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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	Select Equity Group New York	$1.82B	+$79.7M	12	6.13%	Increased
152	Los Angeles Capital Management Los Angeles, California	$1.81B	+$183M	55	8.25%	Increased
153	Newport Trust Company Washington, District of Columbia	$1.8B	-$36.5M	2	4.89%	Reduced
154	London Company of Virginia Richmond, Virginia	$1.8B	-$76.6M	8	9.86%	Reduced
155	Royal London Asset Management United Kingdom	$1.79B	+$38.7M	26	7.27%	Increased
156	Bahl & Gaynor Cincinnati, Ohio	$1.75B	+$71.6M	21	10.76%	Increased
157	SG Americas Securities New York	$1.74B	+$1.23B	83	8.15%	Increased
158	Bank of Nova Scotia Toronto, Ontario, Canada	$1.73B	-$95.2M	33	3.04%	Reduced
159	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.72B	+$89.3M	54	2.44%	Increased
160	1832 Asset Management Toronto, Ontario, Canada	$1.7B	-$377M	30	3.19%	Reduced
161	Natixis Advisors Boston, Massachusetts	$1.68B	+$220M	57	6.91%	Increased
162	Eagle Asset Management St Petersburg, Florida	$1.66B	-$64.7M	31	7.5%	Reduced
163	Flossbach Von Storch Cologne, Germany	$1.66B	-$37.3M	3	4.83%	Reduced
164	Baird Financial Group Milwaukee, Wisconsin	$1.65B	+$61.2M	53	4.21%	Increased
165	EARNEST Partners Atlanta, Georgia	$1.64B	-$168M	42	10.03%	Reduced
166	LPL Financial San Diego, California	$1.64B	+$159M	81	1.54%	Increased
167	Fayez Sarofim & Co Houston, Texas	$1.63B	+$29.5M	12	5.38%	Increased
168	CI Investments Inc Toronto, Ontario, Canada	$1.62B	+$70.2M	44	6.03%	Increased
169	BNP Paribas Asset Management Paris, France	$1.62B	-$86.1M	29	6%	Reduced
170	STRS Ohio Columbus, Ohio	$1.61B	-$47M	63	6.05%	Reduced
171	Thrivent Financial for Lutherans Minneapolis, Minnesota	$1.59B	+$55.4M	72	3.23%	Increased
172	Egerton Capital (UK) London, United Kingdom	$1.59B	+$330M	2	7.53%	Increased
173	Assenagon Asset Management Senningerberg, Luxembourg	$1.57B	-$119M	54	5.02%	Reduced
174	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.57B	-$138M	17	5.2%	Reduced
175	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$1.56B	-$25.7M	57	5.55%	Reduced