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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	Zurich Cantonal Bank Zurich, Switzerland	$1.74B	+$43.6M	83	7.67%	Increased
177	Two Sigma Advisers New York	$1.72B	+$239M	71	4.37%	Increased
178	EARNEST Partners Atlanta, Georgia	$1.71B	-$36.8M	41	9.53%	Reduced
179	M&G Investment Management London, United Kingdom	$1.7B	-$164M	19	6.81%	Reduced
180	STRS Ohio Columbus, Ohio	$1.67B	-$59.5M	60	7.03%	Reduced
181	HighTower Advisors Chicago, Illinois	$1.66B	+$12.1M	70	3.27%	Increased
182	Epoch Investment Partners New York	$1.62B	-$206M	23	9.4%	Reduced
183	Fayez Sarofim & Co Houston, Texas	$1.58B	-$9.86M	11	5.53%	Reduced
184	Robeco Schweiz Zurich, Switzerland	$1.56B	+$43.4M	23	23.18%	Increased
185	Eagle Asset Management St Petersburg, Florida	$1.52B	-$174M	31	8.46%	Reduced
186	Panagora Asset Management Boston, Massachusetts	$1.52B	+$8.77M	42	8.94%	Increased
187	Mariner Overland Park, Kansas	$1.52B	+$17.6M	67	4.05%	Increased
188	Retirement Systems of Alabama Montgomery, Alabama	$1.5B	-$162M	40	6.69%	Reduced
189	DACG Donor Advised Charitable Giving San Francisco, California	$1.49B	+$230K	1	96.43%	Increased
190	DnB Asset Management Oslo, Norway	$1.48B	+$223M	28	8.49%	Increased
191	Fifth Third Bancorp Cincinnati, Ohio	$1.47B	+$15.4M	76	6.5%	Increased
192	ING Group Amsterdam, Netherlands	$1.47B	+$346M	27	11.16%	Increased
193	Public Employees Retirement Association of Colorado Denver, Colorado	$1.47B	-$377M	64	6.99%	Reduced
194	Vontobel Holding Zurich, Switzerland	$1.46B	-$95.8M	38	12.79%	Reduced
195	Treasurer of the State of North Carolina Raleigh, North Carolina	$1.44B	+$9.61M	37	7.56%	Increased
196	Asset Management One Tokyo, Japan	$1.44B	+$21.9M	37	6.08%	Increased
197	Osaic Holdings Scottsdale, Arizona	$1.43B	-$31.5M	122	2.57%	Reduced
198	London Company of Virginia Richmond, Virginia	$1.43B	-$47.8M	7	8.08%	Reduced
199	Handelsbanken Fonder Stockholm, Sweden	$1.42B	+$13.2M	62	7.62%	Increased
200	State of Tennessee, Department of Treasury Nashville, Tennessee	$1.42B	-$56.7M	66	5.93%	Reduced