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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	STRS Ohio Columbus, Ohio	$1.14B	+$17.6M	62	5%	Increased
152	Retirement Systems of Alabama Montgomery, Alabama	$1.11B	-$55.3M	37	5.38%	Reduced
153	Frontier Capital Management Boston, Massachusetts	$1.08B	-$88.3M	21	9.52%	Reduced
154	Bahl & Gaynor Cincinnati, Ohio	$1.07B	+$25.9M	20	8.08%	Increased
155	Whale Rock Capital Management Boston, Massachusetts	$1.07B	+$81.5M	5	8.51%	Increased
156	Carillon Tower Advisers St. Petersburg, Florida	$1.07B	-$69.2M	32	8.21%	Reduced
157	Robeco Schweiz Zurich, Switzerland	$1.06B	+$77.5M	21	38.13%	Increased
158	Rafferty Asset Management New York	$1.03B	+$606M	35	14.45%	Increased
159	CIBC Private Wealth Group Atlanta, Georgia	$1.02B	-$116M	24	4.97%	Reduced
160	Holocene Advisors New York	$1.02B	+$144M	23	8.9%	Increased
161	Mirae Asset Global Investments Seoul, South Korea	$1B	-$43.7M	38	6.05%	Reduced
162	Acadian Asset Management Boston, Massachusetts	$989M	-$117M	71	4.26%	Reduced
163	Panagora Asset Management Boston, Massachusetts	$970M	-$137M	56	6.18%	Reduced
164	KBC Group Brussels, Belgium	$956M	+$88.7M	43	6.32%	Increased
165	PIM Platinum Investment Management Sydney Australia 2000, Australia	$951M	-$195M	7	21.72%	Reduced
166	MN Services Vermogensbeheer The Hague, Netherlands	$951M	-$24.5M	14	8.13%	Reduced
167	Glenmede Trust Philadelphia, Pennsylvania	$941M	-$115M	75	5.75%	Reduced
168	Aviva London, United Kingdom	$923M	+$93.5M	34	5.76%	Increased
169	Baird Financial Group Milwaukee, Wisconsin	$921M	+$28.3M	37	3.47%	Increased
170	JP Morgan Private Wealth Advisors San Francisco, California	$915M	+$44.4M	46	4.18%	Increased
171	Winslow Capital Management Minneapolis, Minnesota	$910M	+$120M	4	4.43%	Increased
172	Natixis Advisors Boston, Massachusetts	$908M	+$69.6M	50	6.03%	Increased
173	Asset Management One Tokyo, Japan	$908M	-$4.12M	31	4.46%	Reduced
174	Railway Pension Investments London, United Kingdom	$906M	+$83.8M	19	10.16%	Increased
175	Causeway Capital Management Los Angeles, California	$904M	-$396M	3	16.29%	Reduced