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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
601	HP Harvey Partners Tarrytown, New York	$127M	+$59.5M	5	18.65%	Increased
602	Bowen Hanes & Co Ponte Vedra Beach, Florida	$127M	-$21.5M	8	4.93%	Reduced
603	Johnson Investment Counsel Cincinnati, Ohio	$126M	-$6.56M	25	1.87%	Reduced
604	FFM FengHe Fund Management Singapore	$126M	+$71.7M	4	31.99%	Increased
605	MAMU Marathon Asset Management (UK) London, United Kingdom	$125M	-$121M	4	3.74%	Reduced
606	Banco Santander Madrid, Spain	$125M	-$3.11M	18	1.67%	Reduced
607	Exchange Traded Concepts Oklahoma City, Oklahoma	$125M	-$7.06M	38	4.1%	Reduced
608	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$124M	-$850K	11	13.98%	Reduced
609	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$124M	-$80.4M	3	15.37%	Reduced
610	EULAV Asset Management Sarasota, Florida	$124M	-$19.4M	8	5.48%	Reduced
611	Meag Munich Ergo Munich, Germany	$123M	+$5.19M	12	7.45%	Increased
612	Wealthfront Advisers Palo Alto, California	$122M	+$3.22M	26	0.65%	Increased
613	E. Ohman J:or Asset Management Stockholm, Sweden	$122M	+$14M	23	5.58%	Increased
614	SteelPeak Wealth Woodland Hills, California	$122M	+$51.5K	18	9.08%	Increased
615	Atalanta Sosnoff Capital New York	$122M	-$87.8M	7	3.84%	Reduced
616	OCM Osterweis Capital Management San Francisco, California	$122M	+$32.3M	11	9.13%	Increased
617	Covington Capital Management Los Angeles, California	$121M	+$1.03M	39	5.24%	Increased
618	Vanguard Personalized Indexing Management Oakland, California	$121M	+$7.55M	50	5.49%	Increased
619	TIM Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$121M	+$22M	6	17.32%	Increased
620	Tudor Investment Corp Stamford, Connecticut	$121M	+$44.3M	35	2.61%	Increased
621	Axiom Investors Greenwich, Connecticut	$121M	-$46.4M	4	2.53%	Reduced
622	Geneva Capital Management Milwaukee, Wisconsin	$120M	+$3.69M	6	2.78%	Increased
623	TIAA FSB Jacksonville, Florida	$120M	+$14.6M	24	0.52%	Increased
624	PFS Investments Duluth, Georgia	$120M	+$1.76M	19	2.18%	Increased
625	SIC Schwartz Investment Counsel Plymouth, Michigan	$119M	+$11.8M	4	6.13%	Increased