← 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	MCM Mason Capital Management New York	$288M	+$68.4M	1	4.83%	Increased
277	Perkins Investment Management Chicago, Illinois	$287M	-$21.5M	6	2.88%	Reduced
278	TimesSquare Capital Management New York	$283M	+$51.1M	5	1.53%	Increased
279	CCMH Cornerstone Capital Management Holdings New York	$283M	+$17.1M	46	2.65%	Increased
280	Sterling Capital Management Charlotte, North Carolina	$281M	+$15.3M	22	2.52%	Increased
281	Appaloosa Management Miami Beach, Florida	$280M	+$59.9M	2	4.91%	Increased
282	Zurich Cantonal Bank Zurich, Switzerland	$279M	+$181M	55	3.87%	Increased
283	Silvercrest Asset Management New York	$279M	-$5.68M	12	3.96%	Reduced
284	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$278M	+$7.71M	36	2.06%	Increased
285	Riverbridge Partners Minneapolis, Minnesota	$274M	-$11.4M	7	4.94%	Reduced
286	RCM Riverhead Capital Management Wilmington, Delaware	$274M	+$28.6M	22	4.13%	Increased
287	Factory Mutual Insurance Waltham, Massachusetts	$273M	+$49.6M	8	3.59%	Increased
288	Wasatch Advisors Salt Lake City, Utah	$271M	+$60.1M	10	2.81%	Increased
289	Tocqueville Asset Management New York	$269M	-$24.3M	21	3.16%	Reduced
290	Foresters Investment Management New York	$269M	+$8.58M	10	5.2%	Increased
291	Gabelli Funds Rye, New York	$267M	-$11.4M	15	1.36%	Reduced
292	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$266M	-$44.5M	3	5.32%	Reduced
293	Causeway Capital Management Los Angeles, California	$265M	+$31M	4	6.93%	Increased
294	TCP Tourbillon Capital Partners New York	$264M	+$136M	3	6.81%	Increased
295	Virginia Retirement Systems Richmond, Virginia	$263M	+$30.9M	26	3.97%	Increased
296	GA Greenhaven Associates Purchase, New York	$262M	-$104M	1	4.72%	Reduced
297	GAMCO Investors Greenwich, Connecticut	$261M	+$405K	11	1.37%	Increased
298	Marshall Wace London, United Kingdom	$259M	+$12M	25	3.38%	Increased
299	AMF Tjänstepension Stockholm, Sweden	$259M	-$13.5M	8	3.25%	Reduced
300	VVP Vulcan Value Partners Birmingham, Alabama	$257M	+$261M	1	2.56%	Increased