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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	Pictet Asset Management (UK) London, United Kingdom	$560M	+$33.2M	23	2.47%	Increased
152	Flossbach Von Storch Cologne, Germany	$559M	+$187M	5	9.73%	Increased
153	SG Americas Securities New York	$557M	+$924M	56	3.33%	Increased
154	EARNEST Partners Atlanta, Georgia	$557M	+$8.76M	15	5.47%	Increased
155	Nordea Investment Management Stockholm, Sweden	$549M	-$133M	27	2.02%	Reduced
156	Panagora Asset Management Boston, Massachusetts	$549M	-$108M	58	2.9%	Reduced
157	Janus Henderson Group London,	$547M	-$56.2M	22	4.81%	Reduced
158	Raymond James & Associates St Petersburg, Florida	$547M	+$34.6M	43	2.23%	Increased
159	Fayez Sarofim & Co Houston, Texas	$545M	-$74.7M	7	3.15%	Reduced
160	Brandywine Global Investment Management Philadelphia, Pennsylvania	$542M	+$144M	23	3.53%	Increased
161	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$539M	-$64.8M	36	2.21%	Reduced
162	Gotham Asset Management New York	$529M	+$50.2M	37	5.16%	Increased
163	Credit Agricole Montrouge Cedex, France	$527M	-$68.3M	32	2.62%	Reduced
164	abrdn Investment Management Edinburgh, United Kingdom	$527M	+$42.4M	3	2.26%	Increased
165	GE General Electric Evendale, Ohio	$525M	-$29.5M	8	1.25%	Reduced
166	Federated Hermes Pittsburgh, Pennsylvania	$524M	-$142M	45	1.7%	Reduced
167	WP Wedgewood Partners St Louis, Missouri	$513M	-$29.7M	1	7.47%	Reduced
168	SA SPO Advisory San Anselmo, California	$507M	-$4.1M	1	8.58%	Reduced
169	Davis Selected Advisers Tucson, Arizona	$506M	-$89.2M	4	2.1%	Reduced
170	WCM Investment Management Laguna Beach, California	$493M	-$290M	2	12.3%	Reduced
171	Fred Alger Management New York	$492M	-$22.9M	12	2.68%	Reduced
172	Acadian Asset Management Boston, Massachusetts	$490M	-$173M	32	2.67%	Reduced
173	Fidelity International Hamilton, Bermuda	$489M	-$69.2M	16	1.7%	Reduced
174	Harding Loevner Bridgewater, New Jersey	$484M	+$91M	4	3.9%	Increased
175	Eagle Asset Management St Petersburg, Florida	$482M	-$66.8M	19	3.29%	Reduced