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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
401	Whittier Trust South Pasadena, California	$365M	+$5.01M	43	6.64%	Increased
402	Disciplined Growth Investors Minneapolis, Minnesota	$364M	-$38.6M	4	9.33%	Reduced
403	Senvest Management New York	$358M	-$169M	6	13.01%	Reduced
404	Gulf International Bank (UK) London, United Kingdom	$358M	-$85.6M	26	7.46%	Reduced
405	Avalon Investment & Advisory Houston, Texas	$357M	+$7.91M	15	9.77%	Increased
406	CWM C2C Wealth Management Scottsdale, Arizona	$353M	+$11.5M	17	56.91%	Increased
407	Marsico Capital Management Denver, Colorado	$352M	+$20.4M	8	16.46%	Increased
408	Meitav Investment House Bene-Beraq, Israel	$350M	-$34.2M	19	6.04%	Reduced
409	Jericho Capital Asset Management New York	$348M	+$175M	4	14.45%	Increased
410	Cetera Advisor Networks El Segundo, California	$348M	+$11.3M	53	2.56%	Increased
411	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$347M	-$43.4M	35	7.11%	Reduced
412	Walleye Trading New York	$346M	-$109M	28	0.75%	Reduced
413	Oppenheimer Asset Management New York	$346M	-$2.57M	46	5.33%	Reduced
414	Hardman Johnston Global Advisors Stamford, Connecticut	$345M	-$21.5M	7	11.29%	Reduced
415	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$345M	-$44.4M	47	7.63%	Reduced
416	LGT Group Foundation Vaduz, Liechtenstein	$345M	-$8.67M	25	9.9%	Reduced
417	Liontrust Investment Partners London, United Kingdom	$338M	+$32.2M	9	4.95%	Increased
418	AKO Capital London, United Kingdom	$336M	+$29.5M	1	5.11%	Increased
419	AIM Allen Investment Management New York	$334M	+$8.1M	10	5.61%	Increased
420	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$333M	+$11.1M	9	12.82%	Increased
421	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$332M	+$16.1M	29	5.99%	Increased
422	DFO Duquesne Family Office New York	$331M	+$119M	4	14.33%	Increased
423	Tocqueville Asset Management New York	$330M	+$6.91M	21	6.24%	Increased
424	LBP AM Paris, France	$330M	+$59.4M	21	8.39%	Increased
425	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$329M	+$4.9M	28	3.77%	Increased