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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	Corient Private Wealth Miami, Florida	$4.07B	+$116M	58	6.35%	Increased
127	Chevy Chase Trust Bethesda, Maryland	$4.04B	-$136M	26	12.37%	Reduced
128	CIBC Private Wealth Group Atlanta, Georgia	$4.03B	-$40.3M	85	7.22%	Reduced
129	DACG Donor Advised Charitable Giving San Francisco, California	$4.01B	-$106M	1	98.47%	Reduced
130	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$4.01B	-$162M	31	9.14%	Reduced
131	Impax Asset Management Group London, United Kingdom	$3.99B	+$287M	20	15.71%	Increased
132	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$3.9B	+$632M	23	7.75%	Increased
133	KBC Group Brussels, Belgium	$3.89B	-$1.1B	65	11.75%	Reduced
134	Marshall Wace London, United Kingdom	$3.88B	-$122M	69	4.73%	Reduced
135	Mariner Overland Park, Kansas	$3.87B	+$178M	83	6.86%	Increased
136	Qube Research & Technologies (QRT) London, United Kingdom	$3.86B	+$897M	54	5.69%	Increased
137	State of Wisconsin Investment Board Madison, Wisconsin	$3.83B	-$86.4M	75	9.63%	Reduced
138	PNC Financial Services Group Pittsburgh, Pennsylvania	$3.76B	+$135M	100	2.4%	Increased
139	Polar Capital Holdings London, United Kingdom	$3.74B	-$40.4M	29	17.85%	Reduced
140	Dodge & Cox San Francisco, California	$3.7B	+$1.55B	12	2.1%	Increased
141	Danske Bank Copenhagen K, Denmark	$3.69B	+$67.6M	53	12.29%	Increased
142	Zurich Cantonal Bank Zurich, Switzerland	$3.65B	+$30.8M	81	10.86%	Increased
143	Raymond James Financial Services Advisors St. Petersburg, Florida	$3.62B	+$28.8M	61	4.83%	Increased
144	Two Sigma Advisers New York	$3.55B	+$389M	69	8.31%	Increased
145	Storebrand Asset Management Lysaker, Norway	$3.53B	+$117M	30	11.12%	Increased
146	Mackenzie Financial Toronto Ontario, Ontario, Canada	$3.48B	-$96.5M	57	4.84%	Reduced
147	GQG Partners Ft. Lauderdale, Florida	$3.46B	-$16.2B	6	5.43%	Reduced
148	Aristotle Capital Management Los Angeles, California	$3.45B	+$13.8M	4	6.29%	Increased
149	Thrivent Financial for Lutherans Minneapolis, Minnesota	$3.37B	-$26.2M	77	6.41%	Reduced
150	Boston Partners Boston, Massachusetts	$3.36B	+$94.5M	24	3.97%	Increased