← 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
751	North Growth Management Vancouver, British Columbia, Canada	$52.9M	+$791K	7	14.8%	Increased
752	Azimuth Capital Management Bloomfield Hills, Michigan	$52.9M	+$5.79M	12	4.05%	Increased
753	MTC McDaniel Terry & Co Austin, Texas	$52.8M	+$3.3M	4	10.22%	Increased
754	Hemenway Trust Hemenway Trust Salem, New Hampshire	$52.4M	-$3.74M	7	10.69%	Reduced
755	Weiss Multi-Strategy Advisers New York	$52.3M	-$3.54M	14	2.18%	Reduced
756	Schonfeld Strategic Advisors New York	$52.2M	+$21.6M	30	2.01%	Increased
757	Pzena Investment Management New York	$52.2M	-$4.85M	6	0.31%	Reduced
758	Dowling & Yahnke San Diego, California	$52.2M	+$3.61M	8	5.41%	Increased
759	TP Theleme Partners London, United Kingdom	$52.1M	+$62.3M	1	2.64%	New
760	Boston Financial Management Boston, Massachusetts	$52.1M	+$715K	7	3.61%	Increased
761	Cookson Peirce & Co Pittsburgh, Pennsylvania	$52M	+$9.6M	4	5.03%	Increased
762	Sumitomo Mitsui Financial Group Tokyo, Japan	$51.9M	+$55M	7	3.28%	Increased
763	CS McKee Pittsburgh, Pennsylvania	$51.8M	-$1.02M	5	5.12%	Reduced
764	MAI Capital Management Independence, Ohio	$51.7M	+$2.81M	15	3.01%	Increased
765	Cortina Asset Management Milwaukee, Wisconsin	$51.4M	+$6.65M	9	3.16%	Increased
766	ARS Investment Partners New York	$51.4M	+$2.48M	9	10.87%	Increased
767	Soma Equity Partners San Francisco, California	$51.3M	+$7.92M	1	6.25%	Increased
768	Zweig-DiMenna Associates New York	$51.3M	-$8.77M	9	5.08%	Reduced
769	NG NatWest Group Edinburgh, Scotland, United Kingdom	$51.2M	-$15.1M	3	11.06%	Reduced
770	Gamble Jones Investment Counsel Pasadena, California	$50.9M	+$2.8M	5	5.12%	Increased
771	Twin Capital Management Mcmurray, Pennsylvania	$50.8M	-$31.8M	8	2.86%	Reduced
772	TAA Turiya Advisors Asia Hong Kong	$50.8M	+$59.5M	1	20.42%	New
773	Campbell Newman Asset Management Milwaukee, Wisconsin	$50.7M	-$3.06M	11	8.82%	Reduced
774	Fuller & Thaler Asset Management San Mateo, California	$50.6M	-$12.9M	14	0.73%	Reduced
775	FTCM Fir Tree Capital Management New York	$50.5M	-$115M	1	3.55%	Reduced