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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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2851
CWM
Catamount Wealth Management
Connecticut
$24K +$22.8K 3 0.02% New
2852
JAM
JCIC Asset Management
Ontario, Canada
$24K -$16.4K 2 0% Reduced
2853
PTA
Pear Tree Advisors
Massachusetts
$24K $0 1 0.02% Maintained
2854
NMIS
Northwestern Mutual Investment Services
Wisconsin
$20K +$9.73K 6 0.01% Increased
2855
Financial Engines Advisors
Financial Engines Advisors
California
$16K -$1.69K 1 0.01% Reduced
2856
MAS
Madden Advisory Services
Florida
$10K -$241K 2 0.01% Reduced
2857
PWM
ParenteBeard Wealth Management
Pennsylvania
$9.41K -$653K 1 0.11% Reduced
2858
MIM
Macroview Investment Management
Maryland
$5K +$2.42K 7 0.01% Increased
2859
DA
Denali Advisors
California
$1K -$110K 1 0% Reduced
2860
3CP
3G Capital Partners
New York
$0 -$15.4M 0 – Closed
2861
6CM
683 Capital Management
New York
$0 -$7.47M 0 – Closed
2862
AIM
Act II Management
New York
$0 -$7.46M 0 – Closed
2863
ACM
Afton Capital Management
North Carolina
$0 -$1.32M 0 – Closed
2864
ACM
Alistair Capital Management
Texas
$0 -$2.69M 0 – Closed
2865
Alpha Wave Global
Alpha Wave Global
New York
$0 -$54.5M 0 – Closed
2866
AP
AlpInvest Partners
Netherlands
$0 -$694K 0 – Closed
2867
AAM
American Asset Management
Florida
$0 -$183K 0 – Closed
2868
AC
Andromeda Capital
New York
$0 -$15.9M 0 – Closed
2869
Apollo Management Holdings
Apollo Management Holdings
New York
$0 -$1.05M 0 – Closed
2870
ARGA Investment Management
ARGA Investment Management
Connecticut
$0 -$1.5M 0 – Closed
2871
AMAL
Asset Management Advisors LLC
Oklahoma
$0 -$5.74M 0 – Closed
2872
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$0 -$3.54M 0 – Closed
2873
BPV
Battery Partners VIII
Massachusetts
$0 -$387K 0 – Closed
2874
BC
Beaconlight Capital
New York
$0 -$4.84M 0 – Closed
2875
BL
Bolton LP
Connecticut
$0 -$1.83M 0 – Closed