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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
976	Geneva Capital Management Milwaukee, Wisconsin	$359M	-$109M	5	8.23%	Reduced
977	Hamlin Capital Management New York	$358M	-$39.8M	2	8.05%	Reduced
978	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$357M	-$1.04M	21	9.54%	Reduced
979	TAM Telemark Asset Management Boston, Massachusetts	$357M	-$22.7M	9	25.78%	Reduced
980	Private Advisory Group Redmond, Washington	$355M	+$32.2M	21	19.18%	Increased
981	Wilkinson Global Asset Management New York	$355M	-$93.8M	9	28.23%	Reduced
982	IBEX Wealth Advisors Bedminster, New Jersey	$355M	+$37.3M	15	27.82%	Increased
983	Boston Common Asset Management Boston, Massachusetts	$354M	-$6.05M	12	21%	Reduced
984	Insight Holdings Group New York	$353M	+$3.42M	11	26.83%	Increased
985	Franklin Street Advisors Chapel Hill, North Carolina	$353M	+$32.3M	17	19.72%	Increased
986	Venturi Wealth Management Austin, Texas	$353M	-$533K	35	13.65%	Reduced
987	Nishkama Capital LLC Dorado, Puerto Rico	$353M	-$3.58M	12	10.87%	Reduced
988	AQR Arbitrage Greenwich, Connecticut	$353M	+$80.9M	4	5.02%	Increased
989	Hawk Ridge Capital Management Los Angeles, California	$352M	-$41.3M	2	11.29%	Reduced
990	Meeder Advisory Services Dublin, Ohio	$352M	+$16.8M	45	12.87%	Increased
991	Maple Capital Management Montpelier, Vermont	$352M	+$2.52M	12	20.88%	Increased
992	Y-Intercept (HK) Hong Kong	$352M	-$55.4M	58	6.96%	Reduced
993	Naples Global Advisors Naples, Florida	$351M	-$9.29M	22	21.66%	Reduced
994	BCH Berkshire Capital Holdings San Jose, California	$350M	+$28.2M	37	75.8%	Increased
995	Philadelphia Trust Company Philadelphia, Pennsylvania	$350M	-$14.8M	19	22.47%	Reduced
996	Inspire Investing Meridian, Idaho	$350M	+$54.1M	60	14.38%	Increased
997	Blackstone Inc New York	$349M	-$39.8M	33	0.9%	Reduced
998	Logan Capital Management Newtown Square, Pennsylvania	$348M	+$287M	23	12.94%	New
999	OneDigital Investment Advisors Overland Park, Kansas	$347M	+$7.5M	56	2.93%	Increased
1000	GTS Securities Miami, Florida	$347M	+$67.1M	52	7.31%	Increased