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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	Douglas Lane & Associates New York	$578M	-$5.22M	11	8.2%	Reduced
452	EdgePoint Investment Group Toronto, Ontario, Canada	$576M	-$60.5M	2	4.86%	Reduced
453	Boston Trust Walden Boston, Massachusetts	$573M	+$60.5M	16	4.25%	Increased
454	Quadrature Capital London, United Kingdom	$569M	+$10M	20	9.55%	Increased
455	Jericho Capital Asset Management New York	$569M	-$129M	3	17.12%	Reduced
456	Simplex Trading Chicago, Illinois	$568M	+$185M	66	0.35%	Increased
457	Aristotle Atlantic Partners Sarasota, Florida	$562M	-$34.6M	8	18.21%	Reduced
458	Atria Wealth Solutions New York	$560M	+$3.44M	43	6.18%	Increased
459	Kodai Capital Management Chicago, Illinois	$559M	+$179M	14	10.64%	Increased
460	PIM Platinum Investment Management Sydney Australia 2000, Australia	$559M	+$28.8M	16	22.6%	Increased
461	Gabelli Funds Rye, New York	$558M	+$1.82M	30	4.24%	Increased
462	Walleye Capital New York	$558M	-$53.4M	81	1%	Reduced
463	MRG Milestone Resources Group Road Town Tortola, British Virgin Islands	$558M	+$13.2M	6	19.12%	Increased
464	E. Ohman J:or Asset Management Stockholm, Sweden	$558M	-$6.74M	25	13.84%	Reduced
465	Elo Mutual Pension Insurance Espoo, Finland	$557M	+$6.4M	25	13.04%	Increased
466	Ceredex Value Advisors Orlando, Florida	$551M	-$28.8M	10	10.41%	Reduced
467	Nicholas Company Milwaukee, Wisconsin	$550M	-$13.9M	15	9.15%	Reduced
468	Summit Partners Public Asset Management Boston, Massachusetts	$548M	+$23.9M	13	20.95%	Increased
469	Oregon Public Employees Retirement Fund Tigard, Oregon	$547M	-$5.16M	61	10.83%	Reduced
470	Mondrian Investment Partners London, United Kingdom	$545M	-$126M	6	8.39%	Reduced
471	Carson Wealth (CWM LLC) Omaha, Nebraska	$545M	+$39.6M	104	2.57%	Increased
472	Quantinno Capital Management New York	$544M	+$91.9M	49	9.77%	Increased
473	FFM Fullerton Fund Management Singapore	$543M	-$77.6M	13	24.35%	Reduced
474	Advisors Capital Management Ridgewood, New Jersey	$542M	+$4.42M	20	9.46%	Increased
475	Meitav Investment House Bene-Beraq, Israel	$540M	+$28.7M	12	9.62%	Increased