← 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
376	SAM Shell Asset Management The Hague, Netherlands	$129M	+$128M	18	2.45%	New
377	HighTower Advisors Chicago, Illinois	$128M	+$127M	21	3.47%	New
378	Castleark Management Chicago, Illinois	$126M	+$125M	6	4.18%	New
379	OAM Oxford Asset Management Oxford, United Kingdom	$126M	+$119M	32	3.4%	New
380	TGCM Tukman Grossman Capital Management Larkspur, California	$126M	+$125M	1	6.46%	New
381	Silvercrest Asset Management New York	$125M	+$125M	12	2.64%	New
382	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$125M	+$123M	3	4.18%	New
383	Todd Asset Management Louisville, Kentucky	$125M	+$124M	6	4.07%	New
384	SP Summit Partners Boston, Massachusetts	$124M	+$119M	1	14.37%	New
385	WAM World Asset Management Detroit, Michigan	$123M	+$122M	41	2.87%	New
386	KBC Group Brussels, Belgium	$123M	+$123M	31	2.29%	New
387	AC Alleghany Corporation New York	$123M	+$121M	4	7.22%	New
388	BCM Brown Capital Management Baltimore, Maryland	$121M	+$105M	3	2.58%	New
389	Los Angeles Capital Management Los Angeles, California	$120M	+$119M	26	1.7%	New
390	CAM ClariVest Asset Management San Diego, California	$120M	+$122M	15	5.37%	New
391	AT Alliance Trust Dundee, Scotland, United Kingdom	$120M	+$123M	2	7.24%	New
392	LCM Lakewood Capital Management New York	$120M	+$119M	3	8.15%	New
393	Mitsubishi UFJ Asset Management Tokyo, Japan	$119M	+$118M	26	3.4%	New
394	Foresters Investment Management New York	$118M	+$117M	5	3.55%	New
395	Brandywine Global Investment Management Philadelphia, Pennsylvania	$118M	+$115M	14	1.21%	New
396	DnB Asset Management Oslo, Norway	$117M	+$120M	13	3.47%	New
397	Granahan Investment Management Waltham, Massachusetts	$117M	+$114M	7	3.37%	New
398	TBC Tweedy, Browne Co Stamford, Connecticut	$117M	+$116M	2	2.92%	New
399	Johnson Investment Counsel Cincinnati, Ohio	$117M	+$118M	12	4.85%	New
400	PP PDT Partners New York	$117M	+$116M	35	2.87%	New