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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	Treasurer of the State of North Carolina Raleigh, North Carolina	$2.82B	+$23.7M	41	11.97%	Increased
177	ING Group Amsterdam, Netherlands	$2.82B	+$257M	30	16.72%	Increased
178	CI Investments Inc Toronto, Ontario, Canada	$2.81B	-$393M	48	11.08%	Reduced
179	Renaissance Technologies New York	$2.81B	+$607M	62	4.77%	Increased
180	STRS Ohio Columbus, Ohio	$2.81B	-$37.1M	62	11.1%	Reduced
181	Fifth Third Bancorp Cincinnati, Ohio	$2.77B	-$28.7M	73	10.56%	Reduced
182	Harding Loevner Bridgewater, New Jersey	$2.77B	+$376M	7	15.28%	Increased
183	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$2.74B	-$61.1M	27	9.24%	Reduced
184	Rockefeller Capital Management New York	$2.59B	-$50.2M	34	7.37%	Reduced
185	Retirement Systems of Alabama Montgomery, Alabama	$2.53B	-$61.7M	42	9.8%	Reduced
186	Asset Management One Tokyo, Japan	$2.53B	-$53.5M	37	9.69%	Reduced
187	Credit Agricole Montrouge Cedex, France	$2.51B	+$1.57B	46	13.51%	Increased
188	State of Tennessee, Department of Treasury Nashville, Tennessee	$2.49B	-$67.6M	68	9.16%	Reduced
189	Fayez Sarofim & Co Houston, Texas	$2.47B	+$261M	16	6.67%	Increased
190	DnB Asset Management Oslo, Norway	$2.46B	-$256M	30	11.76%	Reduced
191	Axiom Investors Greenwich, Connecticut	$2.46B	-$457M	10	21.42%	Reduced
192	State of New Jersey Common Pension Fund D Trenton, New Jersey	$2.43B	-$1.25B	57	10.62%	Reduced
193	Panagora Asset Management Boston, Massachusetts	$2.38B	+$25.1M	39	11.96%	Increased
194	Point72 Asset Management Stamford, Connecticut	$2.37B	-$441M	33	6.19%	Reduced
195	Menora Mivtachim Holdings Ramat Gan, Israel	$2.34B	-$15.8M	9	15.89%	Reduced
196	Baird Financial Group Milwaukee, Wisconsin	$2.3B	+$81M	52	4.77%	Increased
197	Candriam SCA Strassen, Luxembourg, Luxembourg	$2.25B	+$38.2M	25	13.61%	Increased
198	1832 Asset Management Toronto, Ontario, Canada	$2.24B	-$88.7M	34	1.82%	Reduced
199	WPL Winder Pte Ltd Singapore	$2.23B	$0	1	43.63%	Maintained
200	Westfield Capital Management Boston, Massachusetts	$2.21B	+$476M	24	10.86%	Increased