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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	Davis Selected Advisers Tucson, Arizona	$1.71B	-$98.2M	4	10.72%	Reduced
177	CI Investments Inc Toronto, Ontario, Canada	$1.71B	+$18.2M	47	9.54%	Increased
178	STRS Ohio Columbus, Ohio	$1.68B	+$60.8M	59	7.48%	Increased
179	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$1.65B	-$136M	57	7.37%	Reduced
180	EARNEST Partners Atlanta, Georgia	$1.61B	+$47.9M	42	9.31%	Increased
181	DACG Donor Advised Charitable Giving San Francisco, California	$1.58B	+$49M	1	96.83%	Increased
182	Fayez Sarofim & Co Houston, Texas	$1.57B	+$170M	14	5.31%	Increased
183	LSV Asset Management Chicago, Illinois	$1.54B	-$186M	24	3.58%	Reduced
184	Holocene Advisors New York	$1.54B	-$139M	33	6.74%	Reduced
185	Orbis Allan Gray Hamilton, Bermuda	$1.53B	+$219M	5	11.01%	Increased
186	Mariner Overland Park, Kansas	$1.53B	+$70.4M	68	4.09%	Increased
187	DnB Asset Management Oslo, Norway	$1.51B	+$79.5M	28	9.01%	Increased
188	ING Group Amsterdam, Netherlands	$1.5B	+$64.3M	28	13.25%	Increased
189	Handelsbanken Fonder Stockholm, Sweden	$1.48B	+$104M	63	8.29%	Increased
190	M&G Investment Management London, United Kingdom	$1.47B	-$160M	19	6.57%	Reduced
191	Fifth Third Bancorp Cincinnati, Ohio	$1.47B	+$29.4M	76	6.81%	Increased
192	Epoch Investment Partners New York	$1.46B	-$72.6M	24	9.3%	Reduced
193	Treasurer of the State of North Carolina Raleigh, North Carolina	$1.43B	+$24M	37	7.73%	Increased
194	Retirement Systems of Alabama Montgomery, Alabama	$1.42B	-$19.8M	40	6.64%	Reduced
195	Eagle Asset Management St Petersburg, Florida	$1.4B	-$618K	31	8.31%	Reduced
196	Robeco Schweiz Zurich, Switzerland	$1.4B	-$16.1M	24	23.59%	Reduced
197	State of Tennessee, Department of Treasury Nashville, Tennessee	$1.39B	+$15.5M	66	5.62%	Increased
198	Asset Management One Tokyo, Japan	$1.39B	-$9.93M	37	6.19%	Reduced
199	Public Employees Retirement Association of Colorado Denver, Colorado	$1.36B	-$54.5M	64	6.97%	Reduced
200	Appaloosa LP Short Hills, New Jersey	$1.35B	-$473M	8	26.66%	Reduced