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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
626	Markel Group Glen Allen, Virginia	$784M	+$21.6K	6	5.97%	Increased
627	CloudAlpha Capital Management Hong Kong	$780M	+$129M	16	22.2%	Increased
628	Cornerstone Investment Partners Atlanta, Georgia	$779M	-$215M	23	26.06%	Reduced
629	Baker Avenue Asset Management San Francisco, California	$778M	+$4.74M	39	14.72%	Increased
630	Park Avenue Securities New York	$776M	+$41.8M	60	4.85%	Increased
631	Jump Financial Chicago, Illinois	$769M	-$83.2M	73	6.18%	Reduced
632	UMB Bank Kansas City, Missouri	$768M	+$8.94M	80	9.73%	Increased
633	Belvedere Trading Chicago, Illinois	$768M	+$429M	17	0.88%	Increased
634	Stratos Wealth Partners Beachwood, Ohio	$763M	+$25.9M	49	7.68%	Increased
635	GJL Gendell Jeffrey L	$761M	-$35.7M	8	6.72%	Reduced
636	Atria Investments Charlotte, North Carolina	$758M	+$3.2M	72	7.6%	Increased
637	John W. Bristol & Co New York	$758M	+$140M	7	11.21%	Increased
638	MC Maplelane Capital New York	$757M	-$173M	11	13.73%	Reduced
639	Jensen Investment Management Lake Oswego, Oregon	$757M	-$353M	9	18.34%	Reduced
640	SteelPeak Wealth Woodland Hills, California	$754M	-$68.8M	30	19.52%	Reduced
641	Mizuho Markets Americas New York	$753M	+$96.4M	29	11.82%	Increased
642	Jasper Ridge Partners Menlo Park, California	$752M	+$610M	6	16.04%	Increased
643	AIA Group Hong Kong	$751M	+$27.2M	29	9.45%	Increased
644	Maryland State Retirement & Pension System Baltimore, Maryland	$751M	+$46.6M	63	12.86%	Increased
645	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$750M	-$11.2M	28	21.32%	Reduced
646	Mission Wealth Management Santa Barbara, California	$749M	+$354M	43	9.16%	Increased
647	GXJ Global X Japan Chiyoda-Ku, Tokyo, Japan	$748M	+$43.7M	43	27.52%	Increased
648	Farther Finance Advisors San Francisco, California	$743M	+$45.6M	119	5.8%	Increased
649	Haverford Trust Company Radnor, Pennsylvania	$743M	+$22M	21	6.41%	Increased
650	HB Wealth Management Atlanta, Georgia	$743M	+$16.7M	61	4.16%	Increased