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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	$1.52B	+$86.9M	35	5.16%	Increased
127	Brown Advisory Baltimore, Maryland	$1.5B	+$133M	32	3.49%	Increased
128	Envestnet Asset Management Chicago, Illinois	$1.5B	+$79.9M	75	1.47%	Increased
129	Chevy Chase Trust Bethesda, Maryland	$1.48B	-$62.8M	24	5.98%	Reduced
130	Bessemer Group Woodbridge, New Jersey	$1.46B	+$240M	43	4.61%	Increased
131	Truist Financial Charlotte, North Carolina	$1.45B	+$81.3M	58	3.26%	Increased
132	Los Angeles Capital Management Los Angeles, California	$1.42B	+$143M	54	6.83%	Increased
133	ProShare Advisors Bethesda, Maryland	$1.41B	+$121M	54	7.54%	Increased
134	State of New Jersey Common Pension Fund D Trenton, New Jersey	$1.4B	-$73.3M	60	5.85%	Reduced
135	William Blair Investment Management Chicago, Illinois	$1.4B	-$14M	14	5.69%	Reduced
136	Sands Capital Management Arlington, Virginia	$1.39B	-$63M	3	3.37%	Reduced
137	Eagle Asset Management St Petersburg, Florida	$1.37B	-$79.2M	29	7.8%	Reduced
138	Thrivent Financial for Lutherans Minneapolis, Minnesota	$1.37B	-$61.7M	63	4.1%	Reduced
139	SEI Investments Oaks, Pennsylvania	$1.37B	+$30.7M	74	4.24%	Increased
140	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$1.36B	+$142M	4	21.14%	Increased
141	EARNEST Partners Atlanta, Georgia	$1.34B	-$54.7M	42	12.64%	Reduced
142	Man Group London, United Kingdom	$1.33B	-$242M	56	6.72%	Reduced
143	Flossbach Von Storch Cologne, Germany	$1.32B	+$93.2M	4	6.88%	Increased
144	AIG American International Group New York	$1.29B	-$59.7M	80	6.22%	Reduced
145	London Company of Virginia Richmond, Virginia	$1.26B	+$108M	8	9.83%	Increased
146	Generation Investment Management London, United Kingdom	$1.23B	-$21.6M	5	7.1%	Reduced
147	Two Sigma Advisers New York	$1.23B	-$109M	72	3.61%	Reduced
148	Polar Capital London, United Kingdom	$1.23B	-$4.55M	19	10.58%	Reduced
149	Fayez Sarofim & Co Houston, Texas	$1.19B	+$219M	9	5.49%	Increased
150	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.17B	+$26.9M	30	3.12%	Increased