← All themes

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	Retirement Systems of Alabama Montgomery, Alabama	$1.61B	-$71.9M	42	6.84%	Reduced
202	Commonwealth Equity Services Waltham, Massachusetts	$1.61B	+$31.8M	78	2.94%	Increased
203	Natixis Paris, France	$1.58B	+$91.9M	43	11.48%	Increased
204	Baird Financial Group Milwaukee, Wisconsin	$1.57B	+$141M	51	3.58%	Increased
205	Pacer Advisors Malvern, Pennsylvania	$1.57B	+$689M	60	4.44%	Increased
206	Acadian Asset Management Boston, Massachusetts	$1.52B	-$14.8M	55	5.88%	Reduced
207	Aspex Management (HK) Central, Hong Kong	$1.5B	+$65.8M	6	44.09%	Increased
208	Menora Mivtachim Holdings Ramat Gan, Israel	$1.5B	+$75M	10	12.6%	Increased
209	Guggenheim Capital Chicago, Illinois	$1.5B	+$25.4M	64	11.3%	Increased
210	Federated Hermes Pittsburgh, Pennsylvania	$1.49B	+$157M	67	3.69%	Increased
211	Panagora Asset Management Boston, Massachusetts	$1.48B	-$89.3M	43	8.28%	Reduced
212	Eagle Asset Management St Petersburg, Florida	$1.48B	-$158M	30	7.92%	Reduced
213	AIG American International Group New York	$1.44B	+$25.6M	82	5.92%	Increased
214	1832 Asset Management Toronto, Ontario, Canada	$1.42B	+$357M	28	2.05%	Increased
215	Robeco Schweiz Zurich, Switzerland	$1.38B	-$149M	24	23.13%	Reduced
216	Appaloosa LP Short Hills, New Jersey	$1.37B	-$307M	8	23.69%	Reduced
217	Alphinity Investment Management Sydney, Australia	$1.37B	-$86.4M	3	13.87%	Reduced
218	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$1.36B	+$355M	4	8.47%	Increased
219	AMF Tjänstepension Stockholm, Sweden	$1.35B	-$8.19M	16	11.54%	Reduced
220	Tiger Global Management New York	$1.34B	+$223M	5	9.52%	Increased
221	Comgest Global Investors Paris, France	$1.33B	-$10.4M	5	19.98%	Reduced
222	State of Michigan Retirement System Lansing, Michigan	$1.33B	+$22.3M	42	7.9%	Increased
223	London Company of Virginia Richmond, Virginia	$1.33B	-$47M	7	7.46%	Reduced
224	Michael & Susan Dell Foundation New York	$1.32B	+$1.12B	1	69.3%	New
225	Select Equity Group New York	$1.31B	-$61M	13	4.68%	Reduced