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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	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$1.15B	+$2.49M	56	4.97%	Increased
177	Eagle Asset Management St Petersburg, Florida	$1.13B	+$33.2M	27	6.9%	Increased
178	Public Employees Retirement Association of Colorado Denver, Colorado	$1.11B	+$85.8M	65	6.06%	Increased
179	STRS Ohio Columbus, Ohio	$1.11B	-$122M	59	5.02%	Reduced
180	Flossbach Von Storch Cologne, Germany	$1.09B	-$16.5M	3	4.14%	Reduced
181	Newport Trust Company Washington, District of Columbia	$1.08B	-$35.1M	1	2.99%	Reduced
182	Aviva London, United Kingdom	$1.06B	+$70.6M	42	5.2%	Increased
183	Storebrand Asset Management Lysaker, Norway	$1.05B	-$7.71M	29	5.82%	Reduced
184	Vontobel Holding Zurich, Switzerland	$1.05B	-$23.6M	38	10.63%	Reduced
185	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$1.05B	+$481M	45	5.14%	Increased
186	Zurich Cantonal Bank Zurich, Switzerland	$1.03B	+$26.1M	81	5.5%	Increased
187	Brown Brothers Harriman & Co New York	$999M	+$27M	35	8.74%	Increased
188	Candriam SCA Strassen, Luxembourg, Luxembourg	$985M	-$47.2M	28	6.65%	Reduced
189	DnB Asset Management Oslo, Norway	$966M	+$175M	28	6.81%	Increased
190	Panagora Asset Management Boston, Massachusetts	$964M	+$67.3M	45	6.32%	Increased
191	National Bank of Canada Montreal, Quebec, Canada	$960M	+$367M	64	2.45%	Increased
192	VVP Vulcan Value Partners Birmingham, Alabama	$959M	-$393M	4	12.88%	Reduced
193	Natixis Paris, France	$950M	+$31.3M	37	5.33%	Increased
194	Bank of Nova Scotia Toronto, Ontario, Canada	$947M	+$75.8M	33	2.45%	Increased
195	Mariner Overland Park, Kansas	$943M	+$91.4M	64	3.03%	Increased
196	Corient Private Wealth Miami, Florida	$937M	+$924M	46	3.4%	New
197	Qube Research & Technologies (QRT) London, United Kingdom	$933M	-$310M	64	4.99%	Reduced
198	Fifth Third Bancorp Cincinnati, Ohio	$931M	-$17.4M	78	4.48%	Reduced
199	Thornburg Investment Management Santa Fe, New Mexico	$930M	-$41.4M	15	15.72%	Reduced
200	Congress Asset Management Boston, Massachusetts	$929M	-$3.68M	22	9.32%	Reduced