← 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
426	Banque Pictet & Cie Geneva 73, Switzerland	$137M	+$4.82M	8	3.43%	Increased
427	Asset Management One Tokyo, Japan	$137M	+$6.33M	31	2.04%	Increased
428	USSCPF United States Steel & Carnegie Pension Fund New York	$136M	+$2.39M	2	3.03%	Increased
429	Kennedy Capital Management St Louis, Missouri	$136M	-$9.46M	20	2.53%	Reduced
430	Rothschild & Co Asset Management US Stamford, Connecticut	$134M	-$13.6M	8	2.76%	Reduced
431	CP Coho Partners Berwyn, Pennsylvania	$134M	+$5.62M	3	9.04%	Increased
432	CAM Capstone Asset Management Houston, Texas	$133M	-$14.8M	48	4.25%	Reduced
433	BAMCO Inc New York	$132M	-$20.9M	6	0.52%	Reduced
434	Mutual of America Capital Management New York	$131M	-$1.34M	35	3.08%	Reduced
435	Palisade Capital Management Fort Lee, New Jersey	$130M	-$2.14M	15	3.16%	Reduced
436	HMP HS Management Partners New York	$130M	-$12.1M	1	5.3%	Reduced
437	Haverford Trust Company Radnor, Pennsylvania	$128M	+$116K	4	3.77%	Increased
438	PAR Capital Management Boston, Massachusetts	$128M	-$10.3M	4	3.54%	Reduced
439	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$128M	-$8.59M	35	1.88%	Reduced
440	Burgundy Asset Management Toronto, Ontario, Canada	$127M	-$2.16M	2	1.5%	Reduced
441	QAM Quentec Asset Management New York	$127M	+$45.2M	13	33.02%	Increased
442	KCM Kames Capital Management Edinburgh, United Kingdom	$126M	+$7.43M	9	4.02%	Increased
443	Orbis Holdings Hamilton, Bermuda	$126M	+$104M	4	1.03%	Increased
444	Welch & Forbes Boston, Massachusetts	$126M	-$1.82M	8	3.96%	Reduced
445	PP PDT Partners New York	$125M	+$27.6M	30	3.34%	Increased
446	Columbia Wanger Asset Management Chicago, Illinois	$125M	-$34.4M	4	0.5%	Reduced
447	OAM Oxford Asset Management Oxford, United Kingdom	$125M	+$25.7M	30	4.05%	Increased
448	Granahan Investment Management Waltham, Massachusetts	$125M	-$4.64M	8	3.64%	Reduced
449	MUFG Americas New York	$124M	-$3.11M	22	4.03%	Reduced
450	CC Curian Capital Denver, Colorado	$124M	+$3.43M	10	2.17%	Increased