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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
3476
AIA
Alera Investment Advisors
Illinois
$24K -$1.23M 1 0.01% Reduced
3477
AIA
Arcadia Investment Advisors
Idaho
$23.3K +$19.8K 3 0.02% Increased
3478
MG
MilWealth Group
Wisconsin
$23K $0 1 0.02% Maintained
3479
JCM
Julex Capital Management
Massachusetts
$21K -$31.2K 12 0.02% Reduced
3480
MAU
MRA Associates USA
Arizona
$19.2K +$19.6K 1 0.08% New
3481
ES
Equitec Specialists
Illinois
$16K +$16.8K 1 0% New
3482
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$10K $0 4 0% Maintained
3483
GP
Geneva Partners
Wisconsin
$9K -$6.93M 1 0.01% Reduced
3484
NR
Newfound Research
Massachusetts
$7K +$126 4 0.01% Increased
3485
FFW
Fusion Family Wealth
New York
$3K $0 1 0% Maintained
3486
RWM
Raffa Wealth Management
District of Columbia
$2.24K -$443K 1 0% Reduced
3487
AAM
ACK Asset Management
Connecticut
$0 -$12.2M 0 – Closed
3488
ASP
Adams Street Partners
Illinois
$0 -$159K 0 – Closed
3489
Advisory Alpha
Advisory Alpha
Michigan
$0 -$586K 0 – Closed
3490
AWS
AJ Wealth Strategies
New York
$0 -$349K 0 – Closed
3491
APCM
Alaska Permanent Capital Management
Alaska
$0 -$310K 0 – Closed
3492
AC
Albar Capital
United Kingdom
$0 -$3.44M 0 – Closed
3493
AWMG
Alliance Wealth Management Group
New Jersey
$0 -$236K 0 – Closed
3494
AP
AlpInvest Partners
Netherlands
$0 -$1.25M 0 – Closed
3495
AGA
Altrinsic Global Advisors
Connecticut
$0 -$23.7M 0 – Closed
3496
AQR Arbitrage
AQR Arbitrage
Connecticut
$0 -$19.3M 0 – Closed
3497
ACM
Arlington Capital Management
Illinois
$0 -$22.7M 0 – Closed
3498
BO
Bach Option
Hong Kong
$0 -$261K 0 – Closed
3499
BHTS
Bar Harbor Trust Services
Maine
$0 -$12.3M 0 – Closed
3500
BCM
Basso Capital Management
Connecticut
$0 -$221K 0 – Closed