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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	CI Investments Inc Toronto, Ontario, Canada	$1.31B	-$42.8M	34	5.54%	Reduced
177	Storebrand Asset Management Lysaker, Norway	$1.31B	+$89.3M	30	6.95%	Increased
178	Raymond James Financial Services Advisors St. Petersburg, Florida	$1.3B	+$28.3M	56	2.93%	Increased
179	Acadian Asset Management Boston, Massachusetts	$1.3B	+$4.45M	73	5.04%	Increased
180	Royce & Associates New York	$1.29B	-$55.9M	46	8.69%	Reduced
181	APG Asset Management Amsterdam, Netherlands	$1.29B	-$888M	28	2.2%	Reduced
182	LPL Financial San Diego, California	$1.25B	+$89.2M	76	1.43%	Increased
183	CIBC World Markets New York	$1.24B	-$345M	40	7.72%	Reduced
184	Jane Street New York	$1.23B	-$132M	88	0.61%	Reduced
185	Holocene Advisors New York	$1.22B	+$75.9M	22	7.68%	Increased
186	Panagora Asset Management Boston, Massachusetts	$1.22B	+$10.4M	72	6.87%	Increased
187	Bank of Nova Scotia Toronto, Ontario, Canada	$1.22B	-$211M	30	2.4%	Reduced
188	Congress Asset Management Boston, Massachusetts	$1.21B	-$45.7M	21	10.94%	Reduced
189	Aviva London, United Kingdom	$1.21B	-$22.7M	41	5.91%	Reduced
190	Asset Management One Tokyo, Japan	$1.2B	-$27.1M	38	4.75%	Reduced
191	Point72 Asset Management Stamford, Connecticut	$1.19B	-$257M	22	5.58%	Reduced
192	AKO Capital London, United Kingdom	$1.18B	+$138M	1	14.64%	Increased
193	Ruane, Cunniff & Goldfarb New York	$1.17B	+$356M	2	11%	Increased
194	ARK Investment Management St. Petersburg, Florida	$1.17B	+$140M	11	2.32%	Increased
195	Altshuler Shaham Tel Aviv, Israel	$1.16B	+$670M	29	11.7%	Increased
196	Assenagon Asset Management Senningerberg, Luxembourg	$1.16B	-$254M	53	4.7%	Reduced
197	Parallax Volatility Advisers San Francisco, California	$1.13B	+$128M	46	0.98%	Increased
198	Marshall Wace North America New York	$1.13B	-$273M	50	4.68%	Reduced
199	Thornburg Investment Management Santa Fe, New Mexico	$1.13B	-$35M	14	13.09%	Reduced
200	Public Employees Retirement Association of Colorado Denver, Colorado	$1.12B	+$5.52M	64	5.23%	Increased