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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
1	Vanguard Group Malvern, Pennsylvania	$29.6B	+$29.2B	79	3.11%	New
2	State Street Boston, Massachusetts	$24.2B	+$24B	78	3.16%	New
3	BNP Paribas Financial Markets Paris, France	$19B	+$3.72B	58	13.43%	New
4	BlackRock Institutional Trust San Francisco, California	$14.8B	+$14.6B	82	2.98%	New
5	Fidelity Investments Boston, Massachusetts	$12.3B	+$12B	60	2.01%	New
6	JP Morgan Chase New York	$11.5B	+$11.3B	72	3.66%	New
7	Bank of New York Mellon New York	$11.3B	+$11.3B	79	3.57%	New
8	T. Rowe Price Associates Baltimore, Maryland	$10.5B	+$10.4B	63	2.79%	New
9	Wellington Management Group Boston, Massachusetts	$10.2B	+$9.92B	39	3.33%	New
10	Northern Trust Chicago, Illinois	$8.28B	+$8.22B	81	3%	New
11	Invesco Atlanta, Georgia	$8.24B	+$8.17B	78	3.84%	New
12	Capital World Investors Los Angeles, California	$7.91B	+$7.95B	7	2.56%	New
13	BlackRock Fund Advisors San Francisco, California	$7.29B	+$7.19B	81	2.68%	New
14	Primecap Management Pasadena, California	$6.55B	+$6.4B	17	9.37%	New
15	Wells Fargo San Francisco, California	$5.59B	+$5.59B	83	2.89%	New
16	Ameriprise Minneapolis, Minnesota	$5.48B	+$5.43B	81	3.8%	New
17	Massachusetts Financial Services Boston, Massachusetts	$5.43B	+$5.4B	22	3.67%	New
18	Capital Research Global Investors Los Angeles, California	$5.37B	+$5.4B	13	2.28%	New
19	Goldman Sachs New York	$4.68B	+$4.65B	72	1.81%	New
20	Bank of America Charlotte, North Carolina	$4.6B	+$4.54B	95	1.93%	New
21	Norges Bank Oslo, Norway	$4.59B	+$4.52B	55	2.85%	New
22	BlackRock Group London, United Kingdom	$4.03B	+$4.01B	63	3.06%	New
23	State Farm Mutual Automobile Insurance Bloomington, Illinois	$3.96B	+$3.92B	9	7.19%	New
24	Harris Associates Chicago, Illinois	$3.64B	+$3.59B	5	7.65%	New
25	Franklin Resources San Mateo, California	$3.59B	+$3.56B	28	2.05%	New