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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	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$145M	+$2.86M	7	8.68%	Increased
602	Meyer Handelman Company Rye Brook, New York	$145M	-$2.54M	9	6.06%	Reduced
603	Congress Wealth Management Boston, Massachusetts	$143M	-$6.1M	28	3.68%	Reduced
604	Atria Investments Charlotte, North Carolina	$142M	+$6.79M	23	2.92%	Increased
605	SGCM Sand Grove Capital Management London, United Kingdom	$142M	+$3.41M	2	13.55%	Increased
606	Stonehage Fleming Financial Services St. Helier, Jersey	$142M	-$1.09M	5	10.74%	Reduced
607	MIM Meridiem Investment Management London, United Kingdom	$142M	+$597K	3	4.39%	Increased
608	Stephens Inc Little Rock, Arkansas	$142M	+$14.6M	35	2.9%	Increased
609	TCM Tybourne Capital Management Hong Kong	$141M	-$76.3M	4	14.08%	Reduced
610	PFS Investments Duluth, Georgia	$140M	+$6.78M	20	2.62%	Increased
611	Quilter Plc London, United Kingdom	$140M	+$3.51M	5	4.59%	Increased
612	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$140M	-$31.3M	2	6.2%	Reduced
613	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$139M	+$5.71M	1	16.82%	Increased
614	Vanguard Personalized Indexing Management Oakland, California	$139M	+$2.41M	47	5.73%	Increased
615	Abeille Asset Management France	$138M	+$34M	5	4.91%	Increased
616	TIM Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$138M	+$4.54M	6	18.22%	Increased
617	Border to Coast Pensions Partnership Leeds, United Kingdom	$138M	-$3.13M	4	4.43%	Reduced
618	MAMU Marathon Asset Management (UK) London, United Kingdom	$137M	-$4.35M	4	3.7%	Reduced
619	CAM Contour Asset Management New York	$137M	+$60.8M	3	8.46%	Increased
620	SIC Schwartz Investment Counsel Plymouth, Michigan	$137M	+$7.65M	5	6.21%	Increased
621	VARA Value Aligned Research Advisors Princeton, New Jersey	$134M	+$133M	13	60.85%	New
622	E Fund Management Guangzhou, China	$134M	+$7.72M	23	11.15%	Increased
623	E. Ohman J:or Asset Management Stockholm, Sweden	$134M	-$8.1M	25	5.83%	Reduced
624	Carson Wealth (CWM LLC) Omaha, Nebraska	$133M	+$9.73M	92	0.98%	Increased
625	FAS Formuepleje A/S Aarhus C, Denmark	$132M	+$39.4M	6	11.09%	Increased