← All themes

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	1832 Asset Management Toronto, Ontario, Canada	$1.55B	-$824M	29	2.2%	Reduced
177	Fayez Sarofim & Co Houston, Texas	$1.53B	+$3.46M	14	4.84%	Increased
178	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$1.49B	-$106M	25	7.17%	Reduced
179	HighTower Advisors Chicago, Illinois	$1.48B	-$5.86M	62	3.3%	Reduced
180	Natixis Paris, France	$1.47B	-$340M	39	5.14%	Reduced
181	Bahl & Gaynor Cincinnati, Ohio	$1.46B	-$390M	23	10.75%	Reduced
182	Nomura Asset Management Tokyo, Japan	$1.46B	-$27.7M	41	7.95%	Reduced
183	MN Services Vermogensbeheer The Hague, Netherlands	$1.45B	-$95.3M	17	9.64%	Reduced
184	Newport Trust Company Washington, District of Columbia	$1.45B	-$29.6M	1	4.05%	Reduced
185	Bank Julius Baer & Co Zurich, Switzerland	$1.43B	-$28.3M	23	8.53%	Reduced
186	AGF Investments Inc Toronto, Ontario, Canada	$1.42B	+$82.8M	20	10.66%	Increased
187	London Company of Virginia Richmond, Virginia	$1.42B	-$211M	8	7.51%	Reduced
188	Storebrand Asset Management Lysaker, Norway	$1.42B	-$33.9M	29	6.7%	Reduced
189	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$1.41B	-$693M	56	4.88%	Reduced
190	Flossbach Von Storch Cologne, Germany	$1.4B	+$19.5M	3	3.9%	Increased
191	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$1.36B	+$23.3M	36	7.99%	Increased
192	Holocene Advisors New York	$1.31B	-$425M	27	6.83%	Reduced
193	Thornburg Investment Management Santa Fe, New Mexico	$1.31B	+$15.2M	15	17.17%	Increased
194	Ruane, Cunniff & Goldfarb New York	$1.31B	-$28.3M	2	12.89%	Reduced
195	Panagora Asset Management Boston, Massachusetts	$1.3B	+$40.7M	53	7.06%	Increased
196	Asset Management One Tokyo, Japan	$1.29B	-$71.9M	38	5.03%	Reduced
197	M&G Investment Management London, United Kingdom	$1.29B	+$301M	22	2.51%	Increased
198	Two Sigma Investments New York	$1.28B	-$406M	57	3.79%	Reduced
199	Fifth Third Bancorp Cincinnati, Ohio	$1.27B	+$31.6M	71	5.19%	Increased
200	Public Employees Retirement Association of Colorado Denver, Colorado	$1.27B	-$55.1M	64	5.74%	Reduced