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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	Glenmede Trust Philadelphia, Pennsylvania	$815M	-$95M	63	3.9%	Reduced
152	Brown Advisory Baltimore, Maryland	$805M	-$42.9M	27	2.75%	Reduced
153	Edgewood Management Greenwich, Connecticut	$787M	+$113M	2	4.39%	Increased
154	Janus Henderson Group London,	$781M	-$160M	25	5.48%	Reduced
155	Viking Global Investors Stamford, Connecticut	$778M	-$178M	1	3.44%	Reduced
156	Veritas Asset Management London, United Kingdom	$763M	+$16.5M	1	6.88%	Increased
157	DZ Bank Frankfurt Am Main, Germany	$748M	+$121M	23	3.41%	Increased
158	Robeco Institutional Asset Management Rotterdam, Netherlands	$739M	+$160M	30	4.92%	Increased
159	Aviva London, United Kingdom	$724M	+$34.7M	23	4.14%	Increased
160	VanEck Associates New York	$703M	+$233M	30	3.1%	Increased
161	Bessemer Group Woodbridge, New Jersey	$701M	-$99.2M	43	2.92%	Reduced
162	STRS Ohio Columbus, Ohio	$700M	+$63.4M	48	3.03%	Increased
163	Acadian Asset Management Boston, Massachusetts	$684M	+$33.5M	47	3.13%	Increased
164	Retirement Systems of Alabama Montgomery, Alabama	$677M	-$9.54M	29	3.73%	Reduced
165	Thrivent Financial for Lutherans Minneapolis, Minnesota	$668M	-$17.4M	51	2.89%	Reduced
166	abrdn Investment Management Edinburgh, United Kingdom	$662M	+$439M	4	2.19%	Increased
167	Thomaspartners Boston, Massachusetts	$661M	+$43.6M	3	6.09%	Increased
168	CCI Columbus Circle Investors	$660M	-$119M	19	9.28%	Reduced
169	Sands Capital Management Arlington, Virginia	$659M	+$3.81M	2	2.07%	Increased
170	Aperio Group Sausalito, California	$657M	+$52.6M	61	4.49%	Increased
171	Ninety One (UK) London, United Kingdom	$648M	-$125M	9	3.2%	Reduced
172	Lyrical Asset Management New York	$642M	+$17M	2	10.3%	Increased
173	TCW Group Los Angeles, California	$637M	-$103M	18	5.32%	Reduced
174	Bahl & Gaynor Cincinnati, Ohio	$635M	-$12.5M	17	7.28%	Reduced
175	VVP Vulcan Value Partners Birmingham, Alabama	$616M	-$160M	2	5.31%	Reduced