← 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	DP Dundas Partners Edinburgh, United Kingdom	$63.5M	-$5.51M	5	14.84%	Reduced
727	Private Advisor Group Morristown, New Jersey	$63.4M	+$3.87M	33	1.15%	Increased
728	RAM RWC Asset Management London, United Kingdom	$63.3M	+$5M	3	2.78%	Increased
729	Fuller & Thaler Asset Management San Mateo, California	$63.1M	+$1.39M	11	0.73%	Increased
730	WM WS Management Jacksonville, Florida	$63.1M	-$12.8M	2	4.09%	Reduced
731	NG NatWest Group Edinburgh, Scotland, United Kingdom	$63M	+$788K	3	11.51%	Increased
732	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$62.8M	-$2.29M	16	4.68%	Reduced
733	Central Trust Company Jefferson City, Missouri	$62.7M	-$2.91M	29	3.57%	Reduced
734	Freestone Capital Holdings Seattle, Washington	$62.6M	-$7.59M	14	1.6%	Reduced
735	CAM Cacti Asset Management Atlanta, Georgia	$62.2M	-$60.8K	3	4.79%	Reduced
736	TC Tairen Capital Hong Kong	$62.2M	-$218M	8	12.01%	Reduced
737	FFA First Foundation Advisors Irvine, California	$62.1M	-$2.83M	12	3.48%	Reduced
738	MNBTD Moody National Bank Trust Division Galveston, Texas	$62M	-$4.04M	12	1.76%	Reduced
739	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$61.9M	-$6.19M	24	3.3%	Reduced
740	Banco Santander Madrid, Spain	$61.8M	-$35.7M	8	0.63%	Reduced
741	ACP Ashfield Capital Partners San Francisco, California	$61.8M	-$4.96M	10	6.18%	Reduced
742	Guinness Asset Management London, United Kingdom	$61.6M	+$4.43M	7	9.99%	Increased
743	TBC Tweedy, Browne Co Stamford, Connecticut	$61.2M	-$371K	1	2.16%	Reduced
744	ANI American National Insurance Galveston, Texas	$61.2M	-$3.68M	11	3.26%	Reduced
745	NMC Nine Masts Capital Central, Hong Kong	$61.2M	+$16.6M	5	8.76%	Increased
746	NGM North Growth Management Vancouver, British Columbia, Canada	$61M	+$2.12M	6	15.11%	Increased
747	JCM Jag Capital Management St Louis, Missouri	$60.9M	+$1M	8	6.87%	Increased
748	PP Patten & Patten Chattanooga, Tennessee	$60.9M	-$772K	12	6.59%	Reduced
749	Yacktman Asset Management Austin, Texas	$60.8M	-$907K	2	0.73%	Reduced
750	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$60.7M	-$2.99M	5	4.76%	Reduced