← 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
476	Great Lakes Advisors Chicago, Illinois	$147M	+$233K	20	3.27%	Increased
477	Cambridge Investment Research Advisors Fairfield, Iowa	$147M	+$2.26M	39	1.4%	Increased
478	Crawford Investment Counsel Atlanta, Georgia	$145M	+$1.46M	8	4.31%	Increased
479	Flossbach Von Storch Cologne, Germany	$144M	+$48.7M	3	1.33%	Increased
480	Winton Group London, United Kingdom	$144M	+$45.1M	21	2.89%	Increased
481	Oppenheimer & Co New York	$144M	-$4.37M	37	3.83%	Reduced
482	O'Shaughnessy Asset Management Stamford, Connecticut	$143M	+$18.1M	32	3.42%	Increased
483	CS Central Securities New York	$142M	$0	3	22.55%	Maintained
484	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$142M	-$53.3M	5	19.7%	Reduced
485	Meyer Handelman Company Rye Brook, New York	$141M	-$407K	9	7.36%	Reduced
486	South Dakota Investment Council Sioux Falls, South Dakota	$141M	+$5.73M	17	2.98%	Increased
487	Carson Wealth (CWM LLC) Omaha, Nebraska	$140M	+$13.3M	67	1.12%	Increased
488	Jacobs Levy Equity Management Florham Park, New Jersey	$139M	-$37.5M	28	2.01%	Reduced
489	Dai-ichi Life Insurance Company Tokyo, Japan	$138M	+$11.5M	24	3.4%	Increased
490	BOK Financial Tulsa, Oklahoma	$138M	+$4.91M	27	3.3%	Increased
491	HL Financial Services Louisville, Kentucky	$136M	-$4.09M	29	2.1%	Reduced
492	Becker Capital Management Portland, Oregon	$136M	-$12M	9	5.03%	Reduced
493	Marsico Capital Management Denver, Colorado	$136M	+$113M	4	4.89%	Increased
494	H Hexavest Montreal, Quebec, Canada	$135M	+$126M	8	1.72%	Increased
495	CAM Contour Asset Management New York	$135M	+$4.54M	2	9.65%	Increased
496	Vaughan David Investments Peoria, Illinois	$134M	+$923K	4	5.68%	Increased
497	DCM Dupont Capital Management Wilmington, Delaware	$134M	-$4.19M	40	3.06%	Reduced
498	RNC Capital Management Los Angeles, California	$134M	+$836K	10	9.34%	Increased
499	OAM Oxford Asset Management Oxford, United Kingdom	$133M	-$1.51M	37	2.91%	Reduced
500	Vident Investment Advisory Alpharetta, Georgia	$133M	-$27.3M	22	7.15%	Reduced