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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
176	Discovery Capital Management South Norwalk, Connecticut	$421M	+$381M	2	4.51%	New
177	Perkins Investment Management Chicago, Illinois	$420M	+$419M	9	2.84%	New
178	British Columbia Investment Management Victoria, British Columbia, Canada	$416M	+$413M	21	3.42%	New
179	Retirement Systems of Alabama Montgomery, Alabama	$415M	+$411M	26	2.78%	New
180	Mairs & Power Inc St Paul, Minnesota	$409M	+$413M	5	7.82%	New
181	Comerica Bank Dallas, Texas	$400M	+$398M	56	3.26%	New
182	Munder Capital Management Birmingham, Michigan	$400M	+$391M	18	3.41%	New
183	Federated Hermes Pittsburgh, Pennsylvania	$398M	+$394M	38	1.57%	New
184	Capital Guardian Trust Los Angeles, California	$395M	+$398M	15	2.75%	New
185	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$395M	+$399M	21	2.92%	New
186	Ninety One (UK) London, United Kingdom	$391M	+$388M	8	3%	New
187	Teacher Retirement System of Texas Austin, Texas	$390M	+$384M	62	3.56%	New
188	Edge Asset Management Seattle, Washington	$389M	+$382M	11	4.88%	New
189	Flossbach Von Storch Cologne, Germany	$388M	+$399M	3	11.74%	New
190	Commerzbank Aktiengesellschaft Frankfurt, Germany	$388M	+$385M	32	1.71%	New
191	FTCM Fir Tree Capital Management New York	$387M	+$404M	1	5.34%	New
192	Northern Trust Company of Connecticut Stamford, Connecticut	$384M	+$381M	46	2.6%	New
193	SCCM Schafer Cullen Capital Management New York	$382M	+$377M	4	4.57%	New
194	Chevy Chase Trust Bethesda, Maryland	$382M	+$378M	16	3.34%	New
195	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$379M	+$374M	35	2.96%	New
196	First Pacific Advisors El Segundo, California	$374M	+$372M	5	3.98%	New
197	SSM Sound Shore Management Greenwich, Connecticut	$373M	+$378M	3	7.27%	New
198	Maverick Capital Dallas, Texas	$372M	+$385M	3	5.03%	New
199	D.E. Shaw & Co New York	$367M	+$357M	59	0.69%	New
200	First Trust Advisors Wheaton, Illinois	$366M	+$358M	53	2.38%	New