← 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
701	Ziegler Capital Management Chicago, Illinois	$40.8M	+$40.7M	21	4.37%	New
702	Smith Group Asset Management Dallas, Texas	$40.6M	+$39.5M	7	1.76%	New
703	SCM Suffolk Capital Management New York	$40.6M	+$38.8M	9	5.85%	New
704	Saratoga Research & Investment Management Saratoga, California	$40.5M	+$40.2M	1	4.76%	New
705	NCM Newgate Capital Management Greenwich, Connecticut	$40.4M	+$41M	2	5.63%	New
706	Stratton Management King Of Prussia, Pennsylvania	$40.4M	+$40M	7	2.34%	New
707	Willis Investment Counsel Gainesville, Georgia	$40.3M	+$39.9M	4	4.6%	New
708	Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$40.2M	+$40.5M	7	3.55%	New
709	Oaktree Capital Management Los Angeles, California	$40.1M	+$39.5M	2	0.81%	New
710	First Mercantile Trust Cordova, Tennessee	$40.1M	+$40.4M	37	3.42%	New
711	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$40.1M	+$40.5M	2	2.54%	New
712	Nichols & Pratt Advisers Boston, Massachusetts	$40M	+$39.9M	5	4.18%	New
713	DSI Daiwa SB Investments Tokyo, Japan	$40M	+$39.3M	9	6.78%	New
714	Ally Financial Detroit, Michigan	$39.8M	+$40M	4	3.92%	New
715	RS Investment Management San Francisco, California	$39.8M	+$38M	7	0.29%	New
716	Pzena Investment Management New York	$39.5M	+$33.8M	2	0.26%	New
717	Stephens Investment Management Group Houston, Texas	$39.4M	+$39.3M	7	2.35%	New
718	QCM Quaker Capital Management Canonsburg, Pennsylvania	$39.3M	+$40.1M	1	4.26%	New
719	TCSAM Tyrus Capital S.A.M. Monaco	$39M	+$38M	1	8.02%	New
720	AFG American Financial Group Cincinnati, Ohio	$38.7M	+$38.2M	3	3.44%	New
721	Heritage Investors Management Corp Bethesda, Maryland	$38.6M	+$38.2M	4	3.81%	New
722	Martin Currie Edinburgh, United Kingdom	$38.5M	+$38.7M	1	4.19%	New
723	National Penn Investors Trust Wyomissing, Pennsylvania	$38.3M	+$38.5M	6	4.9%	New
724	Adams Diversified Equity Fund Baltimore, Maryland	$38.2M	+$39M	2	3.04%	New
725	PM Platinum Management New York	$38.2M	+$37.5M	6	13.43%	New