← 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
226	Janney Montgomery Scott Philadelphia, Pennsylvania	$1.55B	-$16.5M	68	4.6%	Reduced
227	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$1.54B	+$147M	5	8.83%	Increased
228	Jacobs Levy Equity Management Florham Park, New Jersey	$1.54B	+$39.5M	22	6.89%	Increased
229	Pacer Advisors Malvern, Pennsylvania	$1.52B	-$205M	60	3.49%	Reduced
230	Wealth Enhancement Advisory Services Plymouth, Minnesota	$1.51B	-$8.94M	54	3.9%	Reduced
231	Nisa Investment Advisors St. Louis, Missouri	$1.51B	+$2.15M	81	9.79%	Increased
232	London Company of Virginia Richmond, Virginia	$1.48B	+$121M	7	7.77%	Increased
233	Comgest Global Investors Paris, France	$1.46B	-$56.8M	5	20.28%	Reduced
234	Nissay Asset Management Tokyo, Japan	$1.43B	+$279M	39	9.91%	Increased
235	MetLife Investment Management Whippany, New Jersey	$1.43B	-$39.7M	80	9.6%	Reduced
236	Appaloosa LP Short Hills, New Jersey	$1.43B	-$361M	8	21.13%	Reduced
237	M&G plc London, United Kingdom	$1.41B	+$1.33B	21	5.32%	New
238	Holocene Advisors New York	$1.4B	-$3.5M	35	5.14%	Reduced
239	PineBridge Investments New York	$1.4B	+$105M	25	11.14%	Increased
240	Westfield Capital Management Boston, Massachusetts	$1.38B	-$72.6M	21	7.25%	Reduced
241	Brown Brothers Harriman & Co New York	$1.35B	-$16.1M	41	10.39%	Reduced
242	M&T Bank Buffalo, New York	$1.35B	-$69.9M	53	4.7%	Reduced
243	Mercer Global Advisors Denver, Colorado	$1.35B	+$17.1M	47	3.84%	Increased
244	Första AP-fonden Stockholm, Sweden	$1.35B	+$82.5M	27	11.42%	Increased
245	Aspex Management (HK) Central, Hong Kong	$1.35B	-$402M	6	36.04%	Reduced
246	Lone Pine Capital Greenwich, Connecticut	$1.32B	-$39.3M	2	10.41%	Reduced
247	Voloridge Investment Management Jupiter, Florida	$1.31B	-$5.43M	43	4.8%	Reduced
248	Saturna Capital Bellingham, Washington	$1.3B	+$130M	19	18.01%	Increased
249	Squarepoint New York	$1.3B	-$590M	72	2.24%	Reduced
250	National Philanthropic Trust Jenkintown, Pennsylvania	$1.3B	-$6.64M	8	28.29%	Reduced