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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	LPL Financial San Diego, California	$1.51B	+$107M	84	1.52%	Increased
177	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.51B	+$10.6M	43	2.09%	Increased
178	Raymond James Financial Services Advisors St. Petersburg, Florida	$1.5B	+$88.4M	58	3.07%	Increased
179	Retirement Systems of Alabama Montgomery, Alabama	$1.48B	-$7.51M	39	5.36%	Reduced
180	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$1.46B	-$68.4M	22	7.3%	Reduced
181	WI Winder Investment Singapore	$1.43B	+$402M	1	25.71%	Increased
182	Natixis Paris, France	$1.42B	-$344M	24	6.22%	Reduced
183	Storebrand Asset Management Lysaker, Norway	$1.41B	-$27.4M	29	6.86%	Reduced
184	Ruane, Cunniff & Goldfarb New York	$1.4B	+$230M	2	12.37%	Increased
185	M&G Investment Management London, United Kingdom	$1.37B	+$581M	39	3.4%	Increased
186	Panagora Asset Management Boston, Massachusetts	$1.32B	-$11.1M	69	7.06%	Reduced
187	Aviva London, United Kingdom	$1.31B	-$10.4M	31	5.76%	Reduced
188	Royce & Associates New York	$1.3B	-$35.4M	44	8.96%	Reduced
189	Asset Management One Tokyo, Japan	$1.28B	-$17.7M	34	4.77%	Reduced
190	Nomura Asset Management Tokyo, Japan	$1.27B	+$56.4M	30	7.36%	Increased
191	Egerton Capital (UK) London, United Kingdom	$1.25B	+$174M	2	6.23%	Increased
192	Natixis Advisors Boston, Massachusetts	$1.25B	+$39M	57	5.85%	Increased
193	Public Employees Retirement Association of Colorado Denver, Colorado	$1.24B	+$61.9M	64	5.4%	Increased
194	MN Services Vermogensbeheer The Hague, Netherlands	$1.22B	+$1.35B	19	9.47%	New
195	Congress Asset Management Boston, Massachusetts	$1.21B	-$60.5M	22	10.12%	Reduced
196	Mitsubishi UFJ Asset Management Tokyo, Japan	$1.21B	+$92.2M	38	6.58%	Increased
197	AKO Capital London, United Kingdom	$1.21B	-$11.4M	1	13.6%	Reduced
198	Thornburg Investment Management Santa Fe, New Mexico	$1.21B	+$28.4M	17	13.88%	Increased
199	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$1.16B	+$563K	37	7.1%	Increased
200	Acadian Asset Management Boston, Massachusetts	$1.15B	-$219M	61	4.32%	Reduced