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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
726	Trillium Asset Management Boston, Massachusetts	$614M	-$244M	20	18.87%	Reduced
727	MGO One Seven Beachwood, Ohio	$613M	+$75.4M	50	10.13%	Increased
728	ACM AIGH Capital Management Baltimore, Maryland	$612M	+$57.2M	6	38.59%	Increased
729	Reinhart Partners Mequon, Wisconsin	$611M	-$288M	5	13.95%	Reduced
730	Westwood Holdings Group Dallas, Texas	$610M	-$171M	33	4.6%	Reduced
731	Perigon Wealth Management San Francisco, California	$609M	+$5.61M	58	9.59%	Increased
732	Douglas Lane & Associates New York	$608M	-$21.7M	19	8.25%	Reduced
733	GIM Generate Investment Management Auckland, New Zealand	$607M	-$281M	15	24.98%	Reduced
734	Vestmark Advisory Solutions Wakefield, Massachusetts	$605M	+$7.53M	63	5.69%	Increased
735	Madison Asset Management Madison, Wisconsin	$605M	-$36.9M	18	7.21%	Reduced
736	PGGM Investments Zeist, Netherlands	$604M	+$92.3M	5	14.87%	Increased
737	Capital International Los Angeles, California	$604M	+$63.4M	13	19.71%	Increased
738	Kovitz Investment Group Partners Chicago, Illinois	$601M	-$205M	30	13.32%	Reduced
739	Hancock Whitney Gulfport, Mississippi	$599M	+$8.41M	40	9.98%	Increased
740	Ameritas Investment Partners Lincoln, Nebraska	$598M	+$8.68M	92	15.94%	Increased
741	Stephens Inc Little Rock, Arkansas	$596M	-$5.96M	52	6.68%	Reduced
742	ORI Oak Ridge Investments Chicago, Illinois	$596M	+$117M	20	33.7%	Increased
743	APC Alta Park Capital San Francisco, California	$594M	+$85.6M	12	54.46%	Increased
744	Nippon Life Global Investors Americas New York	$594M	+$45.7M	14	23.62%	Increased
745	Sit Investment Associates Minneapolis, Minnesota	$590M	-$11.1M	23	11.17%	Reduced
746	NP NS Partners London, United Kingdom	$588M	+$64.9M	13	25.24%	Increased
747	M Mirova Paris, France	$588M	+$17M	11	21.71%	Increased
748	NI Noked Israel Ramat Hasharon, Israel	$586M	-$108M	3	60.41%	Reduced
749	AGUR Provident & Training Funds Management Tel Aviv, Israel	$586M	+$53.2M	5	3.17%	New
750	Envestnet Portfolio Solutions Chicago, Illinois	$584M	+$43.5M	51	2.79%	Increased