← 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	Stonehage Fleming Financial Services St. Helier, Jersey	$139M	-$11.6M	7	10.7%	Reduced
577	Chartwell Investment Partners Berywn, Pennsylvania	$139M	-$7.03M	28	5.89%	Reduced
578	Credit Agricole Montrouge Cedex, France	$138M	+$2.16M	32	2.62%	Increased
579	Meyer Handelman Company Rye Brook, New York	$138M	-$129K	9	6.39%	Reduced
580	Andra AP-fonden Goteborg, Sweden	$138M	-$5.18M	24	4.53%	Reduced
581	South Dakota Investment Council Sioux Falls, South Dakota	$138M	+$23.1M	27	3.33%	Increased
582	MC Metropolis Capital Amersham, United Kingdom	$138M	-$54.5M	1	8.15%	Reduced
583	Kentucky Retirement Systems Frankfort, Kentucky	$138M	+$7.46M	24	5.85%	Increased
584	FCI Financial Counselors Inc Overland Park, Kansas	$138M	+$5.61M	22	3.4%	Increased
585	AC Albar Capital London, United Kingdom	$138M	+$112M	12	32.92%	Increased
586	Congress Wealth Management Boston, Massachusetts	$135M	-$8.43M	29	3.65%	Reduced
587	MIM Meridiem Investment Management London, United Kingdom	$135M	-$108M	2	4.56%	Reduced
588	Elo Mutual Pension Insurance Espoo, Finland	$135M	-$8.82M	24	5.09%	Reduced
589	Steward Partners Investment Advisory New York	$134M	-$31.6M	69	2.51%	Reduced
590	Pathstone Family Office Englewood, New Jersey	$134M	+$18.3M	42	2.56%	Increased
591	SW SVB Wealth Boston, Massachusetts	$134M	+$11.2M	31	1.96%	Increased
592	Jericho Capital Asset Management New York	$134M	+$1.82M	2	8.48%	Increased
593	Synovus Financial Columbus, Georgia	$133M	+$2.05M	33	1.63%	Increased
594	RG Renaissance Group Covington, Kentucky	$131M	-$44.9M	21	7.05%	Reduced
595	ACB Aristotle Capital Boston Boston, Massachusetts	$131M	-$12.1M	5	4.43%	Reduced
596	TAM Timucuan Asset Management Jacksonville, Florida	$128M	+$24.5M	1	6.14%	Increased
597	Prudential plc London, England, United Kingdom	$128M	+$13.3M	30	2.03%	Increased
598	Evercore Wealth Management New York	$128M	+$2.45M	15	2.89%	Increased
599	Quilter Plc London, United Kingdom	$128M	-$6.13M	5	4.59%	Reduced
600	SoftBank Group Tokyo, Japan	$128M	$0	1	1.89%	Maintained