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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	MC Metropolis Capital Amersham, United Kingdom	$343M	+$115M	2	13.17%	Increased
452	Shelton Capital Management Denver, Colorado	$342M	+$19.5M	39	12.29%	Increased
453	Montrusco Bolton Investments Montreal, Quebec, Canada	$342M	+$30.6M	4	5.3%	Increased
454	iA Global Asset Management Quebec, Quebec, Canada	$342M	+$290M	22	9.07%	New
455	GAMCO Investors Greenwich, Connecticut	$342M	-$9.69M	22	3.59%	Reduced
456	Beutel, Goodman & Co Toronto, Ontario, Canada	$338M	+$88.8M	1	1.9%	Increased
457	United Capital Financial Advisors Irving, Texas	$338M	-$19.2M	26	1.84%	Reduced
458	Gulf International Bank (UK) London, United Kingdom	$338M	-$83.8M	27	8.38%	Reduced
459	Hardman Johnston Global Advisors Stamford, Connecticut	$337M	-$48.3M	8	10.94%	Reduced
460	SM Senvest Management New York	$337M	+$4.02M	8	11.07%	Increased
461	Cresset Asset Management Chicago, Illinois	$335M	+$239M	55	0.41%	Increased
462	Lido Advisors Los Angeles, California	$334M	+$24.3M	32	2.38%	Increased
463	Welch & Forbes Boston, Massachusetts	$333M	-$7.36M	14	5.25%	Reduced
464	MIS Morningstar Investment Services Chicago, Illinois	$332M	+$49.5M	11	4.27%	Increased
465	Madison Asset Management Madison, Wisconsin	$332M	+$919K	18	4.84%	Increased
466	Factory Mutual Insurance Waltham, Massachusetts	$329M	-$62.7M	6	4.85%	Reduced
467	Riverbridge Partners Minneapolis, Minnesota	$326M	-$9.69M	6	4.11%	Reduced
468	ARK Investment Management St. Petersburg, Florida	$324M	+$36.1M	10	2.15%	Increased
469	Illinois Municipal Retirement Fund Oak Brook, Illinois	$322M	-$35.9M	30	6.48%	Reduced
470	EdgePoint Investment Group Toronto, Ontario, Canada	$322M	+$146M	1	2.89%	Increased
471	NewEdge Advisors New Orleans, Louisiana	$320M	+$8.51M	88	3.62%	Increased
472	Walleye Capital New York	$319M	+$80.1M	33	1.16%	Increased
473	Walleye Trading New York	$318M	-$74.3M	30	0.96%	Reduced
474	Haverford Trust Company Radnor, Pennsylvania	$317M	+$9.2M	16	3.58%	Increased
475	Wealthfront Advisers Palo Alto, California	$317M	+$4.91M	26	1.34%	Increased