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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
676	Peregrine Capital Management Minneapolis, Minnesota	$110M	-$2.85M	13	3.44%	Reduced
677	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$110M	+$4.53M	9	1.67%	Increased
678	Hantz Financial Services Southfield, Michigan	$109M	+$4.39M	35	3.3%	Increased
679	Sustainable Growth Advisers Stamford, Connecticut	$109M	-$5.33M	1	0.71%	Reduced
680	CS Central Securities New York	$109M	+$1.56M	4	14.11%	Increased
681	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$109M	-$5.05M	37	3.06%	Reduced
682	ACM Argent Capital Management St Louis, Missouri	$109M	+$17.5M	8	3.92%	Increased
683	IEQ Capital Foster City, California	$109M	+$5.78M	34	3.05%	Increased
684	DFO Duquesne Family Office New York	$109M	+$104M	3	5.39%	Increased
685	MUFG Securities EMEA London, United Kingdom	$109M	+$99M	16	1.79%	Increased
686	Capital International Sarl Los Angeles, California	$109M	+$15.9M	13	7.64%	Increased
687	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$108M	-$2.99M	4	15.41%	Reduced
688	LI LMCG Investments Boston, Massachusetts	$108M	+$2.12M	25	7.55%	Increased
689	E Ergoteles New York	$108M	-$10.2M	41	3.97%	Reduced
690	Washington Trust Westerly, Rhode Island	$107M	-$7.63M	27	4.99%	Reduced
691	Advisory Services Network Atlanta, Georgia	$107M	+$7.33M	92	3.28%	Increased
692	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$107M	-$2.85M	14	7.83%	Reduced
693	Old National Bancorp Evansville, Indiana	$107M	-$1.69M	24	3.34%	Reduced
694	CET Clean Energy Transition London, United Kingdom	$107M	+$29.7M	1	17.01%	Increased
695	WGAM Wilkinson Global Asset Management New York	$106M	+$13.3M	7	8.84%	Increased
696	Douglass Winthrop Advisors New York	$106M	+$1.41M	12	2.91%	Increased
697	New Mexico Educational Retirement Board Santa Fe, New Mexico	$106M	-$7.59M	41	5.71%	Reduced
698	EP Wealth Advisors Torrance, California	$106M	+$22.8M	27	1.9%	Increased
699	Gradient Investments Arden Hills, Minnesota	$105M	+$4.46M	37	3.32%	Increased
700	Brandes Investment Partners La Jolla, California	$105M	+$17.8M	4	2.95%	Increased