← 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
1026	Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$330M	-$3.77M	22	17.06%	Reduced
1027	Perseverance Asset Management International George Town, Cayman Islands	$330M	-$11.7M	4	33.73%	Reduced
1028	Wahed Invest New York	$329M	+$91.3M	27	34.35%	Increased
1029	Westpac Banking Corp Sydney, Australia	$328M	+$3.65M	32	20.2%	Increased
1030	Lyell Wealth Management Menlo Park, California	$327M	-$1.74M	19	20.07%	Reduced
1031	SH Spear Holdings Dubai, United Arab Emirates	$327M	+$96.2M	4	19.48%	Increased
1032	PO PBCay One Dubai, United Arab Emirates	$327M	+$96.1M	4	18.76%	Increased
1033	Hoey Investments Coatesville, Pennsylvania	$326M	+$16M	29	42.04%	Increased
1034	VestGen Advisors Inverness, Illinois	$325M	-$21.6M	53	9.48%	Reduced
1035	Strategy Capital Los Altos, California	$324M	-$6.6M	2	19.95%	Reduced
1036	Maj Invest Holding A/S Copenhagen K, Denmark	$322M	-$176M	5	14.65%	Reduced
1037	Frank Rimerman Advisors Palo Alto, California	$321M	+$8.86M	45	18.2%	Increased
1038	PFG Investments Woodbury, New York	$321M	+$48.8M	45	12.43%	Increased
1039	Choate Investment Advisors Boston, Massachusetts	$320M	+$3.8M	27	5.62%	Increased
1040	First National Bank of Omaha Omaha, Nebraska	$320M	+$2.46M	27	9.01%	Increased
1041	MLCM M & L Capital Management London, United Kingdom	$319M	-$106M	11	86.39%	Reduced
1042	DPC Dream Peak Capital Hong Kong,	$319M	-$138M	3	31.49%	Reduced
1043	Savvy Advisors Inc New York	$319M	+$22.2M	40	6.77%	Increased
1044	Advent International Boston, Massachusetts	$318M	-$90.9M	5	1.79%	Reduced
1045	Everence Capital Management Goshen, Indiana	$317M	-$5.39M	48	16.67%	Reduced
1046	Sienna Gestion Paris, France	$316M	-$44.7M	13	18.54%	Reduced
1047	Hemenway Trust Hemenway Trust Salem, New Hampshire	$316M	-$7.81M	9	22.07%	Reduced
1048	Osterweis Capital Management San Francisco, California	$315M	-$50.2M	15	14.83%	Reduced
1049	MIM Marco Investment Management Atlanta, Georgia	$315M	-$20.5M	16	20.7%	Reduced
1050	Think Investments San Francisco, California	$314M	+$74.9M	5	37.13%	Increased