← 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	TAM Tiverton Asset Management Wilimington, Delaware	$103M	+$15.8M	26	4.49%	Increased
577	PEAK6 Investments Chicago, Illinois	$103M	-$91.1M	40	0.61%	Reduced
578	WesBanco Bank Wheeling, West Virginia	$103M	+$3.26M	16	5.13%	Increased
579	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$103M	+$27.1M	9	9.06%	Increased
580	YCM Yiheng Capital Management San Francisco, California	$102M	+$10.2M	4	11.92%	Increased
581	Banco Santander Madrid, Spain	$102M	+$12.4M	9	1.15%	Increased
582	UBS O'Connor Chicago, Illinois	$101M	-$35.1M	7	2.83%	Reduced
583	Personal Capital Advisors Redwood City, California	$101M	+$7.03M	10	1.13%	Increased
584	TCTC Holdings Dallas, Texas	$101M	+$2.84M	6	5.46%	Increased
585	PWAG Polaris Wealth Advisory Group San Rafael, California	$101M	+$19.4M	7	7.58%	Increased
586	NPIC Neumeier Poma Investment Counsel Carmel, California	$101M	-$3.05M	4	8.46%	Reduced
587	ABI Abrams Bison Investments Bethesda, Maryland	$99.3M	$0	1	11.05%	Maintained
588	GAM Griffin Asset Management New York	$99.2M	+$16.4M	12	14.03%	Increased
589	Wilmington Savings Fund Society Wilmington, Delaware	$98.8M	-$152K	17	5.38%	Reduced
590	SI Standard Investments New York	$98.6M	$0	1	9.54%	Maintained
591	AIM Assured Investment Management New York	$98.6M	-$2.35M	38	1.1%	Reduced
592	Klingenstein Fields & Co New York	$98.2M	-$10.8M	10	5.28%	Reduced
593	DCM Daruma Capital Management New York	$98M	-$6M	5	11.14%	Reduced
594	SIC Schwartz Investment Counsel Plymouth, Michigan	$97.8M	-$5.46M	5	5.23%	Reduced
595	RIM Redpoint Investment Management Sydney, NSW, Australia	$96.9M	+$2M	22	4.87%	Increased
596	Hood River Capital Management Palm Beach Gardens, Florida	$96.8M	-$3.09M	7	4.87%	Reduced
597	Comgest Global Investors Paris, France	$96.4M	-$11.5M	1	2.11%	Reduced
598	PCM Parsons Capital Management Providence, Rhode Island	$96.3M	-$2.02M	12	10.54%	Reduced
599	Associated Banc-Corp Green Bay, Wisconsin	$95.4M	-$9.74M	9	5.5%	Reduced
600	WAM World Asset Management Detroit, Michigan	$94.2M	+$4.94M	39	4.8%	Increased