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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	Baird Financial Group Milwaukee, Wisconsin	$1.87B	-$61.1M	56	4.38%	Reduced
177	Mitsubishi UFJ Asset Management Tokyo, Japan	$1.86B	+$209M	39	7.39%	Increased
178	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$1.85B	-$75.7M	58	6.23%	Reduced
179	Two Sigma Advisers New York	$1.85B	-$572M	70	4.63%	Reduced
180	Retirement Systems of Alabama Montgomery, Alabama	$1.84B	+$61.2M	42	6.41%	Increased
181	Select Equity Group New York	$1.84B	-$184M	13	5.01%	Reduced
182	Vontobel Holding Zurich, Switzerland	$1.83B	+$15.1M	39	15.21%	Increased
183	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$1.8B	+$15.4M	24	8.65%	Increased
184	London Company of Virginia Richmond, Virginia	$1.78B	-$99.1M	8	8.96%	Reduced
185	Virginia Retirement Systems Richmond, Virginia	$1.77B	+$9.46M	41	12.09%	Increased
186	Newport Trust Company Washington, District of Columbia	$1.76B	-$64.7M	1	4.74%	Reduced
187	WI Winder Investment Singapore	$1.74B	$0	1	28.92%	Maintained
188	MN Services Vermogensbeheer The Hague, Netherlands	$1.74B	-$25.5M	18	10.17%	Reduced
189	Fayez Sarofim & Co Houston, Texas	$1.7B	-$29M	16	5.09%	Reduced
190	HighTower Advisors Chicago, Illinois	$1.68B	+$180M	67	3.68%	Increased
191	Nomura Asset Management Tokyo, Japan	$1.67B	+$53.2M	31	8.45%	Increased
192	Acadian Asset Management Boston, Massachusetts	$1.65B	+$210M	62	6.15%	Increased
193	Storebrand Asset Management Lysaker, Norway	$1.64B	-$52.8M	30	7.3%	Reduced
194	Flossbach Von Storch Cologne, Germany	$1.64B	-$43.2M	3	4.42%	Reduced
195	M&G Investment Management London, United Kingdom	$1.64B	-$504M	22	4.24%	Reduced
196	Bank Julius Baer & Co Zurich, Switzerland	$1.6B	+$78.5M	29	8.57%	Increased
197	Coatue Management New York	$1.58B	+$875M	5	7%	Increased
198	AGF Investments Inc Toronto, Ontario, Canada	$1.58B	+$95M	27	11.37%	Increased
199	Ruane, Cunniff & Goldfarb New York	$1.56B	-$31.2M	2	13.36%	Reduced
200	Asset Management One Tokyo, Japan	$1.55B	+$3.01M	40	5.4%	Increased