← 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	Winton Capital Management London, United Kingdom	$143M	+$141M	18	1.73%	New
352	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$142M	+$138M	6	2.55%	New
353	Hardman Johnston Global Advisors Stamford, Connecticut	$140M	+$137M	6	9.61%	New
354	DF Dent & Co Baltimore, Maryland	$140M	+$145M	3	3.99%	New
355	CAM Capstone Asset Management Houston, Texas	$140M	+$139M	58	3.68%	New
356	Placemark Investments Chicago, Illinois	$140M	+$140M	35	2.99%	New
357	DekaBank Deutsche Girozentrale Frankfurt, Germany	$138M	+$139M	22	2.71%	New
358	QS Batterymarch Financial Management New York	$138M	+$137M	29	2.65%	New
359	HA Heartland Advisors Milwaukee, Wisconsin	$138M	+$141M	5	2.55%	New
360	KI Kalmar Investments Greenville, Delaware	$138M	+$130M	7	2.71%	New
361	H Hexavest Montreal, Quebec, Canada	$137M	+$131M	8	2.33%	New
362	LM Lasry Marc	$137M	+$126M	1	16.77%	New
363	ACM Andor Capital Management Rye Brook, New York	$137M	+$119M	3	20.08%	New
364	Kayne Anderson Rudnick Investment Management Los Angeles, California	$136M	+$134M	7	2.75%	New
365	First Manhattan New York	$134M	+$126M	22	0.92%	New
366	Letko, Brosseau & Associates Montreal, Quebec, Canada	$134M	+$129M	2	1.25%	New
367	VDBMI Van Den Berg Management I Austin, Texas	$133M	+$132M	8	11.32%	New
368	Employees Provident Fund Board Shah Alam, Malaysia	$133M	+$133M	2	5.33%	New
369	YCMGA York Capital Management Global Advisors New York	$133M	+$122M	3	2.77%	New
370	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$132M	+$130M	5	17.52%	New
371	RCM Riverhead Capital Management Wilmington, Delaware	$132M	+$131M	16	4.37%	New
372	Aperio Group Sausalito, California	$131M	+$130M	33	3.11%	New
373	ExxonMobil Investment Management Irving, Texas	$130M	+$130M	16	3.26%	New
374	EC Eminence Capital New York	$130M	+$136M	1	3.19%	New
375	1919 Investment Counsel Baltimore, Maryland	$129M	+$130M	16	3.02%	New