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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
451	Snyder Capital Management San Francisco, California	$141M	-$4.09M	5	8.55%	Reduced
452	BA Boston Advisors Boston, Massachusetts	$141M	+$23.2M	16	3.37%	Increased
453	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$138M	+$502K	5	0.89%	Increased
454	Bowen Hanes & Co Ponte Vedra Beach, Florida	$138M	-$2.04M	5	7.43%	Reduced
455	TCA Taconic Capital Advisors New York	$138M	+$110M	1	19.14%	Increased
456	Equity Investment Corp Atlanta, Georgia	$138M	+$143M	2	4.44%	New
457	Mirae Asset Global Investments Seoul, South Korea	$138M	-$5.86M	16	3.08%	Reduced
458	MSA Mason Street Advisors Milwaukee, Wisconsin	$138M	+$1.33M	48	3.72%	Increased
459	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$137M	-$53.1M	20	0.94%	Reduced
460	Evercore Wealth Management New York	$136M	-$4.78M	23	5.64%	Reduced
461	FTCM Fir Tree Capital Management New York	$136M	+$137M	2	5.49%	New
462	Truist Financial Charlotte, North Carolina	$136M	-$4.31M	21	2.78%	Reduced
463	Cornerstone Investment Partners Atlanta, Georgia	$136M	+$70.3M	4	5.55%	Increased
464	DSM Capital Partners Palm Beach Gardens, Florida	$136M	-$4.13M	1	2.34%	Reduced
465	SC SRB Corp Boston, Massachusetts	$135M	+$20.1M	4	18.77%	Increased
466	Advisors Asset Management Monument, Colorado	$135M	-$9.89M	43	2.24%	Reduced
467	SI Sensato Investors San Francisco, California	$134M	-$51.6M	18	23.01%	Reduced
468	RC RGM Capital Naples, Florida	$134M	-$12.6M	2	14.55%	Reduced
469	QIM Quantitative Investment Management Charlottesville, Virginia	$133M	+$40.5M	34	3.35%	Increased
470	Chartwell Investment Partners Berywn, Pennsylvania	$132M	-$115M	18	4.51%	Reduced
471	AssetMark Inc Concord, California	$132M	+$29.6M	26	1.94%	Increased
472	Highbridge Capital Management New York	$131M	+$73.8M	27	2.34%	Increased
473	FA Friess Associates Greenville, Delaware	$131M	+$10.9M	13	12.85%	Increased
474	NCA Newbrook Capital Advisors New York	$130M	+$48.6M	2	13%	Increased
475	Jane Street New York	$130M	+$35.5M	45	0.57%	Increased