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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	Bessemer Group Woodbridge, New Jersey	$894M	+$193M	40	3.43%	Increased
152	Jensen Investment Management Lake Oswego, Oregon	$892M	+$59.5M	4	10.62%	Increased
153	Glenmede Trust Philadelphia, Pennsylvania	$892M	-$74.9M	71	4.03%	Reduced
154	William Blair Investment Management Chicago, Illinois	$891M	+$3.81M	9	3.75%	Increased
155	Royce & Associates New York	$872M	-$72.3M	46	7.37%	Reduced
156	Lyrical Asset Management New York	$870M	-$8.84M	2	11.67%	Reduced
157	Fred Alger Management New York	$857M	+$105M	22	3.41%	Increased
158	LPU Lansdowne Partners (UK) London, United Kingdom	$851M	-$431M	4	18.88%	Reduced
159	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$850M	+$109M	34	1.33%	Increased
160	Eagle Asset Management St Petersburg, Florida	$848M	-$13.2M	24	4.52%	Reduced
161	EARNEST Partners Atlanta, Georgia	$843M	+$10.9M	38	8.05%	Increased
162	Envestnet Asset Management Chicago, Illinois	$841M	+$72M	62	1.15%	Increased
163	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$828M	-$17.8M	28	13.67%	Reduced
164	Brown Advisory Baltimore, Maryland	$815M	+$41.1M	37	2.31%	Increased
165	Panagora Asset Management Boston, Massachusetts	$814M	-$126M	57	3.62%	Reduced
166	Appaloosa LP Short Hills, New Jersey	$796M	+$123M	1	22.81%	Increased
167	CI Investments Inc Toronto, Ontario, Canada	$794M	+$45.1M	12	4.45%	Increased
168	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$787M	-$2.11M	55	4.12%	Reduced
169	Fayez Sarofim & Co Houston, Texas	$775M	+$10.7M	7	4.09%	Increased
170	Charles Schwab Investment Advisory San Francisco, California	$766M	+$13.2M	3	1.29%	Increased
171	Treasurer of the State of North Carolina Raleigh, North Carolina	$765M	+$1.12M	30	4.9%	Increased
172	Aristotle Capital Management Los Angeles, California	$764M	+$29.9M	4	4.54%	Increased
173	Baupost Group Boston, Massachusetts	$760M	-$6.1M	1	6.38%	Reduced
174	Man Group London, United Kingdom	$757M	-$31M	53	2.87%	Reduced
175	Sands Capital Management Arlington, Virginia	$736M	+$7.64M	3	2.27%	Increased