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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	Aberdeen Group Edinburgh, United Kingdom	$2.96B	-$63.7M	36	6.5%	Reduced
127	William Blair Investment Management Chicago, Illinois	$2.85B	+$279M	21	7.69%	Increased
128	Fiera Capital (Canada) Montreal, Quebec, Canada	$2.81B	-$18M	20	6.58%	Reduced
129	1832 Asset Management Toronto, Ontario, Canada	$2.8B	+$602M	27	4.95%	Increased
130	Davis Selected Advisers Tucson, Arizona	$2.8B	+$131M	4	13%	Increased
131	Polar Capital Holdings London, United Kingdom	$2.8B	+$22.4M	36	10.49%	Increased
132	Robeco Institutional Asset Management Rotterdam, Netherlands	$2.79B	-$124M	34	5.93%	Reduced
133	KBC Group Brussels, Belgium	$2.7B	+$43.1M	49	8.92%	Increased
134	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$2.68B	-$89.9M	40	5.52%	Reduced
135	Impax Asset Management Group London, United Kingdom	$2.62B	+$113M	22	9.59%	Increased
136	Chevy Chase Trust Bethesda, Maryland	$2.55B	-$83M	27	8.2%	Reduced
137	Mackenzie Financial Toronto Ontario, Ontario, Canada	$2.53B	+$342M	56	3.41%	Increased
138	LSV Asset Management Chicago, Illinois	$2.52B	-$82.5M	27	4.47%	Reduced
139	JP Morgan Private Wealth Advisors San Francisco, California	$2.52B	+$133M	60	5.43%	Increased
140	CIBC Private Wealth Group Atlanta, Georgia	$2.49B	+$141M	39	5.17%	Increased
141	Winslow Capital Management Minneapolis, Minnesota	$2.47B	-$261M	5	9.16%	Reduced
142	Truist Financial Charlotte, North Carolina	$2.46B	-$10.4M	68	3.74%	Reduced
143	CI Investments Inc Toronto, Ontario, Canada	$2.46B	+$378M	44	8.47%	Increased
144	Jane Street New York	$2.45B	+$654M	90	0.81%	Increased
145	CCM Cantillon Capital Management New York	$2.44B	-$171M	5	16.11%	Reduced
146	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$2.4B	+$82.6M	55	5.08%	Increased
147	Los Angeles Capital Management Los Angeles, California	$2.39B	+$102M	58	8.9%	Increased
148	First Eagle Investment Management New York	$2.36B	-$631M	20	5.91%	Reduced
149	Ninety One (UK) London, United Kingdom	$2.35B	+$85.7M	10	5.57%	Increased
150	Assenagon Asset Management Senningerberg, Luxembourg	$2.34B	+$446M	58	6.78%	Increased