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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	Susquehanna International Group Bala Cynwyd, Pennsylvania	$5.26B	-$626M	122	0.73%	Reduced
127	KBC Group Brussels, Belgium	$5.16B	+$355M	65	13.93%	Increased
128	Axa Paris, France	$5.12B	+$48.5M	44	14.7%	Increased
129	PNC Financial Services Group Pittsburgh, Pennsylvania	$5.07B	+$66.8M	102	3.27%	Increased
130	Aristotle Capital Management Los Angeles, California	$5.02B	+$535M	6	9.67%	Increased
131	Artisan Partners Milwaukee, Wisconsin	$5.01B	-$906M	17	7.34%	Reduced
132	DACG Donor Advised Charitable Giving San Francisco, California	$4.81B	-$110M	1	98.5%	Reduced
133	Alkeon Capital Management New York	$4.74B	+$10.8M	12	7.91%	Increased
134	Chevy Chase Trust Bethesda, Maryland	$4.72B	+$124K	27	13.72%	Increased
135	Zurich Cantonal Bank Zurich, Switzerland	$4.68B	+$219M	82	11.44%	Increased
136	Bank of Nova Scotia Toronto, Ontario, Canada	$4.61B	-$1.08B	33	9.44%	Reduced
137	Corient Private Wealth Miami, Florida	$4.58B	+$44.1M	62	6.09%	Increased
138	Polar Capital Holdings London, United Kingdom	$4.52B	+$295M	25	23.66%	Increased
139	Bank Julius Baer & Co Zurich, Switzerland	$4.49B	+$4.59M	34	13.34%	Increased
140	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$4.44B	-$30.8M	35	10.28%	Reduced
141	Point72 Asset Management Stamford, Connecticut	$4.37B	-$415M	43	8.57%	Reduced
142	Tiger Global Management New York	$4.31B	+$316M	5	12.64%	Increased
143	CIBC Private Wealth Group Atlanta, Georgia	$4.31B	+$148M	87	7.69%	Increased
144	Allspring Global Investments Charlotte, North Carolina	$4.29B	-$130M	47	7.17%	Reduced
145	State of Wisconsin Investment Board Madison, Wisconsin	$4.2B	-$251M	74	10.25%	Reduced
146	Acadian Asset Management Boston, Massachusetts	$4.16B	+$1.21B	67	8.58%	Increased
147	Storebrand Asset Management Lysaker, Norway	$4.12B	-$66.6M	30	11.93%	Reduced
148	Mackenzie Financial Toronto Ontario, Ontario, Canada	$4.1B	+$521M	59	5.31%	Increased
149	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$4.03B	+$298M	10	18.89%	Increased
150	Handelsbanken Fonder Stockholm, Sweden	$3.99B	+$248M	67	14.18%	Increased