← 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
501	Manning & Napier Advisors Fairport, New York	$502M	+$453M	10	5.67%	New
502	Beacon Pointe Advisors Newport Beach, California	$497M	-$40.6M	34	5.87%	Reduced
503	TC Tairen Capital Hong Kong	$496M	-$61M	6	17.8%	Reduced
504	Gotham Asset Management New York	$496M	+$73M	47	6.42%	Increased
505	Wellcome Trust London, United Kingdom	$491M	$0	1	6.29%	Maintained
506	Oppenheimer & Co New York	$490M	+$15.1M	44	7.77%	Increased
507	Williams Jones Wealth Management New York	$489M	+$37.1M	25	6.07%	Increased
508	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$489M	+$11.9M	40	16.2%	Increased
509	Stephens Investment Management Group Houston, Texas	$485M	-$30.3M	15	6.79%	Reduced
510	Maryland State Retirement & Pension System Baltimore, Maryland	$485M	-$1.36M	55	8.93%	Reduced
511	R.M. Davis Inc Portland, Maine	$485M	-$2.09M	14	9.84%	Reduced
512	CPIH Consolidated Press International Holdings Sydney, Australia	$483M	-$223M	2	60.84%	Reduced
513	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$482M	-$41.9M	17	14.38%	Reduced
514	Border to Coast Pensions Partnership Leeds, United Kingdom	$481M	-$57M	4	11.36%	Reduced
515	LGT Group Foundation Vaduz, Liechtenstein	$480M	+$182M	22	7.57%	Increased
516	Clear Street New York	$479M	+$324M	5	4.52%	Increased
517	IEQ Capital Foster City, California	$477M	+$32.5M	34	6.42%	Increased
518	Locust Wood Capital Advisers New York	$474M	+$39.1M	3	16.99%	Increased
519	OFI Invest Asset Management Paris, France	$474M	-$68M	22	12.59%	Reduced
520	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$472M	-$54.2M	12	5.5%	Reduced
521	FFM FengHe Fund Management Singapore	$472M	+$181M	12	65.8%	Increased
522	Twin Tree Management Dallas, Texas	$471M	-$184M	32	1.06%	Reduced
523	Third Point New York	$470M	+$132M	3	5.38%	Increased
524	Mizuho Securities USA New York	$468M	+$406M	25	10.35%	Increased
525	Trillium Asset Management Boston, Massachusetts	$467M	-$9.23M	15	11.79%	Reduced