← 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
626	Trillium Asset Management Boston, Massachusetts	$84M	+$7.76K	11	4.05%	Increased
627	ZDA Zweig-DiMenna Associates New York	$83.7M	+$13.1M	11	7.95%	Increased
628	PPCM Pillar Pacific Capital Management Pacifica, California	$82.5M	+$393K	23	9.22%	Increased
629	FCI Financial Counselors Inc Overland Park, Kansas	$82.2M	+$3.17M	17	3.34%	Increased
630	Picton Mahoney Asset Management Toronto, Ontario, Canada	$82.2M	+$5.33M	7	5.64%	Increased
631	VM Valinor Management New York	$82.2M	+$8.24M	1	4.94%	Increased
632	SDJVC St. Denis J. Villere & Co New Orleans, Louisiana	$82.1M	+$70.8M	2	5.04%	Increased
633	UMB Bank Kansas City, Missouri	$82M	-$3.05M	10	2.01%	Reduced
634	RNC Capital Management Los Angeles, California	$81.8M	-$59M	10	5.68%	Reduced
635	Heritage Investors Management Corp Bethesda, Maryland	$81.7M	-$1.23M	7	4.7%	Reduced
636	Dana Investment Advisors Waukesha, Wisconsin	$81.4M	-$4.32M	8	4.02%	Reduced
637	Första AP-fonden Stockholm, Sweden	$81M	-$1.01M	3	3.64%	Reduced
638	Synovus Financial Columbus, Georgia	$80.8M	+$5.71M	40	1.21%	Increased
639	IFM Investors Melbourne, Australia	$80.7M	+$5.21M	22	4.58%	Increased
640	CFM Coronation Fund Managers Cape Town, South Africa	$80.6M	-$20.8M	6	2.95%	Reduced
641	Eventide Asset Management Boston, Massachusetts	$80.4M	-$1.11M	4	2.45%	Reduced
642	Tudor Investment Corp Stamford, Connecticut	$80.1M	+$6.05M	41	2.28%	Increased
643	AAM AO Asset Management New York	$79.8M	+$2.21M	3	8.24%	Increased
644	AIP ARS Investment Partners New York	$79.8M	-$15.8M	9	13.41%	Reduced
645	NPIC Neumeier Poma Investment Counsel Carmel, California	$79.5M	-$17.4M	4	6.58%	Reduced
646	AIC AWM Investment Company New York	$79.4M	-$7.56M	12	15.18%	Reduced
647	Intermede Investment Partners London, United Kingdom	$79.4M	+$7.13M	1	4.7%	Increased
648	MML Investors Services Springfield, Massachusetts	$79.3M	+$2.12M	39	1.14%	Increased
649	AC Alleghany Corporation New York	$79.2M	-$5.82M	1	4.11%	Reduced
650	Third Point New York	$78.6M	$0	1	0.92%	Maintained