← 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
526	Bartlett & Co Wealth Management Cincinnati, Ohio	$166M	+$2.85M	28	3.56%	Increased
527	Ceredex Value Advisors Orlando, Florida	$164M	+$5.86M	4	2.67%	Increased
528	Channing Capital Management Chicago, Illinois	$163M	-$15.2M	6	5.63%	Reduced
529	KL KIM LLC Wichita, Kansas	$162M	+$20.8M	5	7.56%	Increased
530	Granahan Investment Management Waltham, Massachusetts	$162M	+$36.4M	16	5.28%	Increased
531	ACM Analog Century Management New York	$162M	-$7.75M	16	90.68%	Reduced
532	Hamlin Capital Management New York	$162M	+$62.8M	2	6.45%	Increased
533	Starboard Value New York	$161M	-$204M	3	3.55%	Reduced
534	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$160M	-$8.24M	16	6.42%	Reduced
535	MIS Morningstar Investment Services Chicago, Illinois	$159M	-$12.3M	10	2.25%	Reduced
536	ORIO Old Republic International (ORI) Chicago, Illinois	$158M	-$42.7M	3	5.26%	Reduced
537	CCM Cinctive Capital Management New York	$158M	+$17.2M	18	6.61%	Increased
538	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$156M	-$12.9M	2	4.65%	Reduced
539	Dai-ichi Life Insurance Company Tokyo, Japan	$155M	-$3.38M	23	3.82%	Reduced
540	Private Advisor Group Morristown, New Jersey	$155M	-$54M	41	1.78%	Reduced
541	Brinker Capital Investments Berwyn, Pennsylvania	$154M	-$342K	56	3.19%	Reduced
542	SAM Securian Asset Management St Paul, Minnesota	$153M	-$1.72M	40	4.58%	Reduced
543	LCP LGT Capital Partners Pfaeffikon, Switzerland	$153M	+$11.4M	2	4.68%	Increased
544	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$153M	-$3.69M	34	8.29%	Reduced
545	Donaldson Capital Management Evansville, Indiana	$153M	-$853K	13	8.39%	Reduced
546	Kennedy Capital Management St Louis, Missouri	$152M	+$1.28M	31	4.49%	Increased
547	Oaktree Capital Management Los Angeles, California	$152M	-$748K	4	1.66%	Reduced
548	Cooke & Bieler Philadelphia, Pennsylvania	$151M	+$20.3M	3	1.63%	Increased
549	F.L. Putnam Investment Management Lynnfield, Massachusetts	$150M	+$61.5M	17	5.84%	Increased
550	NewEdge Advisors New Orleans, Louisiana	$150M	+$26.4M	39	2.47%	Increased