← 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	ExxonMobil Investment Management Irving, Texas	$140M	-$10.1M	17	3.44%	Reduced
427	Los Angeles Capital Management Los Angeles, California	$140M	+$23.7M	25	1.3%	Increased
428	Fjarde Ap-fonden Stockholm, Sweden	$139M	-$11M	19	3.35%	Reduced
429	Huntington National Bank Columbus, Ohio	$138M	-$8.67M	42	3.34%	Reduced
430	Letko, Brosseau & Associates Montreal, Quebec, Canada	$137M	-$924K	2	1.26%	Reduced
431	USSCPF United States Steel & Carnegie Pension Fund New York	$136M	-$9.59M	2	2.83%	Reduced
432	Cornerstone Investment Partners Atlanta, Georgia	$135M	-$237M	3	3.19%	Reduced
433	Numeric Investors Boston, Massachusetts	$135M	-$6.67M	28	1.55%	Reduced
434	Fort Washington Investment Advisors Cincinnati, Ohio	$134M	+$4.17M	12	2.52%	Increased
435	Beck Mack & Oliver New York	$134M	-$7.39M	5	3.5%	Reduced
436	1832 Asset Management Toronto, Ontario, Canada	$134M	+$59M	9	0.46%	Increased
437	Mitsubishi UFJ Asset Management Tokyo, Japan	$133M	+$4.54M	21	4.09%	Increased
438	PEAK6 Group Chicago, Illinois	$133M	+$44.3M	42	0.79%	Increased
439	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$133M	-$29.1K	3	0.91%	Reduced
440	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$132M	-$3.36M	4	18.81%	Reduced
441	Advisors Asset Management Monument, Colorado	$132M	+$707K	43	1.81%	Increased
442	SAM Shell Asset Management The Hague, Netherlands	$132M	-$28.2M	19	2.64%	Reduced
443	EA Euclid Advisors Hartford, Connecticut	$132M	+$104M	19	2.6%	Increased
444	SW SVB Wealth Boston, Massachusetts	$131M	+$1.07M	16	4.35%	Increased
445	MC Maplelane Capital New York	$131M	+$2.28M	10	4.52%	Increased
446	CM CS McKee Pittsburgh, Pennsylvania	$129M	-$10.3M	4	3.58%	Reduced
447	Oaktree Capital Management Los Angeles, California	$128M	+$13.7M	2	1.49%	Increased
448	Findlay Park Partners London, United Kingdom	$128M	-$58.1M	2	1.32%	Reduced
449	DSM Capital Partners Palm Beach Gardens, Florida	$128M	-$2.49M	1	2.19%	Reduced
450	C Consulta London, United Kingdom	$128M	$0	1	11.59%	Maintained