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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
801	MIM Meridiem Investment Management London, United Kingdom	$517M	-$102M	5	13.88%	Reduced
802	TAM Talos Asset Management New York	$516M	-$30.1M	17	73.32%	Reduced
803	Dana Investment Advisors Waukesha, Wisconsin	$515M	-$8.17M	32	13.4%	Reduced
804	Parallax Volatility Advisers San Francisco, California	$514M	+$213M	25	0.87%	Increased
805	SI Sava Infond Maribor, Slovenia	$513M	+$173M	22	36.39%	Increased
806	Advisors Asset Management Monument, Colorado	$512M	-$24.7M	71	7.81%	Reduced
807	Covea Finance Paris, France	$512M	+$52.6M	18	16.17%	Increased
808	SCM Suvretta Capital Management New York	$511M	+$101M	6	9.34%	Increased
809	MFAM Motley Fool Asset Management Alexandria, Virginia	$510M	-$9.93M	14	19.67%	Reduced
810	Group One Trading Chicago, Illinois	$509M	-$7.16M	67	0.72%	Reduced
811	TCM Thames Capital Management Roseland, New Jersey	$509M	+$170M	22	41.85%	Increased
812	ZDA Zweig-DiMenna Associates New York	$508M	+$43M	18	46.12%	Increased
813	First Financial Bankshares Abilene, Texas	$507M	-$24.4M	11	9.49%	Reduced
814	TSAM Trinity Street Asset Management London, United Kingdom	$505M	-$2.55M	3	26.03%	Reduced
815	Engineers Gate Manager New York	$505M	-$109M	87	6.55%	Reduced
816	Leonteq Securities AG Zurich, Switzerland	$505M	-$76.2M	65	17.34%	Reduced
817	Associated Banc-Corp Green Bay, Wisconsin	$504M	-$14.8M	21	11.98%	Reduced
818	JWCA J.W. Cole Advisors Tampa, Florida	$504M	+$113M	53	8.65%	Increased
819	GAMCO Investors Greenwich, Connecticut	$504M	+$2.09M	31	4.52%	Increased
820	Parallel Advisors San Francisco, California	$503M	+$24.5M	106	7.67%	Increased
821	Smith Salley Wealth Management Greensboro, North Carolina	$502M	-$8.44M	21	21.81%	Reduced
822	Coldstream Capital Management Bellevue, Washington	$502M	-$44.8M	62	6.29%	Reduced
823	Allianz Munich, Germany	$501M	+$27.2M	35	5.28%	Increased
824	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$495M	-$30.4M	23	16.69%	Reduced
825	Calamos Wealth Management Naperville, Illinois	$494M	+$20.9M	25	14.91%	Increased