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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	HM Payson & Co Portland, Maine	$338M	-$13.4M	31	7.93%	Reduced
452	NewEdge Advisors New Orleans, Louisiana	$338M	+$34M	87	3.72%	Increased
453	Penserra Capital Management Orinda, California	$338M	-$28.7M	45	6.97%	Reduced
454	Cresset Asset Management Chicago, Illinois	$336M	+$18M	59	1.3%	Increased
455	Altimeter Capital Management Boston, Massachusetts	$336M	+$14.2M	1	6.38%	Increased
456	FFM FengHe Fund Management Singapore	$333M	+$71.8M	7	79.16%	Increased
457	Wealthfront Advisers Palo Alto, California	$331M	+$19.7M	26	1.43%	Increased
458	EdgePoint Investment Group Toronto, Ontario, Canada	$331M	+$31.3M	1	3.16%	Increased
459	Tudor Investment Corp Stamford, Connecticut	$330M	-$17.7M	58	3.31%	Reduced
460	Eventide Asset Management Boston, Massachusetts	$328M	+$6M	12	5.9%	Increased
461	Lido Advisors Los Angeles, California	$328M	+$3.7M	33	2.5%	Increased
462	Profund Advisors Bethesda, Maryland	$323M	+$19.5M	48	17.86%	Increased
463	Welch & Forbes Boston, Massachusetts	$322M	-$14.2M	14	5.32%	Reduced
464	GTS Securities Miami, Florida	$321M	+$169M	38	0.58%	Increased
465	Locust Wood Capital Advisers New York	$319M	+$35.9M	3	13.58%	Increased
466	Douglas Lane & Associates New York	$318M	-$29.4M	10	5.34%	Reduced
467	Empower Advisory Group Greenwood Village, Colorado	$318M	-$47.4M	20	1.4%	Reduced
468	Polar Asset Management Partners Toronto, Ontario, Canada	$317M	-$14.7M	23	7.04%	Reduced
469	Beutel, Goodman & Co Toronto, Ontario, Canada	$317M	+$890K	1	1.87%	Increased
470	Disciplined Growth Investors Minneapolis, Minnesota	$317M	-$5.05M	4	7.53%	Reduced
471	ARK Investment Management St. Petersburg, Florida	$315M	+$2.88M	11	2.41%	Increased
472	Todd Asset Management Louisville, Kentucky	$313M	+$23.4M	11	7.43%	Increased
473	MIS Morningstar Investment Services Chicago, Illinois	$312M	+$5.07M	14	3.99%	Increased
474	ExodusPoint Capital Management New York	$311M	-$67M	47	2.97%	Reduced
475	AIM Allen Investment Management New York	$311M	-$8.3M	11	4.55%	Reduced