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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	Jericho Capital Asset Management New York	$1B	+$454M	5	13.38%	Increased
377	State of Alaska Department of Revenue Juneau, Alaska	$990M	-$16.5M	65	10.59%	Reduced
378	Weiss Asset Management Boston, Massachusetts	$987M	+$296M	9	11.23%	Increased
379	Groupama Asset Management Paris, France	$982M	+$276M	19	16.21%	Increased
380	IEQ Capital Foster City, California	$977M	+$132M	46	5.97%	Increased
381	Frontier Capital Management Boston, Massachusetts	$973M	+$186M	21	9.01%	Increased
382	Yousif Capital Management Bloomfield Hills, Michigan	$969M	-$7.26M	72	10.45%	Reduced
383	Mutual of America Capital Management New York	$968M	-$14.2M	59	10.43%	Reduced
384	Achmea Investment Management Zeist, Netherlands	$968M	-$26M	10	12.49%	Reduced
385	Waverton Investment Management London, United Kingdom	$968M	-$85.5M	7	13.32%	Reduced
386	ARK Investment Management St. Petersburg, Florida	$955M	+$309M	13	7%	Increased
387	ASR Vermogensbeheer Utrecht, Netherlands	$951M	+$22.8M	26	12.34%	Increased
388	Sanctuary Advisors Indianapolis, Indiana	$945M	+$35.7M	54	5.85%	Increased
389	Newport Trust Company Washington, District of Columbia	$937M	-$91.9M	1	2.25%	Reduced
390	Whittier Trust South Pasadena, California	$937M	+$36.6M	47	11.3%	Increased
391	Gotham Asset Management New York	$934M	+$125M	64	5.59%	Increased
392	Groupe la Francaise Paris, France	$934M	+$132M	22	15.08%	Increased
393	Vident Advisory Alpharetta, Georgia	$932M	+$111M	69	10.46%	Increased
394	Dakota Wealth Management Palm Beach Gardens, Florida	$928M	-$21.5M	31	19.53%	Reduced
395	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$928M	+$44.4M	20	10.61%	Increased
396	HM Payson & Co Portland, Maine	$922M	+$875K	30	14.6%	Increased
397	Glenmede Investment Management Philadelphia, Pennsylvania	$919M	+$782M	47	4.65%	New
398	Scotia Capital Toronto, Ontario, Canada	$914M	+$37.9M	28	4.32%	Increased
399	Phoenix Financial Givatayim, Israel	$913M	+$70.3M	31	12.05%	Increased
400	Schonfeld Strategic Advisors New York	$911M	-$60.7M	66	6.19%	Reduced