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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	I.G. Investment Management Winnipeg, Manitoba, Canada	$492M	-$138M	19	1.78%	Reduced
177	Retirement Systems of Alabama Montgomery, Alabama	$487M	+$7.07M	26	2.89%	Increased
178	FTCM Fir Tree Capital Management New York	$485M	+$178M	2	5.52%	Increased
179	YCMGA York Capital Management Global Advisors New York	$476M	+$293M	4	6.54%	Increased
180	Chevy Chase Trust Bethesda, Maryland	$474M	+$5.18M	14	3.46%	Increased
181	Brandes Investment Partners La Jolla, California	$473M	-$19.8M	7	5.83%	Reduced
182	Gateway Investment Advisers Cincinnati, Ohio	$470M	-$9.21M	19	3.76%	Reduced
183	Munder Capital Management Birmingham, Michigan	$469M	+$3.31M	17	3.42%	Increased
184	Mackenzie Financial Toronto Ontario, Ontario, Canada	$466M	-$34.9M	17	2.36%	Reduced
185	Findlay Park Partners London, United Kingdom	$464M	-$9.94M	5	5.13%	Reduced
186	SCM Segantii Capital Management Hong Kong	$463M	+$464M	3	84.7%	New
187	TAM Tiverton Asset Management Wilimington, Delaware	$462M	-$13.5M	9	10.22%	Reduced
188	Bessemer Group Woodbridge, New Jersey	$462M	-$22.5M	30	3.31%	Reduced
189	British Columbia Investment Management Victoria, British Columbia, Canada	$461M	-$9.98M	19	3.64%	Reduced
190	SSM Sound Shore Management Greenwich, Connecticut	$460M	-$6.86M	3	7.74%	Reduced
191	KeyBank National Association Cleveland, Ohio	$457M	-$5.26M	29	2.98%	Reduced
192	Fidelity International Hamilton, Bermuda	$455M	+$6.79M	18	1.83%	Increased
193	Sculptor Capital New York	$454M	+$296M	8	1.17%	Increased
194	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$453M	+$18.5M	33	2.8%	Increased
195	Veritas Asset Management London, United Kingdom	$452M	+$34.9M	1	9.12%	Increased
196	Temasek Holdings Singapore	$449M	$0	1	9.29%	Maintained
197	Glenmede Trust Philadelphia, Pennsylvania	$444M	+$1.51M	50	4.54%	Increased
198	Federated Hermes Pittsburgh, Pennsylvania	$443M	-$48.8M	42	1.53%	Reduced
199	Pictet Asset Management (UK) London, United Kingdom	$442M	+$8.34M	20	2.27%	Increased
200	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$434M	+$85.8M	4	3.1%	Increased