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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
476	IAM Ion Asset Management Herzliya, Israel	$160M	+$15.5M	4	29.74%	Increased
477	Whittier Trust South Pasadena, California	$159M	-$949K	50	4.16%	Reduced
478	Comgest Global Investors Paris, France	$158M	-$11.3M	1	2.86%	Reduced
479	SCM Suvretta Capital Management New York	$158M	+$1.51M	1	3.59%	Increased
480	CCI Columbus Circle Investors	$157M	-$55.5M	13	6.76%	Reduced
481	YCM Yiheng Capital Management San Francisco, California	$157M	+$11.4M	4	13.76%	Increased
482	MUFG Americas New York	$157M	-$1.43M	23	4.05%	Reduced
483	OAM Origin Asset Management London, United Kingdom	$156M	+$324K	5	13.01%	Increased
484	Erste Asset Management Vienna, Austria	$156M	+$7.18M	21	6.9%	Increased
485	R.M. Davis Inc Portland, Maine	$155M	+$782K	9	5.1%	Increased
486	Clark Capital Management Group Philadelphia, Pennsylvania	$155M	+$20.3M	15	3.24%	Increased
487	Banco Santander Madrid, Spain	$154M	+$37M	12	1.42%	Increased
488	DACG Donor Advised Charitable Giving San Francisco, California	$153M	+$27.7M	4	82.64%	Increased
489	Vaughan David Investments Peoria, Illinois	$153M	-$1.45M	4	5.61%	Reduced
490	Daiwa Securities Group Tokyo, Japan	$151M	-$28.3M	27	1.24%	Reduced
491	Ferguson Wellman Capital Management Portland, Oregon	$150M	+$2.39M	15	4.42%	Increased
492	EP Edgestream Partners Princeton, New Jersey	$150M	+$81.3M	19	7.79%	Increased
493	Oribel Capital Management New York	$150M	+$84.1M	6	15.69%	Increased
494	Bartlett & Co Wealth Management Cincinnati, Ohio	$150M	-$748K	20	3.66%	Reduced
495	Verition Fund Management Greenwich, Connecticut	$150M	+$70.8M	29	2.73%	Increased
496	Sit Investment Associates Minneapolis, Minnesota	$149M	-$515K	20	4.25%	Reduced
497	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$149M	+$3.56M	25	5.05%	Increased
498	Shelton Capital Management Denver, Colorado	$149M	-$11.5M	41	8.24%	Reduced
499	PIM Paradice Investment Management Denver, Colorado	$149M	-$679K	4	10.36%	Reduced
500	Penserra Capital Management Orinda, California	$149M	+$78.3M	48	9.61%	Increased