← 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	Snyder Capital Management San Francisco, California	$198M	+$1.48M	6	9.39%	Increased
402	Vaughan Nelson Investment Management Houston, Texas	$198M	-$35.7M	6	2.36%	Reduced
403	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$198M	+$14.4M	7	4.58%	Increased
404	EMG ETF Managers Group Summit, New Jersey	$198M	+$11.3M	26	14.26%	Increased
405	SC SRB Corp Boston, Massachusetts	$197M	+$1.07M	5	21.66%	Increased
406	Vident Investment Advisory Alpharetta, Georgia	$197M	+$2.74M	30	7.79%	Increased
407	Zurich Insurance Group Zurich, Switzerland	$196M	+$11M	14	4.43%	Increased
408	Todd Asset Management Louisville, Kentucky	$195M	-$3.09M	9	5.48%	Reduced
409	Sit Investment Associates Minneapolis, Minnesota	$195M	+$3.96M	17	5.01%	Increased
410	OA Oak Associates Akron, Ohio	$194M	+$4.76M	14	13.01%	Increased
411	Douglas Lane & Associates New York	$194M	-$5.28M	7	4.12%	Reduced
412	Jacobs Levy Equity Management Florham Park, New Jersey	$194M	+$11.6M	33	3.04%	Increased
413	Paradigm Capital Management Inc Albany, New York	$193M	+$15.1M	15	15.55%	Increased
414	MICM Matthews International Capital Management San Francisco, California	$192M	-$2.84M	3	8.56%	Reduced
415	OAM Oxford Asset Management Oxford, United Kingdom	$192M	-$59.7M	35	3.68%	Reduced
416	NIMC NWQ Investment Management Company Los Angeles, California	$191M	-$19.2M	8	3.45%	Reduced
417	Letko, Brosseau & Associates Montreal, Quebec, Canada	$190M	+$20.2M	4	1.74%	Increased
418	MSA Mason Street Advisors Milwaukee, Wisconsin	$190M	+$1.88M	55	4.16%	Increased
419	RG Renaissance Group Covington, Kentucky	$189M	-$34.7M	12	6.72%	Reduced
420	First Manhattan New York	$189M	-$3.39M	30	1.09%	Reduced
421	Amalgamated Bank New York	$187M	+$9.34M	50	4.57%	Increased
422	Zevenbergen Capital Investments Edmonds, Washington	$186M	+$13.1M	2	6.2%	Increased
423	SAM Shell Asset Management The Hague, Netherlands	$185M	-$22.4M	37	3.79%	Reduced
424	Commerce Bank Kansas City, Missouri	$184M	-$5.33M	26	2.34%	Reduced
425	H Hexavest Montreal, Quebec, Canada	$183M	-$26.8M	7	2.36%	Reduced