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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	Manning & Napier Advisors Fairport, New York	$526M	+$540M	10	2.8%	New
152	GC Greenlight Capital New York	$519M	+$480M	1	9.73%	New
153	Epoch Investment Partners New York	$514M	+$513M	8	2.56%	New
154	AIG American International Group New York	$513M	+$509M	81	3.07%	New
155	Acadian Asset Management Boston, Massachusetts	$509M	+$500M	25	3.55%	New
156	Generation Investment Management London, United Kingdom	$480M	+$502M	1	9.27%	New
157	SONJCPFA State of New Jersey Common Pension Fund A Trenton, New Jersey	$479M	+$472M	27	2.34%	New
158	Fidelity International Hamilton, Bermuda	$467M	+$452M	18	2.64%	New
159	Soroban Capital Partners New York	$466M	+$472M	2	5.62%	New
160	Bank of Montreal Toronto, Ontario, Canada	$464M	+$468M	63	0.82%	New
161	Temasek Holdings Singapore	$460M	+$474M	2	11.65%	New
162	Donald Smith & Co New York	$454M	+$359M	3	9.86%	New
163	Longview Partners St Peter Port, Guernsey	$452M	+$449M	1	4.49%	New
164	Mackenzie Financial Toronto Ontario, Ontario, Canada	$452M	+$447M	19	2.15%	New
165	Frontier Capital Management Boston, Massachusetts	$451M	+$445M	14	3.75%	New
166	Gateway Investment Advisers Cincinnati, Ohio	$451M	+$451M	21	3.92%	New
167	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$448M	+$447M	32	2.54%	New
168	Axa Paris, France	$448M	+$447M	27	2.38%	New
169	Kornitzer Capital Management Shawnee Mission, Kansas	$442M	+$425M	16	5.78%	New
170	Thornburg Investment Management Santa Fe, New Mexico	$441M	+$432M	5	2.01%	New
171	SAC Capital Advisors Stamford, Connecticut	$431M	+$370M	44	2.37%	New
172	TAM Tiverton Asset Management Wilimington, Delaware	$429M	+$424M	9	11.15%	New
173	Brandes Investment Partners La Jolla, California	$428M	+$434M	8	5.36%	New
174	Nordea Investment Management Stockholm, Sweden	$424M	+$424M	30	2.63%	New
175	Bessemer Group Woodbridge, New Jersey	$423M	+$425M	33	3.79%	New