← 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
401	Paradigm Capital Management Inc Albany, New York	$195M	+$28.4M	13	16.87%	Increased
402	Mitsubishi UFJ Asset Management Tokyo, Japan	$194M	+$485K	22	4.56%	Increased
403	River Road Asset Management Louisville, Kentucky	$193M	-$14.9M	3	3.79%	Reduced
404	Conning Inc Hartford, Connecticut	$192M	+$5.36M	21	6.54%	Increased
405	SIM Stelliam Investment Management New York	$190M	-$24.5M	4	5.8%	Reduced
406	Zurich Insurance Group Zurich, Switzerland	$190M	+$12.6M	20	5.2%	Increased
407	WBC Westpac Banking Corp Sydney, Australia	$190M	+$12.1M	29	4.18%	Increased
408	CGM Capital Growth Management Boston, Massachusetts	$190M	-$43.4M	3	8.29%	Reduced
409	Zacks Investment Management Chicago, Illinois	$189M	-$11.6M	31	4.43%	Reduced
410	Pzena Investment Management New York	$188M	-$399M	6	1%	Reduced
411	GHCM Glen Harbor Capital Management San Diego, California	$188M	-$5.75M	39	4.5%	Reduced
412	CAM Cortina Asset Management Milwaukee, Wisconsin	$188M	+$11.6M	12	7.72%	Increased
413	Squarepoint New York	$188M	-$48.6M	50	3.62%	Reduced
414	PIM Platinum Investment Management Sydney Australia 2000, Australia	$187M	-$52.1M	7	4.74%	Reduced
415	HHC Hutchin Hill Capital New York	$187M	-$19.9M	27	7.05%	Reduced
416	Snyder Capital Management San Francisco, California	$185M	-$2.53M	6	9.26%	Reduced
417	Homestead Advisers Arlington, Virginia	$185M	-$3.55M	1	2.82%	Reduced
418	ExxonMobil Investment Management Irving, Texas	$185M	-$6.36M	20	4.68%	Reduced
419	I.G. Investment Management Winnipeg, Manitoba, Canada	$185M	-$37.8M	10	0.95%	Reduced
420	BA Boston Advisors Boston, Massachusetts	$184M	+$7.53M	18	4.17%	Increased
421	BCM Bares Capital Management Austin, Texas	$184M	-$2.95M	1	8.3%	Reduced
422	Dana Investment Advisors Waukesha, Wisconsin	$184M	+$21.5M	13	8.47%	Increased
423	SAM Shell Asset Management The Hague, Netherlands	$183M	-$10.9M	36	4.06%	Reduced
424	Xact Kapitalforvaltning Stockholm, Sweden	$182M	+$4.25M	22	5.22%	Increased
425	William Blair & Company Chicago, Illinois	$181M	-$8.58M	28	1.35%	Reduced