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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	$899M	+$33.2M	43	3.62%	Increased
152	Millennium Management New York	$888M	-$776M	76	2%	Reduced
153	PIM Platinum Investment Management Sydney Australia 2000, Australia	$881M	+$89.4M	7	22.23%	Increased
154	CIBC Private Wealth Group Atlanta, Georgia	$877M	+$2.3M	24	3.76%	Increased
155	STRS Ohio Columbus, Ohio	$867M	-$7.44M	57	4.57%	Reduced
156	Mackenzie Financial Toronto Ontario, Ontario, Canada	$864M	+$130M	37	2.78%	Increased
157	Acadian Asset Management Boston, Massachusetts	$853M	+$127M	56	4.89%	Increased
158	Parallax Volatility Advisers San Francisco, California	$837M	+$314M	40	1.07%	Increased
159	Bahl & Gaynor Cincinnati, Ohio	$834M	+$57M	18	7.26%	Increased
160	Panagora Asset Management Boston, Massachusetts	$830M	-$126M	54	5.87%	Reduced
161	Frontier Capital Management Boston, Massachusetts	$827M	-$13.9M	19	9.29%	Reduced
162	Carillon Tower Advisers St. Petersburg, Florida	$820M	-$12.6M	32	8.05%	Reduced
163	LPU Lansdowne Partners (UK) London, United Kingdom	$818M	-$92.4M	5	45.31%	Reduced
164	First Pacific Advisors El Segundo, California	$815M	+$143M	7	11.49%	Increased
165	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$787M	-$263M	31	2.4%	Reduced
166	Mirae Asset Global Investments Seoul, South Korea	$777M	+$84.2M	36	6.07%	Increased
167	MN Services Vermogensbeheer The Hague, Netherlands	$777M	-$55.5M	15	8.7%	Reduced
168	Whale Rock Capital Management Boston, Massachusetts	$768M	+$420M	7	10.46%	Increased
169	Fayez Sarofim & Co Houston, Texas	$757M	-$20.2M	8	4.65%	Reduced
170	Ninety One (UK) London, United Kingdom	$741M	+$60.4M	6	3.12%	Increased
171	Baird Financial Group Milwaukee, Wisconsin	$722M	-$34.4M	36	3.3%	Reduced
172	Robeco Schweiz Zurich, Switzerland	$718M	+$183M	21	30.76%	Increased
173	Asset Management One Tokyo, Japan	$714M	-$19.8M	31	4.17%	Reduced
174	1832 Asset Management Toronto, Ontario, Canada	$711M	+$81M	24	2.56%	Increased
175	Royal London Asset Management United Kingdom	$697M	+$108M	25	5.63%	Increased