← 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
801	Clifford Swan Investment Counsel Pasadena, California	$55.5M	+$232K	8	3.36%	Increased
802	GCIA Gabelli & Co Investment Advisers Rye, New York	$55.3M	-$2.96M	4	6.38%	Reduced
803	F.L. Putnam Investment Management Lynnfield, Massachusetts	$55.2M	+$52.4M	11	5.26%	New
804	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$55.1M	+$289K	4	3.93%	Increased
805	BCM Brigade Capital Management New York	$55.1M	+$8.79M	2	4.48%	Increased
806	CPM Crescent Park Management East Palo Alto, California	$55M	-$14M	1	10.09%	Reduced
807	PFU Parus Finance (UK) London, United Kingdom	$55M	-$10.7M	2	9.65%	Reduced
808	Capital International Sarl Los Angeles, California	$55M	+$1.22M	8	4.57%	Increased
809	TPI Tesco Pension Investment London, United Kingdom	$54.7M	$0	1	1.57%	Maintained
810	Heritage Investors Management Corp Bethesda, Maryland	$54.5M	+$3.79M	5	3.51%	Increased
811	Intermede Investment Partners London, United Kingdom	$54.5M	+$727K	1	4.99%	Increased
812	FTCM First Trust Capital Management Chicago, Illinois	$54.4M	-$21.8M	1	8.45%	Reduced
813	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$54.4M	+$1.2M	18	4.32%	Increased
814	QAM QCI Asset Management Pittsford, New York	$54.2M	-$4.24M	17	6.03%	Reduced
815	Stephens Inc Little Rock, Arkansas	$54M	-$2.27M	19	1.95%	Reduced
816	KIP Kayak Investment Partners San Francisco, California	$54M	-$26.4M	4	27.49%	Reduced
817	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$53.9M	-$1.3M	2	10.27%	Reduced
818	Catalyst Capital Advisors Huntington, New York	$53.7M	-$8.78M	16	2.35%	Reduced
819	ELC Edgar Lomax Company Kingstowne, Virginia	$53.7M	-$4.43M	3	3.79%	Reduced
820	SCM Sanoor Capital Management Greenwich, Connecticut	$53.4M	-$3.11M	2	25.51%	Reduced
821	OCM Osterweis Capital Management San Francisco, California	$53.4M	+$11.9M	3	4%	Increased
822	SCM Sandler Capital Management New York	$53.3M	+$13.9M	5	6.64%	Increased
823	Ancora Advisors Cleveland, Ohio	$53.1M	+$8.47M	15	3.08%	Increased
824	LSA L & S Advisors Los Angeles, California	$53.1M	-$2.6M	11	8.88%	Reduced
825	AC Argentiere Capital Zug, Switzerland	$53.1M	+$4.14M	2	20.44%	Increased