← 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
251	MAMU Marathon Asset Management (UK) London, United Kingdom	$459M	-$4.38M	6	7.09%	Reduced
252	Polar Capital London, United Kingdom	$453M	+$65.9M	15	4.56%	Increased
253	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$450M	-$105M	10	9.19%	Reduced
254	Oregon Public Employees Retirement Fund Tigard, Oregon	$450M	+$2.86M	30	6.8%	Increased
255	Congress Asset Management Boston, Massachusetts	$449M	+$132M	17	6.32%	Increased
256	BNP Paribas Asset Management Paris, France	$447M	+$42.7M	29	3.77%	Increased
257	Axiom Investors Greenwich, Connecticut	$443M	+$5.59M	7	10.88%	Increased
258	Nisa Investment Advisors St. Louis, Missouri	$439M	+$3.15M	52	4.58%	Increased
259	Maverick Capital Dallas, Texas	$438M	+$271M	12	5.66%	Increased
260	Saturna Capital Bellingham, Washington	$438M	-$3.96M	11	13.94%	Reduced
261	Whale Rock Capital Management Boston, Massachusetts	$436M	-$45.7M	6	14.82%	Reduced
262	Orbis Allan Gray Hamilton, Bermuda	$431M	+$114M	3	2.46%	Increased
263	Silvercrest Asset Management New York	$430M	-$52.2M	17	4.19%	Reduced
264	Arizona State Retirement System Phoenix, Arizona	$428M	-$1.27M	55	4.32%	Reduced
265	SSM Sound Shore Management Greenwich, Connecticut	$428M	-$88.6M	3	6.93%	Reduced
266	Zurich Cantonal Bank Zurich, Switzerland	$426M	-$12.7M	71	3.87%	Reduced
267	DnB Asset Management Oslo, Norway	$425M	-$78.8M	26	5.12%	Reduced
268	PIM Platinum Investment Management Sydney Australia 2000, Australia	$422M	+$180M	8	11.75%	Increased
269	AGF Investments Inc Toronto, Ontario, Canada	$411M	-$86.5M	12	4.46%	Reduced
270	Jane Street New York	$410M	+$17.8M	54	1.06%	Increased
271	SIG Senator Investment Group New York	$404M	-$123M	1	4.8%	Reduced
272	CAM Contour Asset Management New York	$401M	+$82.2M	5	20.63%	Increased
273	Rothschild & Co Asset Management US Stamford, Connecticut	$399M	+$65.2M	18	4.44%	Increased
274	IIM Ivory Investment Management New York	$398M	+$29M	8	24.06%	Increased
275	Nuveen Charlotte, North Carolina	$396M	-$55.3M	36	2.58%	Reduced