← 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
576	Hancock Whitney Gulfport, Mississippi	$89.1M	+$7.93M	11	3.38%	Increased
577	Janney Montgomery Scott Philadelphia, Pennsylvania	$89.1M	+$3.36M	24	1.78%	Increased
578	HCMT Highland Capital Management (Texas) Dallas, Texas	$89M	+$31.2M	3	2.97%	Increased
579	AIC AWM Investment Company New York	$88M	+$82.7M	11	12%	New
580	DIA Denver Investment Advisors Denver, Colorado	$88M	+$2.91M	16	2.82%	Increased
581	HCM Hoplite Capital Management New York	$87.9M	-$38.2M	1	2.43%	Reduced
582	RIM Ranger Investment Management Dallas, Texas	$87.7M	-$3.51M	3	4.49%	Reduced
583	Van Berkom & Associates Montreal, Quebec, Canada	$87.6M	+$3.1M	3	4.23%	Increased
584	ZDA Zweig-DiMenna Associates New York	$87.5M	+$31.2M	6	3.77%	Increased
585	TGCM Tukman Grossman Capital Management Larkspur, California	$87.2M	-$4.19M	1	4.22%	Reduced
586	GVI Green Valley Investors Wilmington, Delaware	$86.5M	$0	1	1.82%	Maintained
587	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$86.2M	+$2.32M	10	2.24%	Increased
588	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$85.6M	+$65.6K	20	2.63%	Increased
589	ORI Oak Ridge Investments Chicago, Illinois	$85.4M	+$59.4M	3	2.04%	Increased
590	Davenport & Co Richmond, Virginia	$85.3M	-$1.51M	11	1.38%	Reduced
591	R.M. Davis Inc Portland, Maine	$85.1M	+$1.56M	5	4.69%	Increased
592	SA Smithwood Advisers Los Angeles, California	$84M	+$6.62M	1	10.32%	Increased
593	New Mexico Educational Retirement Board Santa Fe, New Mexico	$83.7M	-$8.69M	15	3.55%	Reduced
594	BA Boston Advisors Boston, Massachusetts	$83.5M	+$4.47M	15	3.52%	Increased
595	Spot Trading Chicago, Illinois	$83.5M	-$20.4M	39	0.52%	Reduced
596	Meag Munich Ergo Munich, Germany	$83M	-$3.8M	4	3.76%	Reduced
597	ACP Ashfield Capital Partners San Francisco, California	$82.8M	+$9.86M	9	4%	Increased
598	GL GLG LLC New York	$82.8M	-$36.9M	18	2.48%	Reduced
599	OA Oak Associates Akron, Ohio	$82.7M	+$971K	14	9.89%	Increased
600	DCM Daruma Capital Management New York	$82.6M	-$8.54M	2	3.59%	Reduced