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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	Brown Advisory Baltimore, Maryland	$1.08B	+$57.9M	27	2.74%	Increased
152	CIBC World Markets New York	$1.08B	+$315M	26	7%	Increased
153	Frontier Capital Management Boston, Massachusetts	$1.06B	-$42.5M	19	7.83%	Reduced
154	Assenagon Asset Management Senningerberg, Luxembourg	$1.06B	+$243M	33	6.66%	Increased
155	PIM Platinum Investment Management Sydney Australia 2000, Australia	$1.06B	-$65.8M	7	20.96%	Reduced
156	Carillon Tower Advisers St. Petersburg, Florida	$1.05B	+$63M	28	7.04%	Increased
157	Winslow Capital Management Minneapolis, Minnesota	$1.05B	-$88.7M	5	5.44%	Reduced
158	Bessemer Group Woodbridge, New Jersey	$1.04B	-$17.2M	47	3.38%	Reduced
159	Flossbach Von Storch Cologne, Germany	$1.04B	+$122M	4	7.06%	Increased
160	STRS Ohio Columbus, Ohio	$1.04B	-$64M	56	4.35%	Reduced
161	Los Angeles Capital Management Los Angeles, California	$1.04B	+$194M	42	5.18%	Increased
162	Glenmede Trust Philadelphia, Pennsylvania	$1B	-$140M	72	4.57%	Reduced
163	Charles Schwab Investment Advisory San Francisco, California	$993M	+$28M	3	1.41%	Increased
164	Bahl & Gaynor Cincinnati, Ohio	$975M	+$11.6M	19	6.77%	Increased
165	MN Services Vermogensbeheer The Hague, Netherlands	$963M	+$28.8M	15	8.21%	Increased
166	First Pacific Advisors El Segundo, California	$942M	-$36M	6	8.96%	Reduced
167	Fayez Sarofim & Co Houston, Texas	$940M	-$26.1M	8	4.53%	Reduced
168	Royce & Associates New York	$938M	-$52.2M	47	8.38%	Reduced
169	Ninety One (UK) London, United Kingdom	$929M	+$495M	5	3.08%	Increased
170	Baird Financial Group Milwaukee, Wisconsin	$911M	-$29.9M	33	3.27%	Reduced
171	Acadian Asset Management Boston, Massachusetts	$911M	+$212M	59	4.14%	Increased
172	Mackenzie Financial Toronto Ontario, Ontario, Canada	$897M	-$119M	36	2.2%	Reduced
173	State of Tennessee, Department of Treasury Nashville, Tennessee	$884M	-$59.4M	58	3.9%	Reduced
174	Natixis Paris, France	$878M	+$136M	26	5.44%	Increased
175	Marshall Wace North America New York	$878M	+$88M	47	4.23%	Increased