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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	$2.54B	+$114M	37	5.63%	Increased
127	Aberdeen Group Edinburgh, United Kingdom	$2.52B	-$47M	36	5.52%	Reduced
128	CCM Cantillon Capital Management New York	$2.35B	-$26.4M	5	15.85%	Reduced
129	LSV Asset Management Chicago, Illinois	$2.35B	-$221M	28	4%	Reduced
130	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$2.33B	-$154M	39	4.92%	Reduced
131	Mirae Asset Global Investments Seoul, South Korea	$2.31B	+$287M	47	6.45%	Increased
132	KBC Group Brussels, Belgium	$2.22B	-$123M	41	8.01%	Reduced
133	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$2.22B	+$3.67M	31	3.44%	Increased
134	Robeco Schweiz Zurich, Switzerland	$2.18B	-$239M	25	30.38%	Reduced
135	William Blair Investment Management Chicago, Illinois	$2.17B	+$110M	19	6.81%	Increased
136	US Bancorp Minneapolis, Minnesota	$2.17B	+$271K	93	4.06%	Increased
137	Truist Financial Charlotte, North Carolina	$2.16B	+$7.03M	64	3.53%	Increased
138	Chevy Chase Trust Bethesda, Maryland	$2.13B	-$63M	27	7.25%	Reduced
139	CIBC Private Wealth Group Atlanta, Georgia	$2.13B	-$26.3M	31	4.89%	Reduced
140	SEI Investments Oaks, Pennsylvania	$2.1B	+$70.2M	74	4.65%	Increased
141	Polar Capital Holdings London, United Kingdom	$2.09B	+$43.2M	14	9.06%	Increased
142	Epoch Investment Partners New York	$2.08B	-$222M	18	11.18%	Reduced
143	Newport Trust Company Washington, District of Columbia	$2.07B	-$46.6M	2	5.24%	Reduced
144	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$2.07B	+$176M	56	4.53%	Increased
145	1832 Asset Management Toronto, Ontario, Canada	$2.05B	+$242M	25	3.96%	Increased
146	Man Group London, United Kingdom	$2.03B	+$394M	63	7.15%	Increased
147	Impax Asset Management Group London, United Kingdom	$1.98B	+$226M	22	8.75%	Increased
148	London Company of Virginia Richmond, Virginia	$1.95B	+$38.5M	8	10.38%	Increased
149	State of New Jersey Common Pension Fund D Trenton, New Jersey	$1.95B	-$8.33M	61	6.38%	Reduced
150	Ninety One (UK) London, United Kingdom	$1.94B	+$11.1M	9	5.03%	Increased