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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	Thornburg Investment Management Santa Fe, New Mexico	$471M	-$137M	7	3.14%	Reduced
177	AL AJO LP Philadelphia, Pennsylvania	$469M	+$16.8M	7	2.03%	Increased
178	Retirement Systems of Alabama Montgomery, Alabama	$464M	+$7.37M	26	2.75%	Increased
179	First Pacific Advisors El Segundo, California	$464M	+$22.4M	4	4.21%	Increased
180	Fidelity International Hamilton, Bermuda	$463M	-$248M	16	1.43%	Reduced
181	SSM Sound Shore Management Greenwich, Connecticut	$462M	-$33.4M	3	8.41%	Reduced
182	LCS Levin Capital Strategies New York	$461M	+$28.9M	6	8.35%	Increased
183	Nordea Investment Management Stockholm, Sweden	$458M	-$72.2M	29	1.38%	Reduced
184	Winton Group London, United Kingdom	$456M	-$330M	13	4.94%	Reduced
185	Westfield Capital Management Boston, Massachusetts	$455M	+$19.7M	12	3.46%	Increased
186	Aperio Group Sausalito, California	$447M	+$23M	55	3.83%	Increased
187	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$447M	-$2.09M	47	2.93%	Reduced
188	Eagle Asset Management St Petersburg, Florida	$446M	-$106M	16	3.09%	Reduced
189	Aviva London, United Kingdom	$442M	+$12.6M	24	3.29%	Increased
190	Teacher Retirement System of Texas Austin, Texas	$441M	-$32.6M	64	2.97%	Reduced
191	Davis Selected Advisers Tucson, Arizona	$441M	-$65.5M	8	1.95%	Reduced
192	SEI Investments Oaks, Pennsylvania	$440M	+$45.5M	62	2.74%	Increased
193	Thomaspartners Boston, Massachusetts	$435M	+$27.2M	3	6.25%	Increased
194	KeyBank National Association Cleveland, Ohio	$434M	-$6.8M	30	2.88%	Reduced
195	Gateway Investment Advisers Cincinnati, Ohio	$431M	-$17.4M	18	3.74%	Reduced
196	CCM Cantillon Capital Management New York	$427M	-$16.8M	1	7.47%	Reduced
197	AIG American International Group New York	$425M	-$14.4M	84	1.66%	Reduced
198	Bahl & Gaynor Cincinnati, Ohio	$423M	+$7.74M	15	5.62%	Increased
199	VFA Virtus Fund Advisers Hartford, Connecticut	$420M	+$85.8M	11	3.71%	Increased
200	TCW Group Los Angeles, California	$413M	+$43.3M	23	3.03%	Increased