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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
201	Rockefeller Capital Management New York	$1.34B	+$37.5M	36	5.16%	Increased
202	Vontobel Holding Zurich, Switzerland	$1.33B	-$50.6M	43	12.31%	Reduced
203	Panagora Asset Management Boston, Massachusetts	$1.33B	-$160M	41	8.26%	Reduced
204	Acadian Asset Management Boston, Massachusetts	$1.32B	-$88.4M	54	5.55%	Reduced
205	Commonwealth Equity Services Waltham, Massachusetts	$1.32B	+$13M	80	2.73%	Increased
206	Alphinity Investment Management Sydney, Australia	$1.3B	+$326M	4	20.85%	Increased
207	London Company of Virginia Richmond, Virginia	$1.26B	-$23M	7	7.54%	Reduced
208	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$1.25B	+$72.6M	40	8.17%	Increased
209	Axiom Investors Greenwich, Connecticut	$1.24B	+$207M	10	17.9%	Increased
210	Natixis Paris, France	$1.23B	+$381M	33	9.41%	Increased
211	Guggenheim Capital Chicago, Illinois	$1.22B	-$60.2M	62	10.49%	Reduced
212	Voloridge Investment Management Jupiter, Florida	$1.21B	+$38.6M	53	5.99%	Increased
213	Menora Mivtachim Holdings Ramat Gan, Israel	$1.2B	-$371K	10	10.89%	Reduced
214	Comgest Global Investors Paris, France	$1.19B	+$24.7M	5	20.39%	Increased
215	AIG American International Group New York	$1.19B	-$27.4M	82	7.69%	Reduced
216	Baird Financial Group Milwaukee, Wisconsin	$1.18B	+$19.5M	50	3.23%	Increased
217	AMF Tjänstepension Stockholm, Sweden	$1.15B	+$68.2M	16	11.21%	Increased
218	Aspex Management (HK) Central, Hong Kong	$1.13B	+$115M	5	34.82%	Increased
219	Select Equity Group New York	$1.1B	+$48.7M	16	4.52%	Increased
220	Federated Hermes Pittsburgh, Pennsylvania	$1.1B	+$16.7M	71	2.93%	Increased
221	Brown Brothers Harriman & Co New York	$1.09B	-$11.7M	36	9.67%	Reduced
222	State of Michigan Retirement System Lansing, Michigan	$1.08B	-$11.9M	41	7.01%	Reduced
223	MN Services Vermogensbeheer The Hague, Netherlands	$1.08B	+$18.1M	22	10.4%	Increased
224	AGF Management Toronto, Ontario, Canada	$1.06B	+$316M	25	7.55%	Increased
225	Congress Asset Management Boston, Massachusetts	$1.04B	-$58.7M	24	9.24%	Reduced