← 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
276	Natixis Paris, France	$291M	-$11M	10	4.02%	Reduced
277	AMF Tjänstepension Stockholm, Sweden	$291M	+$274M	8	3.67%	New
278	Perkins Investment Management Chicago, Illinois	$288M	-$23.7M	5	2.7%	Reduced
279	Brandes Investment Partners La Jolla, California	$285M	+$9.35M	3	4.02%	Increased
280	Riverbridge Partners Minneapolis, Minnesota	$283M	+$1.77M	7	5.25%	Increased
281	Kornitzer Capital Management Shawnee Mission, Kansas	$282M	-$13.1M	11	3.29%	Reduced
282	CCMH Cornerstone Capital Management Holdings New York	$280M	-$24.9M	40	2.88%	Reduced
283	Silvercrest Asset Management New York	$279M	+$756K	13	4.04%	Increased
284	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$277M	-$20M	36	1.8%	Reduced
285	RCM Roystone Capital Management New York	$274M	+$5.16M	3	10.87%	Increased
286	London Company of Virginia Richmond, Virginia	$273M	+$28.9M	2	2.87%	Increased
287	Lyrical Asset Management New York	$272M	+$40.8M	2	8.25%	Increased
288	SP Summit Partners Boston, Massachusetts	$265M	+$108K	1	85.28%	Increased
289	Sterling Capital Management Charlotte, North Carolina	$261M	+$82.9M	21	2.28%	Increased
290	TSU TD Securities (USA) New York	$260M	+$17M	15	3.72%	Increased
291	ACM Atlanta Capital Management Atlanta, Georgia	$257M	-$19.8M	3	1.77%	Reduced
292	Gabelli Funds Rye, New York	$256M	-$8.2M	14	1.25%	Reduced
293	Marshall Wace London, United Kingdom	$255M	-$25.7M	21	3.37%	Reduced
294	Calamos Advisors Naperville, Illinois	$254M	-$79.8M	17	1.68%	Reduced
295	DekaBank Deutsche Girozentrale Frankfurt, Germany	$253M	+$10.4M	26	3.19%	Increased
296	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$253M	-$461K	3	9.43%	Reduced
297	Nisa Investment Advisors St. Louis, Missouri	$252M	-$4.03M	32	3.47%	Reduced
298	Cullen Capital Management New York	$252M	+$5.42M	5	6.84%	Increased
299	RCM Riverhead Capital Management Wilmington, Delaware	$250M	+$983K	22	3.79%	Increased
300	NA Navellier & Associates Reno, Nevada	$249M	-$46.7M	15	12.44%	Reduced