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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	ING Group Amsterdam, Netherlands	$546M	-$243M	17	2.89%	Reduced
177	Munder Capital Management Birmingham, Michigan	$545M	+$7.42M	19	3.92%	Increased
178	Viking Global Investors Stamford, Connecticut	$542M	-$173M	2	2.27%	Reduced
179	Retirement Systems of Alabama Montgomery, Alabama	$526M	+$17.4M	25	3.05%	Increased
180	Mackenzie Financial Toronto Ontario, Ontario, Canada	$519M	+$15.3M	17	2.54%	Increased
181	Mairs & Power Inc St Paul, Minnesota	$505M	+$49.4K	5	7.48%	Increased
182	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$502M	-$34.4M	41	2.92%	Reduced
183	SONJCPFA State of New Jersey Common Pension Fund A Trenton, New Jersey	$499M	-$47.5M	25	2.36%	Reduced
184	TAM Tiverton Asset Management Wilimington, Delaware	$496M	$0	9	10.76%	Maintained
185	Chevy Chase Trust Bethesda, Maryland	$494M	-$860K	14	3.54%	Reduced
186	Veritas Asset Management London, United Kingdom	$490M	+$9.55M	2	8.69%	Increased
187	Gateway Investment Advisers Cincinnati, Ohio	$488M	-$3.75M	19	3.96%	Reduced
188	SIG Senator Investment Group New York	$481M	+$167M	3	5.73%	Increased
189	Coatue Management New York	$479M	+$462M	2	8.47%	New
190	Temasek Holdings Singapore	$477M	$0	1	7.39%	Maintained
191	Edgewood Management Greenwich, Connecticut	$476M	+$142M	2	5.06%	Increased
192	Commerzbank Aktiengesellschaft Frankfurt, Germany	$475M	+$82.6M	26	2.05%	Increased
193	Two Sigma Investments New York	$467M	-$276M	50	2.5%	Reduced
194	Brandes Investment Partners La Jolla, California	$466M	-$36M	6	5.88%	Reduced
195	Glenmede Trust Philadelphia, Pennsylvania	$465M	-$1.33M	52	4.31%	Reduced
196	SCCM Schafer Cullen Capital Management New York	$463M	+$30.5M	6	4.49%	Increased
197	Pictet Asset Management (UK) London, United Kingdom	$460M	+$3.52M	22	2.3%	Increased
198	Bahl & Gaynor Cincinnati, Ohio	$457M	+$69.1M	13	7.32%	Increased
199	Harding Loevner Bridgewater, New Jersey	$457M	+$38.6M	2	3.48%	Increased
200	KeyBank National Association Cleveland, Ohio	$456M	-$10.8M	30	3.52%	Reduced