← 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	Verition Fund Management Greenwich, Connecticut	$792M	-$660M	88	3.52%	Reduced
427	Royce & Associates New York	$791M	-$23.5M	32	8.11%	Reduced
428	OCMI Oaktop Capital Management II Chatham, New Jersey	$789M	-$21.5M	6	84.85%	Reduced
429	Glenview Trust Louisville, Kentucky	$786M	+$1.95M	22	13.59%	Increased
430	Kestra Advisory Services Austin, Texas	$779M	+$25.6M	51	3.8%	Increased
431	Crossmark Global Holdings Houston, Texas	$772M	-$1.22M	48	12.47%	Reduced
432	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$767M	-$6.8M	68	13.89%	Reduced
433	Third Point New York	$766M	+$105M	2	10.06%	Increased
434	Profund Advisors Bethesda, Maryland	$764M	+$32.4M	48	27.5%	Increased
435	ABN AMRO Investment Solutions Paris Cedex 008,	$751M	-$5.31M	26	15.04%	Reduced
436	&Partners Nashville, Tennessee	$751M	+$130M	53	5.76%	Increased
437	Atreides Management Boston, Massachusetts	$750M	-$431M	7	20.81%	Reduced
438	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$744M	+$30.1M	23	6.58%	Increased
439	Regions Financial Corp Birmingham, Alabama	$730M	+$67.4M	32	5.03%	Increased
440	Welch & Forbes Boston, Massachusetts	$725M	-$746K	18	9.06%	Reduced
441	Atalanta Sosnoff Capital New York	$725M	+$94.1M	7	14.72%	Increased
442	Banco Santander Madrid, Spain	$719M	+$19.2M	23	6.83%	Increased
443	YC Yarbrough Capital Franklin, Tennessee	$718M	+$19.8M	12	25.62%	Increased
444	Sequoia Financial Advisors Akron, Ohio	$716M	+$46.9M	46	4.9%	Increased
445	Ethic Inc New York	$713M	+$26.4M	60	12.77%	Increased
446	Manning & Napier Advisors Fairport, New York	$711M	-$64.8M	9	8.48%	Reduced
447	Fuller & Thaler Asset Management San Mateo, California	$710M	+$143M	20	2.59%	Increased
448	Cantor Fitzgerald New York	$708M	-$87.5M	15	12.54%	Reduced
449	Sterling Capital Management Charlotte, North Carolina	$703M	+$22.9M	88	9.99%	Increased
450	Nikko Asset Management Americas New York	$700M	+$116M	9	6.98%	Increased