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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
501	Burgundy Asset Management Toronto, Ontario, Canada	$79.9M	+$83.4M	2	1.36%	New
502	Truist Financial Charlotte, North Carolina	$79.9M	+$80.4M	21	2.98%	New
503	SC Stralem & Co New York	$79.4M	+$82.9M	1	2.4%	New
504	PineBridge Investments New York	$78.4M	+$78.5M	34	2.49%	New
505	ACM Argent Capital Management St Louis, Missouri	$78.3M	+$78.9M	4	5%	New
506	DILH Dai-ichi Life Holdings Tokyo, Japan	$78.1M	+$78.4M	19	2.75%	New
507	DL Delta Lloyd Amsterdam, Netherlands	$77.8M	+$79.5M	18	3%	New
508	Aristotle Capital Management Los Angeles, California	$77.6M	+$79.6M	2	2.13%	New
509	Congress Asset Management Boston, Massachusetts	$76.7M	+$79.6M	5	2.28%	New
510	DCM Daruma Capital Management New York	$76.7M	+$74.7M	3	3.74%	New
511	GW&K Investment Management Boston, Massachusetts	$76.6M	+$74.9M	6	2.83%	New
512	MWR McAdams Wright Ragen Seattle, Washington	$76.4M	+$75.8M	8	6.1%	New
513	Atalanta Sosnoff Capital New York	$75.4M	+$78.8M	1	1.83%	New
514	Rothschild & Co Asset Management US Stamford, Connecticut	$75.3M	+$73.3M	8	1.75%	New
515	EA Euclid Advisors Hartford, Connecticut	$75.2M	+$75.3M	4	0.95%	New
516	Wilmington Savings Fund Society Wilmington, Delaware	$74.7M	+$75M	12	4.83%	New
517	AWMDMG Austin W. Marxe & David M. Greenhouse New York	$74.4M	+$67.9M	7	10.04%	New
518	New Mexico Educational Retirement Board Santa Fe, New Mexico	$74.3M	+$73.9M	16	3.04%	New
519	Commonwealth Equity Services Waltham, Massachusetts	$73.8M	+$73.6M	22	1.3%	New
520	Hermes Investment Management London Uk, United Kingdom	$73.6M	+$72.3M	7	2.87%	New
521	First Citizens Bank & Trust Raleigh, North Carolina	$73.4M	+$72.7M	28	3.01%	New
522	OAMG Odey Asset Management Group London, United Kingdom	$73.3M	+$57.6M	2	2.87%	New
523	GVI Green Valley Investors Wilmington, Delaware	$73.3M	+$72.7M	1	1.79%	New
524	Numeric Investors Boston, Massachusetts	$73.1M	+$70.8M	9	1.46%	New
525	FVP Firefly Value Partners Newtown, Pennsylvania	$72.8M	+$69.7M	1	8.31%	New