← 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
1326	Robinhood Asset Management Menlo Park, California	$199M	+$58.5M	12	10.64%	Increased
1327	Howard Hughes Medical Institute Chevy Chase, Maryland	$198M	$0	12	44.55%	Maintained
1328	Benchstone Capital Management New York	$198M	-$96.1M	10	23.95%	Reduced
1329	Cambiar Investors Denver, Colorado	$198M	-$111M	13	8.6%	Reduced
1330	CFM Wealth Partners Austin, Texas	$198M	+$9.08M	16	25.27%	Increased
1331	Pallas Capital Advisors Braintree, Massachusetts	$197M	-$95.5K	47	6.07%	Reduced
1332	Howe & Rusling Rochester, New York	$197M	-$443K	23	11.45%	Reduced
1333	BPIA Broad Peak Investment Advisers Singapore	$196M	-$62.6M	5	36.05%	Reduced
1334	M.D. Sass LLC New York	$196M	+$111M	8	12.82%	Increased
1335	SCA Sassicaia Capital Advisers Jericho, New York	$196M	+$57.2M	14	86.37%	Increased
1336	Wealthcare Advisory Partners West Chester, Pennsylvania	$196M	-$25.9M	37	3.71%	Reduced
1337	Dynamic Advisor Solutions Phoenix, Arizona	$195M	-$9.5M	36	5.54%	Reduced
1338	Saratoga Research & Investment Management Saratoga, California	$195M	+$2.3M	2	10.69%	Increased
1339	Gladstone Institutional Advisory Palm Beach Gardens, Florida	$195M	+$7.51M	36	6.17%	Increased
1340	SIG Brokerage New York	$195M	+$110M	22	3.79%	Increased
1341	Pictet North America Advisors Geneva 73, Switzerland	$195M	-$5.91M	13	17.19%	Reduced
1342	Night Owl Capital Management Greenwich, Connecticut	$195M	+$29.3M	4	20.45%	Increased
1343	Howard Capital Management Group Los Angeles, California	$195M	-$2.19M	13	11.9%	Reduced
1344	Newbrook Capital Advisors New York	$195M	+$97.2M	3	26.28%	Increased
1345	Whitney & Co Rochester, New York	$195M	-$10.5M	12	14.21%	Reduced
1346	ACMH Andar Capital Management (HK) Hong Kong	$194M	+$9.9M	10	87.04%	Increased
1347	Dillon & Associates Jackson, Michigan	$194M	-$1.94M	8	23.72%	Reduced
1348	Tran Capital Management San Rafael, California	$194M	-$3.66M	7	22.32%	Reduced
1349	CX Institutional Auburn, Indiana	$194M	-$15.1M	45	5.59%	Reduced
1350	IAIM International Assets Investment Management Orlando, Florida	$193M	+$15M	57	11.54%	Increased