← 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	Credit Agricole Montrouge Cedex, France	$59.6M	-$6.88M	21	3.37%	Reduced
702	SCM Stevens Capital Management Radnor, Pennsylvania	$59.1M	-$28.5M	19	3.04%	Reduced
703	AW ACG Wealth Atlanta, Georgia	$59.1M	+$4.25M	7	9.05%	Increased
704	Raymond James Trust St. Petersburg, Florida	$58.9M	+$869K	21	3.79%	Increased
705	FFA First Foundation Advisors Irvine, California	$58.9M	+$20.9M	12	3.72%	Increased
706	AR Advisory Research Chicago, Illinois	$58.9M	-$9.43M	13	1.25%	Reduced
707	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$58.8M	+$27.3M	11	2.18%	Increased
708	Trexquant Investment Stamford, Connecticut	$58.6M	+$5.19M	39	3.66%	Increased
709	PP Patten & Patten Chattanooga, Tennessee	$58.5M	+$3.88M	11	7.17%	Increased
710	HP Hikari Power Tokyo, Japan	$58.4M	+$30M	4	6.57%	Increased
711	AL Arnhold LLC New York	$58.2M	+$7.48M	8	10.85%	Increased
712	IFM Investors Melbourne, Australia	$58.2M	+$5.7M	22	4.7%	Increased
713	ELI Empire Life Investments Toronto, Ontario, Canada	$58M	+$2.76M	5	5.22%	Increased
714	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$57.9M	+$5.03M	9	7.09%	Increased
715	NI Nuance Investments Kansas City, Missouri	$57.8M	-$4.61M	2	3.89%	Reduced
716	HAM Harber Asset Management Asheville, North Carolina	$57.5M	+$30.1M	6	16.34%	Increased
717	Altshuler Shaham Tel Aviv, Israel	$57.5M	+$12.5M	13	2.53%	Increased
718	FA Friess Associates Greenville, Delaware	$57.4M	-$76.8M	4	4.91%	Reduced
719	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$57.4M	+$1.24M	11	7.62%	Increased
720	CAM Cacti Asset Management Atlanta, Georgia	$57.2M	$0	3	5.02%	Maintained
721	MNBTD Moody National Bank Trust Division Galveston, Texas	$57.1M	-$298K	38	1.62%	Reduced
722	TGA Trilogy Global Advisors Winter Park, Florida	$57M	-$9.34M	2	8.01%	Reduced
723	ANI American National Insurance Galveston, Texas	$56.1M	$0	11	3.28%	Maintained
724	Salem Investment Counselors Winston Salem, North Carolina	$55.8M	-$481K	8	7.03%	Reduced
725	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$55.8M	-$42M	3	2.61%	Reduced