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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
826	Reynders McVeigh Capital Management Boston, Massachusetts	$492M	-$1.09M	21	21.76%	Reduced
827	Canada Post Corporation Pension Plan Toronto, Canada	$489M	+$15.9M	27	17.07%	Increased
828	Donaldson Capital Management Evansville, Indiana	$488M	+$35.4M	21	13.95%	Increased
829	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$487M	+$156M	28	9.25%	Increased
830	Moore Capital Management New York	$485M	+$131M	28	7.2%	Increased
831	AIIMS Analyst IMS Investment Management Services Tel-Aviv, Israel	$483M	+$185M	14	11.22%	Increased
832	Commerzbank Aktiengesellschaft Frankfurt, Germany	$481M	-$75.1M	28	9.62%	Reduced
833	GUB Golden Unicorn BVI Road Town,	$481M	-$14.9M	3	60.71%	Reduced
834	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$480M	+$9.32M	43	5.63%	Increased
835	SPC Stony Point Capital New York	$479M	+$56.5M	6	31.14%	Increased
836	Clearstead Advisors Cleveland, Ohio	$479M	+$109M	93	4.52%	Increased
837	Fisher Funds Management Auckland, New Zealand	$477M	+$17.3M	19	13.55%	Increased
838	Daymark Wealth Partners Cincinnati, Ohio	$476M	+$33.8M	35	11.61%	Increased
839	Adell Harriman & Carpenter Houston, Texas	$475M	-$13.9M	14	24.33%	Reduced
840	VY Capital Management Company Dubai, United Arab Emirates	$474M	+$505M	1	1.01%	New
841	Bragg Financial Advisors Charlotte, North Carolina	$474M	-$59.8M	20	12.69%	Reduced
842	Kornitzer Capital Management Shawnee Mission, Kansas	$473M	+$7.18M	46	9.88%	Increased
843	RWA Wealth Partners Newton, Massachusetts	$473M	+$1.51M	29	4.53%	Increased
844	Tremblant Capital Group West Palm Beach, Florida	$472M	+$150M	4	13.55%	Increased
845	Wealthspire Advisors (New York) New York	$469M	+$266M	38	2.58%	Increased
846	SCA Snowden Capital Advisors New York	$467M	-$9.11M	54	11.04%	Reduced
847	Crake Asset Management London, United Kingdom	$467M	-$276M	3	11.18%	Reduced
848	Vestcor Inc Fredericton, New Brunswick, Canada	$467M	+$21.5M	50	11.54%	Increased
849	Empirical Finance Havertown, Pennsylvania	$464M	-$503K	26	19.3%	Reduced
850	Heard Capital LLC Chicago, Illinois	$464M	-$6.91M	3	19.87%	Reduced