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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	Natixis Paris, France	$1.56B	-$112M	41	5.39%	Reduced
177	Vontobel Holding Zurich, Switzerland	$1.56B	+$40.7M	37	13.72%	Increased
178	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$1.54B	+$160M	23	7.62%	Increased
179	Raymond James Financial Services Advisors St. Petersburg, Florida	$1.51B	+$61.3M	63	3.06%	Increased
180	WI Winder Investment Singapore	$1.48B	+$32M	1	27.91%	Increased
181	MN Services Vermogensbeheer The Hague, Netherlands	$1.46B	+$46.3M	19	9.02%	Increased
182	Retirement Systems of Alabama Montgomery, Alabama	$1.43B	+$18.9M	38	5.37%	Increased
183	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$1.42B	$0	4	16.15%	Maintained
184	Jane Street New York	$1.4B	-$1.33B	91	0.49%	Reduced
185	M&G Investment Management London, United Kingdom	$1.39B	+$51.9M	39	3.32%	Increased
186	Altshuler Shaham Tel Aviv, Israel	$1.39B	-$233M	22	10.2%	Reduced
187	Ruane, Cunniff & Goldfarb New York	$1.36B	+$135M	2	12.23%	Increased
188	Storebrand Asset Management Lysaker, Norway	$1.35B	-$21.8M	29	6.63%	Reduced
189	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$1.33B	+$233M	34	7.31%	Increased
190	Marshall Wace North America New York	$1.32B	+$491M	43	5.61%	Increased
191	Aviva London, United Kingdom	$1.31B	+$23M	38	5.83%	Increased
192	Mitsubishi UFJ Asset Management Tokyo, Japan	$1.3B	+$112M	38	6.4%	Increased
193	Nomura Asset Management Tokyo, Japan	$1.29B	+$59.4M	30	7.3%	Increased
194	CA Capitolis Advisors New York	$1.28B	+$749M	23	11.68%	Increased
195	Panagora Asset Management Boston, Massachusetts	$1.28B	-$20M	53	6.85%	Reduced
196	Bank Julius Baer & Co Zurich, Switzerland	$1.24B	+$101M	32	7.68%	Increased
197	Public Employees Retirement Association of Colorado Denver, Colorado	$1.24B	+$4.52M	65	5.44%	Increased
198	Asset Management One Tokyo, Japan	$1.23B	-$20.7M	39	4.73%	Reduced
199	HighTower Advisors Chicago, Illinois	$1.23B	+$127M	58	3.28%	Increased
200	Congress Asset Management Boston, Massachusetts	$1.18B	-$48.7M	22	9.23%	Reduced