← 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
3501	SCM Stumpf Capital Management Scottsdale, Arizona	$31K	$0	2	0.03%	Maintained
3502	AGM Alpine Global Management New York	$30K	-$29.8M	1	0.01%	Reduced
3503	GWA Guidant Wealth Advisors Palatine, Illinois	$28K	-$125K	3	0.01%	Reduced
3504	TODC Trustees of Dartmouth College Hanover, New Hampshire	$27K	$0	2	0.05%	Maintained
3505	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$22K	+$23.8K	1	0.01%	New
3506	ABA American Beacon Advisors Irving, Texas	$19K	-$979K	1	2.84%	Reduced
3507	MG MilWealth Group Milwaukee, Wisconsin	$18.9K	+$19.4K	1	0.02%	New
3508	MM Main Management San Francisco, California	$13K	$0	1	0%	Maintained
3509	Tortoise Capital Advisors Overland Park, Kansas	$9K	+$2.15K	4	0%	Increased
3510	Glazer Capital LLC New York	$7K	+$7.92K	1	0%	New
3511	NR Newfound Research Wellesley Hills, Massachusetts	$6K	+$3	3	0%	Increased
3512	AIA Arcadia Investment Advisors Eagle, Idaho	$3.77K	-$13.5K	2	0%	Reduced
3513	BCH Berkshire Capital Holdings San Jose, California	$1K	-$12.6M	2	0%	Reduced
3514	2L 22NW LP Seattle, Washington	$0	-$774K	0	–	Closed
3515	AAC Acorn Advisory Capital New York	$0	-$1.16M	0	–	Closed
3516	AIP Ahrens Investment Partners Lafayette, Louisiana	$0	-$206K	0	–	Closed
3517	Alphadyne Asset Management New York	$0	-$268K	0	–	Closed
3518	Alphinity Investment Management Sydney, Australia	$0	-$10.1M	0	–	Closed
3519	AAM Amerigo Asset Management George Town, Cayman Islands	$0	-$154M	0	–	Closed
3520	ACM Avalon Capital Management Port Of Redwood City, California	$0	-$266K	0	–	Closed
3521	ACP Aveo Capital Partners Englewood, Colorado	$0	-$2.59M	0	–	Closed
3522	ACM Axel Capital Management New York	$0	-$12.8M	0	–	Closed
3523	BA Ballew Advisors Jackson, Mississippi	$0	-$353K	0	–	Closed
3524	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$0	-$2.13M	0	–	Closed
3525	BHMP Bardin Hill Management Partners New York	$0	-$2.54M	0	–	Closed