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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
151	Focus Partners Wealth Boston, Massachusetts	$8.34B	-$950M	72	8.54%	Reduced
152	Boston Partners Boston, Massachusetts	$8.32B	-$1.75B	30	7.4%	Reduced
153	Sands Capital Management Arlington, Virginia	$8.28B	-$709M	13	30.75%	Reduced
154	Federated Hermes Pittsburgh, Pennsylvania	$8.27B	+$740M	78	11.89%	Increased
155	PFA Pension Forsikringsaktieselskab Copenhagen,	$8.23B	+$301M	29	20.89%	Increased
156	Man Group London, United Kingdom	$8B	-$217M	83	12.75%	Reduced
157	Allspring Global Investments Charlotte, North Carolina	$7.95B	-$223M	71	12.19%	Reduced
158	Eurizon Capital SGR SpA Milan,	$7.92B	-$785M	56	21.24%	Reduced
159	Creative Planning Overland Park, Kansas	$7.92B	+$585M	105	4.63%	Increased
160	Bank Julius Baer & Co Zurich, Switzerland	$7.9B	+$1.37B	43	20.48%	Increased
161	1832 Asset Management Toronto, Ontario, Canada	$7.82B	-$511M	33	3.92%	Reduced
162	Chevy Chase Trust Bethesda, Maryland	$7.82B	-$36.9M	32	20.16%	Reduced
163	Storebrand Asset Management Lysaker, Norway	$7.73B	-$114M	36	19.04%	Reduced
164	NEOS Investment Management Westport, Connecticut	$7.68B	+$829M	32	28.3%	Increased
165	State of Wisconsin Investment Board Madison, Wisconsin	$7.54B	-$232M	82	15.22%	Reduced
166	William Blair Investment Management Chicago, Illinois	$7.53B	-$702M	30	22.63%	Reduced
167	Handelsbanken Fonder Stockholm, Sweden	$7.51B	+$2.14M	70	21.38%	Increased
168	Tidal Investments Milwaukee, Wisconsin	$7.42B	+$626M	88	12.85%	Increased
169	Fifth Third Bancorp Cincinnati, Ohio	$7.34B	-$70.9M	99	11.91%	Reduced
170	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$7.29B	+$67.5M	72	15.96%	Increased
171	Cerity Partners New York	$7.24B	+$184M	85	8.75%	Increased
172	Squarepoint New York	$7.1B	-$232M	93	7.85%	Reduced
173	Truist Financial Charlotte, North Carolina	$7B	-$2.91M	77	8.37%	Reduced
174	Rockefeller Capital Management New York	$6.96B	+$253M	106	10.67%	Increased
175	Corient Private Wealth Miami, Florida	$6.94B	-$584M	88	9.6%	Reduced