← 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
176	Edgewood Management Greenwich, Connecticut	$4.44B	-$1.42B	7	28.64%	Reduced
177	Renaissance Technologies New York	$4.43B	+$77.6M	76	6.94%	Increased
178	Fayez Sarofim & Co Houston, Texas	$4.4B	+$124M	18	11.27%	Increased
179	Los Angeles Capital Management Los Angeles, California	$4.35B	-$507M	82	17.14%	Reduced
180	Bank Julius Baer & Co Zurich, Switzerland	$4.34B	-$278M	39	13.09%	Reduced
181	HighTower Advisors Chicago, Illinois	$4.34B	+$91.8M	91	4.61%	Increased
182	Fred Alger Management New York	$4.34B	+$363M	24	19.05%	Increased
183	Lord, Abbett & Co Jersey City, New Jersey	$4.33B	+$286M	33	14.09%	Increased
184	Holocene Advisors New York	$4.3B	-$770M	40	10.38%	Reduced
185	Squarepoint New York	$4.26B	-$228M	84	5%	Reduced
186	DekaBank Deutsche Girozentrale Frankfurt, Germany	$4.22B	-$93.5M	36	6.98%	Reduced
187	Public Employees Retirement Association of Colorado Denver, Colorado	$4.2B	+$160M	69	16.47%	Increased
188	US Bancorp Minneapolis, Minnesota	$4.19B	-$49.2M	104	5.08%	Reduced
189	Asset Management One Tokyo, Japan	$4.16B	+$16.3M	44	12.27%	Increased
190	DnB Asset Management Oslo, Norway	$4.12B	+$74.4M	59	14.7%	Increased
191	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$4.12B	-$212M	77	13.33%	Reduced
192	Cetera Investment Advisers Schaumburg, Illinois	$4.04B	+$76.7M	97	4.3%	Increased
193	Natixis Paris, France	$4.01B	+$1.28B	42	14.34%	Increased
194	Dodge & Cox San Francisco, California	$4B	-$34.7M	14	2.2%	Reduced
195	Tidal Investments Milwaukee, Wisconsin	$4B	+$944M	82	8.43%	Increased
196	NEOS Investment Management Westport, Connecticut	$3.99B	+$794M	31	20.16%	Increased
197	Ninety One (UK) London, United Kingdom	$3.96B	-$301M	11	9.18%	Reduced
198	Aristotle Capital Management Los Angeles, California	$3.95B	-$134M	7	8.27%	Reduced
199	DACG Donor Advised Charitable Giving San Francisco, California	$3.87B	-$250M	1	98.69%	Reduced
200	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$3.86B	-$196M	55	12.03%	Reduced