← All themes

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	State of Tennessee, Department of Treasury Nashville, Tennessee	$440M	+$428M	41	2.67%	New
177	Ninety One (UK) London, United Kingdom	$438M	+$39.7M	8	3.22%	Increased
178	Mairs & Power Inc St Paul, Minnesota	$437M	-$1.13M	5	7.55%	Reduced
179	SSM Sound Shore Management Greenwich, Connecticut	$437M	+$9.62M	3	8.12%	Increased
180	Capital Guardian Trust Los Angeles, California	$434M	+$1.07M	16	3%	Increased
181	Bessemer Group Woodbridge, New Jersey	$434M	-$44.9M	31	3.52%	Reduced
182	Retirement Systems of Alabama Montgomery, Alabama	$434M	-$1.81M	26	2.76%	Reduced
183	Gateway Investment Advisers Cincinnati, Ohio	$431M	-$46M	20	3.67%	Reduced
184	Brandes Investment Partners La Jolla, California	$430M	+$6.88M	10	5.53%	Increased
185	Findlay Park Partners London, United Kingdom	$430M	+$42.3M	5	5.24%	Increased
186	Federated Hermes Pittsburgh, Pennsylvania	$430M	-$8.58M	38	1.66%	Reduced
187	Edge Asset Management Seattle, Washington	$425M	+$15.4M	11	5.08%	Increased
188	Munder Capital Management Birmingham, Michigan	$422M	-$2.08M	17	3.37%	Reduced
189	British Columbia Investment Management Victoria, British Columbia, Canada	$422M	-$20.6M	21	3.55%	Reduced
190	Axa Paris, France	$419M	-$62.1M	29	2.07%	Reduced
191	Chevy Chase Trust Bethesda, Maryland	$417M	+$7.81M	16	3.4%	Increased
192	KeyBank National Association Cleveland, Ohio	$414M	-$653M	29	2.85%	Reduced
193	Fidelity International Hamilton, Bermuda	$412M	-$98.2M	17	1.97%	Reduced
194	MC Montag & Caldwell Atlanta, Georgia	$409M	+$23.3M	2	3.08%	Increased
195	Temasek Holdings Singapore	$407M	-$88.6M	1	11.25%	Reduced
196	Teacher Retirement System of Texas Austin, Texas	$405M	-$18.9M	62	3.55%	Reduced
197	Northern Trust Company of Connecticut Stamford, Connecticut	$398M	-$12.5M	44	2.57%	Reduced
198	Nomura Holdings Tokyo, Japan	$397M	+$126M	52	2.39%	Increased
199	ACM Atlanta Capital Management Atlanta, Georgia	$393M	-$8.21M	5	2.79%	Reduced
200	Glenmede Trust Philadelphia, Pennsylvania	$392M	+$15.4M	45	4.65%	Increased