Semiconductors: The Building Blocks of Today’s Thematic Tech Landscape

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Wednesday, June 16, 2021

2:45 PM EDT | 11:45 AM PDT

30 minutes

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You probably don’t think of trucks, refrigerators, or LED lightbulbs as high-tech devices, but all of them require one component to function: Semiconductors. Across industries from health care and transportation to clean energy and artificial intelligence, technological advances have made semiconductors one of the most important – and under-appreciated, components on the planet. The PHLX Semiconductor Sector Index (SOX) has become one of the best-known and most widely tracked subsector indexes. Launched in 1993, this index consists of the top 30 securities by market capitalization in the semiconductor industry, as defined by ICB’s subsector classification.

What you’ll learn:

  • Why today’s widespread shortages in semiconductors herald a new era of investment opportunities for the sector
  • The central role of semiconductors in the products and services that comprise the modern technology landscape
  • How the SOX index has performed compared to other index benchmarks


Rene Reyna, CFP® Headshot

Rene Reyna, CFP®
Head of Thematic and Specialty Product Strategy ETFs and Indexed Strategies

Rene Reyna is Head of Thematic and Specialty Product Strategy for the Exchange-Traded Funds (ETFs) and Indexed Strategies teams at Invesco. Mr. Reyna joined Invesco in 2010. Prior to his current role, he was head of Product Strategy and Development for Invesco’s Unit Trust business. He served as a Unit Trust product specialist prior to that role. Before joining the firm, Mr. Reyna was an investment representative with JP Morgan Chase. He has been in the financial services industry since 2005. Mr. Reyna earned a BS degree in financial planning and counseling from Purdue University. He is a Certified Financial Planner® (CFP) and holds the Series 6, 7, 24, 63, and 66 registrations

Mark Marex, CFP ® Headshot

Mark Marex, CFP ®
Specialist in Index Research & Development

Mark Marex works as a Specialist in Index Research & Development, splitting his efforts between producing original content in support of existing index products, as well as developing new indexes for launch and commercialization. Before joining Nasdaq Global Indexes in 2019, Mark was an emerging fund manager of a systematic long/short US large-cap equity strategy, and co-founded Roundtree Capital Management in 2016. Prior to that, Mark spent eight years at Citigroup in New York, working as a Product Manager of FX in the Investor Services business; as a Vice President of Client Strategy & Analytics in the Investment Banking division; and when he first started in 2008, as a Product Controller in Structured Credit.

Mark graduated with a Bachelor of Science in Economics from Duke University in 2008, and has been a CFA charter holder since 2012.He is passionate about innovation in the world of indexing, ETFs, and quantitative investing. He resides in Brooklyn, NY with his fiancée.

Robert Huebscher Headshot

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.