← 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
651	F.L. Putnam Investment Management Lynnfield, Massachusetts	$120M	-$56.6M	16	4.38%	Reduced
652	Cambiar Investors Denver, Colorado	$120M	+$1.95M	8	5.48%	Increased
653	Raymond James Trust St. Petersburg, Florida	$120M	+$585K	30	4.04%	Increased
654	GF Greenhouse Funds Baltimore, Maryland	$120M	+$12.4M	3	10.94%	Increased
655	Ameritas Investment Partners Lincoln, Nebraska	$120M	-$1.11M	80	4.79%	Reduced
656	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$119M	-$9.84M	15	6.11%	Reduced
657	Optiver Holding Amsterdam, Netherlands	$119M	-$6.56M	14	0.12%	Reduced
658	MIM Marco Investment Management Atlanta, Georgia	$119M	-$4.81M	15	13.85%	Reduced
659	LCM Logan Capital Management Newtown Square, Pennsylvania	$118M	-$3.17M	23	6.08%	Reduced
660	TCTC Holdings Dallas, Texas	$118M	-$337K	16	4.79%	Reduced
661	TIAA FSB Jacksonville, Florida	$117M	-$19M	22	0.46%	Reduced
662	MLICM Metropolitan Life Insurance Company (MetLife) New York	$116M	-$4.42M	64	5.2%	Reduced
663	DP Dearborn Partners Chicago, Illinois	$116M	-$835K	11	4.67%	Reduced
664	CIP Champlain Investment Partners Burlington, Vermont	$116M	-$3.02M	1	0.74%	Reduced
665	TAM Thematics Asset Management Paris, France	$116M	+$114M	7	7.01%	New
666	Curi RMB Capital Chicago, Illinois	$115M	+$807K	18	4.08%	Increased
667	RNC Capital Management Los Angeles, California	$114M	-$3.18M	12	6.36%	Reduced
668	SCA Snowden Capital Advisors New York	$113M	-$7.66M	41	4.71%	Reduced
669	EULAV Asset Management Sarasota, Florida	$112M	-$15M	8	4.81%	Reduced
670	Williams Jones Wealth Management New York	$112M	-$2.76M	20	1.87%	Reduced
671	Salem Investment Counselors Winston Salem, North Carolina	$111M	+$1.42M	37	4.77%	Increased
672	Associated Banc-Corp Green Bay, Wisconsin	$111M	-$3.65M	11	4.63%	Reduced
673	Dana Investment Advisors Waukesha, Wisconsin	$111M	+$444K	20	5.82%	Increased
674	CA Cornerstone Advisors Asheville, North Carolina	$111M	-$4.85M	11	5.46%	Reduced
675	MIG McGuire Investment Group Wakefield, Rhode Island	$110M	+$1.08M	12	23.83%	Increased