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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	State of Tennessee, Department of Treasury Nashville, Tennessee	$3.17B	-$12.3M	69	10.56%	Reduced
202	First Manhattan New York	$3.17B	+$308M	29	8.37%	Increased
203	Panagora Asset Management Boston, Massachusetts	$3.15B	+$107M	43	12.7%	Increased
204	Two Sigma Investments New York	$3.15B	+$788M	86	4.69%	Increased
205	Impax Asset Management Group London, United Kingdom	$3.1B	-$436M	21	18.11%	Reduced
206	CIBC Bancorp USA Chicago, Illinois	$3.06B	+$2.86B	50	16.71%	New
207	Qube Research & Technologies (QRT) London, United Kingdom	$3.05B	+$1.09B	45	3.15%	Increased
208	State of New Jersey Common Pension Fund D Trenton, New Jersey	$3.05B	+$99.6M	53	11.21%	Increased
209	Candriam SCA Strassen, Luxembourg, Luxembourg	$3.04B	-$171M	30	15.93%	Reduced
210	State of Michigan Retirement System Lansing, Michigan	$3.03B	-$37.7M	40	14.56%	Reduced
211	Westfield Capital Management Boston, Massachusetts	$2.93B	+$53.4M	19	12.27%	Increased
212	Lansforsakringar Fondforvaltning Stockholm, Sweden	$2.92B	+$63.4M	24	15.11%	Increased
213	Baird Financial Group Milwaukee, Wisconsin	$2.91B	-$39.5M	52	4.68%	Reduced
214	Eagle Capital Management (New York) New York	$2.9B	+$251M	2	9.24%	Increased
215	Wealth Enhancement Advisory Services Plymouth, Minnesota	$2.9B	-$37.1M	80	4.39%	Reduced
216	Swiss Life Asset Management Zurich,	$2.89B	+$170M	45	15.03%	Increased
217	CI Investments Inc Toronto, Ontario, Canada	$2.85B	-$254M	45	10.35%	Reduced
218	Resona Asset Management Koto-Ku,tokyo, Japan	$2.85B	-$149M	27	13.49%	Reduced
219	Nomura Holdings Tokyo, Japan	$2.82B	+$1.07B	43	4.37%	Increased
220	Harding Loevner Bridgewater, New Jersey	$2.82B	-$433M	7	20.67%	Reduced
221	Pacer Advisors Malvern, Pennsylvania	$2.81B	+$466M	57	7.07%	Increased
222	Viking Global Investors Stamford, Connecticut	$2.78B	-$374M	3	7.22%	Reduced
223	Natixis Paris, France	$2.77B	-$1.3B	40	12.85%	Reduced
224	AMF Tjänstepension Stockholm, Sweden	$2.71B	+$15.4M	7	17.19%	Increased
225	Employees Provident Fund Board Shah Alam, Malaysia	$2.69B	-$259M	9	21.62%	Reduced