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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	Federated Hermes Pittsburgh, Pennsylvania	$1.2B	-$54.4M	69	3.27%	Reduced
177	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$1.2B	+$43.4M	58	5.08%	Increased
178	Flossbach Von Storch Cologne, Germany	$1.19B	-$17.4M	3	4%	Reduced
179	Fred Alger Management New York	$1.18B	-$685M	21	5.51%	Reduced
180	Balyasny Asset Management Chicago, Illinois	$1.14B	+$435M	46	3.73%	Increased
181	National Bank of Canada Montreal, Quebec, Canada	$1.14B	-$697M	62	5.18%	Reduced
182	Nomura Asset Management Tokyo, Japan	$1.14B	+$90.3M	40	7.09%	Increased
183	Baupost Group Boston, Massachusetts	$1.13B	-$331M	3	16.77%	Reduced
184	HighTower Advisors Chicago, Illinois	$1.11B	-$11.2M	57	2.87%	Reduced
185	KBC Group Brussels, Belgium	$1.11B	-$240M	56	5.53%	Reduced
186	Natixis Paris, France	$1.07B	-$25.4M	36	3.86%	Reduced
187	Storebrand Asset Management Lysaker, Norway	$1.05B	+$28.5M	29	5.97%	Increased
188	Congress Asset Management Boston, Massachusetts	$1.01B	+$120M	23	9.7%	Increased
189	Thornburg Investment Management Santa Fe, New Mexico	$1B	-$36.6M	15	15.33%	Reduced
190	Public Employees Retirement Association of Colorado Denver, Colorado	$985M	+$7.74M	65	5.4%	Increased
191	Bank Julius Baer & Co Zurich, Switzerland	$982M	-$61.1M	26	6.93%	Reduced
192	Zurich Cantonal Bank Zurich, Switzerland	$969M	+$85.1M	80	5.67%	Increased
193	AGF Investments Inc Toronto, Ontario, Canada	$962M	-$79.9M	18	8.55%	Reduced
194	Ruane, Cunniff & Goldfarb New York	$954M	-$32.4M	2	12.42%	Reduced
195	Aviva London, United Kingdom	$951M	+$61.5M	38	5.06%	Increased
196	Bank of Nova Scotia Toronto, Ontario, Canada	$949M	-$286M	35	2.27%	Reduced
197	MN Services Vermogensbeheer The Hague, Netherlands	$932M	-$153M	21	8.69%	Reduced
198	Asset Management One Tokyo, Japan	$930M	-$28.2M	37	4.37%	Reduced
199	Fifth Third Bancorp Cincinnati, Ohio	$928M	-$5.8M	71	4.49%	Reduced
200	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$924M	+$183M	6	20.82%	Increased