← 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
351	Wealthfront Advisers Palo Alto, California	$2.37B	+$113M	45	4.56%	Increased
352	PineBridge Investments New York	$2.31B	-$216M	42	19.06%	Reduced
353	AEGON Asset Management (UK) Edinburgh, United Kingdom	$2.3B	+$82.5M	13	24.57%	Increased
354	Weiss Asset Management Boston, Massachusetts	$2.3B	+$615M	35	24.14%	Increased
355	First Eagle Investment Management New York	$2.29B	-$1.05B	24	3.78%	Reduced
356	SRS Investment Management New York	$2.28B	+$5.9M	6	21.05%	Increased
357	Varma Mutual Pension Insurance Co Helsinki, Finland	$2.27B	+$31.6M	26	12.05%	Increased
358	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$2.26B	+$41.1M	35	15.58%	Increased
359	Optiver Holding Amsterdam, Netherlands	$2.25B	+$541M	62	0.61%	Increased
360	Gateway Investment Advisers Cincinnati, Ohio	$2.25B	-$56.9M	39	22.18%	Reduced
361	Capstone Investment Advisors New York	$2.24B	+$719M	38	4.15%	Increased
362	Polen Capital Management Boca Raton, Florida	$2.24B	-$537M	25	19.26%	Reduced
363	IMC Chicago Chicago, Illinois	$2.22B	-$80.2M	75	0.53%	Reduced
364	&Partners Nashville, Tennessee	$2.22B	+$164M	75	9.09%	Increased
365	Raiffeisen Bank International Vienna, Austria	$2.2B	-$180M	41	25.81%	Reduced
366	London Company of Virginia Richmond, Virginia	$2.19B	-$239M	8	12.51%	Reduced
367	Vident Advisory Alpharetta, Georgia	$2.19B	-$398M	88	15.8%	Reduced
368	Voloridge Investment Management Jupiter, Florida	$2.18B	-$316M	38	9.26%	Reduced
369	Police & Firemen's Retirement System of New Jersey Trenton, New Jersey	$2.17B	-$142M	95	16.27%	Reduced
370	OCMI Oaktop Capital Management II Chatham, New Jersey	$2.17B	-$67.8M	7	92.25%	Reduced
371	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$2.14B	+$24.5M	14	16.36%	Increased
372	AE Wealth Management Topeka, Kansas	$2.14B	+$73.9M	56	9.96%	Increased
373	Mediolanum International Funds Dublin 1, Ireland	$2.12B	+$42.6M	27	18.14%	Increased
374	B. Metzler seel. Sohn & Co Frankfurt, Germany	$2.12B	-$36M	38	18.29%	Reduced
375	Harding Loevner Bridgewater, New Jersey	$2.09B	-$433M	7	19.68%	Reduced