← 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
726	SRAM Stone Ridge Asset Management New York	$55.6M	+$11.9M	41	3.4%	Increased
727	Williams Jones & Associates New York	$55.5M	-$20.4M	13	1.5%	Reduced
728	PP PDT Partners New York	$55.5M	-$14.1M	19	3.1%	Reduced
729	Cullen/Frost Bankers San Antonio, Texas	$55.3M	-$14.2M	15	2.05%	Reduced
730	ACP Ashfield Capital Partners San Francisco, California	$54.9M	+$5.25M	11	7.16%	Increased
731	PFM Parsec Financial Management Asheville, North Carolina	$54.9M	+$1.73M	7	3.98%	Increased
732	GAM Griffin Asset Management New York	$54.8M	+$4.19M	10	9.25%	Increased
733	NPA Nichols & Pratt Advisers Boston, Massachusetts	$54.8M	+$14.3M	6	5.14%	Increased
734	Carson Wealth (CWM LLC) Omaha, Nebraska	$54.7M	+$1.59M	49	1.37%	Increased
735	KIA KCM Investment Advisors Greenbrae, California	$54.7M	+$2.22M	12	3.62%	Increased
736	BC Breakline Capital New York	$54.7M	+$31.8M	11	49.05%	Increased
737	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$54.5M	-$1.98M	19	3.34%	Reduced
738	LCM Logan Capital Management Newtown Square, Pennsylvania	$54.3M	-$1.97M	13	4.29%	Reduced
739	E. Ohman J:or Asset Management Stockholm, Sweden	$54.2M	+$1.28M	20	3.95%	Increased
740	MIG McGuire Investment Group Wakefield, Rhode Island	$54.1M	+$439K	10	20.46%	Increased
741	Yacktman Asset Management Austin, Texas	$54M	+$9.5M	2	0.69%	Increased
742	SPC Stewart & Patten Company Lafayette, California	$53.9M	+$2.3M	5	11.06%	Increased
743	TPI Tesco Pension Investment London, United Kingdom	$53.7M	$0	1	1.6%	Maintained
744	GHA GW Henssler & Associates Kennesaw, Georgia	$53.7M	+$8.09M	4	5.74%	Increased
745	PIMC Praesidium Investment Management Company New York	$53.6M	+$476K	1	4.49%	Increased
746	BTP Bloom Tree Partners New York	$53.5M	+$37.5M	2	4.35%	Increased
747	MCP Moab Capital Partners Southampton, New York	$53.3M	+$906K	1	12.58%	Increased
748	RegentAtlantic Capital Morristown, New Jersey	$53.2M	-$1.62M	16	4.51%	Reduced
749	OCM Osterweis Capital Management San Francisco, California	$53.2M	+$12.4M	3	4.09%	Increased
750	TCOV Trust Company of Vermont Brattleboro, Vermont	$53.1M	+$1.88M	28	5.14%	Increased