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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
526	Boston Trust Walden Boston, Massachusetts	$228M	-$40.1M	13	2.03%	Reduced
527	Analog Century Management New York	$228M	-$8.95M	18	91.5%	Reduced
528	Argent Capital Management St Louis, Missouri	$228M	-$18M	12	7.11%	Reduced
529	Private Advisor Group Morristown, New Jersey	$227M	+$5.52M	42	1.98%	Increased
530	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$226M	+$21.4M	14	2.82%	Increased
531	Polaris Capital Management Boston, Massachusetts	$225M	-$764K	3	7.27%	Reduced
532	Capstone Investment Advisors New York	$225M	-$35.4M	18	0.51%	Reduced
533	Cullen/Frost Bankers San Antonio, Texas	$224M	+$20M	43	4.5%	Increased
534	Securian Asset Management St Paul, Minnesota	$223M	-$789K	39	4.53%	Reduced
535	TIG Advisors LLC New York	$222M	-$23.7M	7	7.45%	Reduced
536	SGCM Sand Grove Capital Management London, United Kingdom	$221M	-$13.9M	2	20.88%	Reduced
537	Quilter Plc London, United Kingdom	$218M	+$15.4M	14	6.28%	Increased
538	HMP HS Management Partners New York	$218M	+$33M	1	6%	Increased
539	Sit Investment Associates Minneapolis, Minnesota	$217M	-$2.46M	21	5.37%	Reduced
540	O'Shaughnessy Asset Management Stamford, Connecticut	$217M	-$3.36M	79	4.31%	Reduced
541	Kestra Advisory Services Austin, Texas	$217M	+$12.1M	48	2.46%	Increased
542	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$216M	-$28.6M	10	7.08%	Reduced
543	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$216M	+$53.7M	26	1.79%	Increased
544	LLL Lynrock Lake LP Rye Brook, New York	$214M	+$47.1M	6	14.76%	Increased
545	Gates Capital Management New York	$214M	+$2.08M	1	6.16%	Increased
546	MICM Matthews International Capital Management San Francisco, California	$213M	-$5.96M	3	8.86%	Reduced
547	OAM Origin Asset Management London, United Kingdom	$213M	-$4.42M	8	23.77%	Reduced
548	Steward Partners Investment Advisory New York	$212M	+$3.33M	65	3.58%	Increased
549	Melqart Asset Management London, United Kingdom	$212M	+$34.9M	4	9.52%	Increased
550	Prio Wealth Limited Partnership Boston, Massachusetts	$212M	-$4.88M	17	7.13%	Reduced