M	26	4.92%	Increased
142	STRS Ohio Columbus, Ohio	$959M	+$4.59M	53	4.26%	Increased
143	Retirement Systems of Alabama Montgomery, Alabama	$957M	+$6.76M	35	4.47%	Increased
144	DekaBank Deutsche Girozentrale Frankfurt, Germany	$955M	+$8.68M	34	4.79%	Increased
145	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$929M	+$67M	34	1.98%	Increased
146	Envestnet Asset Management Chicago, Illinois	$916M	+$54.3M	64	1.15%	Increased
147	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$886M	-$101M	24	6.23%	Reduced
148	EARNEST Partners Atlanta, Georgia	$866M	+$18.2M	39	7.82%	Increased
149	Winslow Capital Management Minneapolis, Minnesota	$865M	+$333M	4	4.63%	Increased
150	William Blair Investment Management Chicago, Illinois	$862M	-$4.27M	9	3.62%	Reduced