← 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	Sterling Capital Management Charlotte, North Carolina	$632M	+$619M	87	8.17%	New
427	Steward Partners Investment Advisory New York	$631M	+$37.9M	77	5.84%	Increased
428	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$630M	+$85M	20	10.86%	Increased
429	Wasatch Advisors Salt Lake City, Utah	$627M	-$156M	10	3.07%	Reduced
430	Meitav Investment House Bene-Beraq, Israel	$622M	+$105M	12	10.43%	Increased
431	Munro Partners Melbourne, Australia	$618M	-$118M	12	22.52%	Reduced
432	Belvedere Trading Chicago, Illinois	$614M	-$324M	2	0.82%	Reduced
433	CCLA Investment Management London, United Kingdom	$607M	-$96.3M	6	9.35%	Reduced
434	Empower Advisory Group Greenwood Village, Colorado	$607M	+$2.23M	21	2.05%	Increased
435	Boston Trust Walden Boston, Massachusetts	$604M	+$64.3M	17	4.2%	Increased
436	Hood River Capital Management Palm Beach Gardens, Florida	$602M	-$205M	13	9.72%	Reduced
437	Blue Whale Capital London, United Kingdom	$601M	+$122M	5	46.8%	Increased
438	Capital Fund Management (CFM) Paris, France	$598M	+$145M	34	1.64%	Increased
439	Flossbach Von Storch Cologne, Germany	$597M	+$112M	7	2.34%	Increased
440	Twin Tree Management Dallas, Texas	$597M	+$169M	43	1.17%	Increased
441	Tocqueville Asset Management New York	$595M	-$15.1M	23	9.34%	Reduced
442	Kovitz Investment Group Partners Chicago, Illinois	$591M	+$187M	35	4.2%	Increased
443	Phoenix Financial Givatayim, Israel	$589M	-$65.4M	30	8.7%	Reduced
444	PointState Capital New York	$581M	-$17.5M	3	10.54%	Reduced
445	Carson Wealth (CWM LLC) Omaha, Nebraska	$580M	+$42.4M	104	2.49%	Increased
446	Vulcan Value Partners Birmingham, Alabama	$578M	-$94.8M	2	9.68%	Reduced
447	Achmea Investment Management Zeist, Netherlands	$575M	+$12.7M	19	9.49%	Increased
448	GGHC Gilder Gagnon Howe & Co New York	$573M	-$13.4M	13	6.86%	Reduced
449	Ceredex Value Advisors Orlando, Florida	$573M	+$47.3M	13	11.18%	Increased
450	Walleye Capital New York	$573M	+$29M	76	1.19%	Increased