← 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	Comgest Global Investors Paris, France	$195M	+$8.93M	1	4.22%	Increased
427	Stephens Investment Management Group Houston, Texas	$190M	-$5.99M	11	4.34%	Reduced
428	NM Nokota Management New York	$190M	+$165M	3	3.65%	Increased
429	Empyrean Capital Partners Los Angeles, California	$188M	+$9.83M	2	8.49%	Increased
430	AAM Ardevora Asset Management London, United Kingdom	$187M	-$137M	10	5.64%	Reduced
431	Snyder Capital Management San Francisco, California	$186M	-$9.7M	6	9.27%	Reduced
432	Boston Trust Walden Boston, Massachusetts	$186M	-$1.54M	10	2.73%	Reduced
433	State of Alaska Department of Revenue Juneau, Alaska	$186M	+$102M	51	4.44%	Increased
434	Jericho Capital Asset Management New York	$185M	-$112M	5	9.67%	Reduced
435	MSA Mason Street Advisors Milwaukee, Wisconsin	$185M	+$2.52M	53	4.14%	Increased
436	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$185M	-$1.08M	6	14.33%	Reduced
437	MUFG Securities EMEA London, United Kingdom	$183M	+$140M	9	4.26%	Increased
438	Marsico Capital Management Denver, Colorado	$182M	-$26.1M	4	7.28%	Reduced
439	MP Manikay Partners New York	$182M	+$51.3M	2	9.58%	Increased
440	USS Investment Management London, United Kingdom	$181M	-$37M	3	2.11%	Reduced
441	Oaktree Capital Management Los Angeles, California	$181M	-$21.1M	3	2.83%	Reduced
442	CI Cowen Inc New York	$180M	-$208M	8	0.36%	Reduced
443	LM Luminus Management Houston, Texas	$180M	+$71.3M	2	3.82%	Increased
444	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$180M	+$79.7M	1	1.46%	Increased
445	Cincinnati Financial Corp Fairfield, Ohio	$179M	+$39.1M	4	7.87%	Increased
446	FC Fairpointe Capital Chicago, Illinois	$179M	-$37.8M	1	3.37%	Reduced
447	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$178M	-$16.4K	9	1.04%	Reduced
448	Welch & Forbes Boston, Massachusetts	$178M	-$5.46M	11	4.75%	Reduced
449	Dana Investment Advisors Waukesha, Wisconsin	$178M	-$18.7M	14	7.73%	Reduced
450	ExxonMobil Investment Management Irving, Texas	$178M	-$25.9M	20	4.87%	Reduced