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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	Eagle Asset Management St Petersburg, Florida	$1.15B	+$89M	30	7.13%	Increased
127	Fred Alger Management New York	$1.14B	+$96.8M	23	5.02%	Increased
128	William Blair Investment Management Chicago, Illinois	$1.14B	+$12.5M	12	5.55%	Increased
129	CCM Cantillon Capital Management New York	$1.13B	+$138M	5	12.49%	Increased
130	Envestnet Asset Management Chicago, Illinois	$1.11B	+$98.5M	69	1.31%	Increased
131	Robeco Institutional Asset Management Rotterdam, Netherlands	$1.1B	+$65.4M	36	4.43%	Increased
132	Causeway Capital Management Los Angeles, California	$1.09B	-$22.3M	3	17.47%	Reduced
133	Sands Capital Management Arlington, Virginia	$1.09B	-$401M	3	3.63%	Reduced
134	Point72 Asset Management Stamford, Connecticut	$1.08B	+$58.7M	27	8.8%	Increased
135	AIG American International Group New York	$1.07B	+$147M	77	5.87%	Increased
136	Two Sigma Advisers New York	$1.07B	-$1.01B	73	4.1%	Reduced
137	Flossbach Von Storch Cologne, Germany	$1.07B	+$305M	4	7.19%	Increased
138	Thrivent Financial for Lutherans Minneapolis, Minnesota	$1.07B	-$2.76M	63	3.85%	Reduced
139	Truist Financial Charlotte, North Carolina	$1.07B	+$19.1M	55	2.81%	Increased
140	EARNEST Partners Atlanta, Georgia	$1.05B	+$26.8M	41	11.78%	Increased
141	SEI Investments Oaks, Pennsylvania	$1.03B	-$2.18M	75	3.8%	Reduced
142	ProShare Advisors Bethesda, Maryland	$1.01B	-$387M	41	7.28%	Reduced
143	Glenmede Trust Philadelphia, Pennsylvania	$1B	$0	72	4.57%	Maintained
144	Brown Advisory Baltimore, Maryland	$986M	+$175M	28	3.02%	Increased
145	Generation Investment Management London, United Kingdom	$955M	-$32.9M	6	6.78%	Reduced
146	Polar Capital London, United Kingdom	$954M	+$190M	17	10.24%	Increased
147	Los Angeles Capital Management Los Angeles, California	$945M	+$76.8M	51	5.98%	Increased
148	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$939M	+$320M	5	24.01%	Increased
149	Retirement Systems of Alabama Montgomery, Alabama	$925M	+$24.9M	37	5.14%	Increased
150	London Company of Virginia Richmond, Virginia	$924M	+$260M	8	8.83%	Increased