← 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
451	CIBC Asset Management Toronto, Ontario, Canada	$144M	-$7.98M	30	1.06%	Reduced
452	GTP Global Thematic Partners New York	$143M	-$6.99M	2	7.76%	Reduced
453	MUFG Securities EMEA London, United Kingdom	$143M	-$62.4M	17	1.45%	Reduced
454	Antipodes Partners Royal Exchange, Australia	$142M	+$25.6M	1	7.03%	Increased
455	Advisors Capital Management Ridgewood, New Jersey	$142M	+$6.22M	14	10.35%	Increased
456	Jericho Capital Asset Management New York	$142M	+$14.4M	2	14.4%	Increased
457	Riverbridge Partners Minneapolis, Minnesota	$142M	+$30.4M	7	2.95%	Increased
458	Ariel Investments Chicago, Illinois	$141M	-$18.8M	4	1.97%	Reduced
459	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$141M	+$18.3M	23	2.56%	Increased
460	D1 Capital Partners New York	$141M	+$148M	2	2.7%	New
461	Whale Rock Capital Management Boston, Massachusetts	$140M	+$6.66M	2	4.47%	Increased
462	RG Renaissance Group Covington, Kentucky	$140M	-$31.4M	11	6.41%	Reduced
463	USS Investment Management London, United Kingdom	$139M	-$41.5M	2	1.71%	Reduced
464	NIMC NWQ Investment Management Company Los Angeles, California	$138M	-$818K	8	3.28%	Reduced
465	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$138M	+$5.12M	7	10.65%	Increased
466	RC RGM Capital Naples, Florida	$138M	+$16.3M	2	11.6%	Increased
467	NC Northcape Capital Sydney, Australia	$138M	+$17.5M	2	33%	Increased
468	Truist Financial Charlotte, North Carolina	$138M	-$629K	23	2.82%	Reduced
469	Fort Washington Investment Advisors Cincinnati, Ohio	$137M	-$16.8M	15	1.68%	Reduced
470	Welch & Forbes Boston, Massachusetts	$137M	-$9.73M	10	3.87%	Reduced
471	Bridgewater Associates Westport, Connecticut	$137M	+$56.5M	12	1.25%	Increased
472	Wolverine Trading Chicago, Illinois	$136M	-$2.72M	52	0.38%	Reduced
473	Madison Investment Holdings Madison, Wisconsin	$135M	+$54M	8	2.72%	Increased
474	Becker Capital Management Portland, Oregon	$134M	-$11.8M	8	5.22%	Reduced
475	MC Martin Currie Edinburgh, United Kingdom	$134M	+$15.8M	4	10.83%	Increased