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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	Asset Management One Tokyo, Japan	$724M	+$54.6M	29	3.56%	Increased
177	Brown Brothers Harriman & Co New York	$724M	+$4.41M	32	4.81%	Increased
178	Brandywine Global Investment Management Philadelphia, Pennsylvania	$701M	+$145M	25	4.84%	Increased
179	Thornburg Investment Management Santa Fe, New Mexico	$701M	+$14.5M	9	6.72%	Increased
180	Westfield Capital Management Boston, Massachusetts	$700M	+$161M	15	5.27%	Increased
181	MAMU Marathon Asset Management (UK) London, United Kingdom	$698M	-$9.15M	8	8.96%	Reduced
182	Aviva London, United Kingdom	$690M	-$42.2M	27	4.74%	Reduced
183	Flossbach Von Storch Cologne, Germany	$678M	+$583M	4	5.81%	Increased
184	Raymond James Financial Services Advisors St. Petersburg, Florida	$656M	+$13.4M	47	2.52%	Increased
185	Ninety One (UK) London, United Kingdom	$634M	+$114M	9	2.41%	Increased
186	ACI AMP Capital Investors Sydney, Australia	$620M	-$6.07M	35	3.42%	Reduced
187	KBC Group Brussels, Belgium	$615M	-$4.47M	46	4.75%	Reduced
188	Capital Guardian Trust Los Angeles, California	$614M	+$88.5M	11	8.27%	Increased
189	CIBC World Markets New York	$614M	+$236M	23	4.73%	Increased
190	Fundsmith LLP London, United Kingdom	$612M	-$1.3M	1	3.19%	Reduced
191	JP Morgan Private Wealth Advisors San Francisco, California	$607M	-$6.16M	37	3.32%	Reduced
192	Mairs & Power Inc St Paul, Minnesota	$605M	+$88.7M	8	7.26%	Increased
193	London Company of Virginia Richmond, Virginia	$601M	+$90.3M	7	5.17%	Increased
194	Guggenheim Capital Chicago, Illinois	$599M	-$13.5M	60	4.87%	Reduced
195	BNP Paribas Asset Management Paris, France	$593M	+$13.8M	27	4.85%	Increased
196	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$591M	+$57M	2	4.84%	Increased
197	Baupost Group Boston, Massachusetts	$578M	-$133M	1	5.23%	Reduced
198	Holocene Advisors New York	$577M	+$239M	24	7.36%	Increased
199	CI Investments Inc Toronto, Ontario, Canada	$567M	-$293M	10	3.15%	Reduced
200	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$544M	+$342M	3	10.05%	Increased