← 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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
3551
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$0 -$1.24M 0 – Closed
3552
HI
Honeywell International
North Carolina
$0 -$76.4M 0 – Closed
3553
HIH
HRS Investment Holdings
New York
$0 -$4.92M 0 – Closed
3554
IAA
Ironsides Asset Advisors
North Carolina
$0 -$315K 0 – Closed
3555
JPC
Jabodon PT Co
Nevada
$0 -$3.88M 0 – Closed
3556
JP
Jana Partners
New York
$0 -$38.8M 0 – Closed
3557
JM
Jeneq Management
New York
$0 -$1.37M 0 – Closed
3558
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
$0 -$22K 0 – Closed
3559
KAM
Kassirer Asset Management
Ontario, Canada
$0 -$594K 0 – Closed
3560
KSCM
King Street Capital Management
New York
$0 -$38.1M 0 – Closed
3561
KF
Kresge Foundation
Michigan
$0 -$7.03M 0 – Closed
3562
LIM
Lancaster Investment Management
United Kingdom
$0 -$84.5M 0 – Closed
3563
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
$0 -$621K 0 – Closed
3564
LWM
Lyons Wealth Management
Florida
$0 -$649K 0 – Closed
3565
MRG
Milestone Resources Group
British Virgin Islands
$0 -$73M 0 – Closed
3566
MWM
MinichMacGregor Wealth Management
New York
$0 -$2.87M 0 – Closed
3567
MUAMU
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$0 -$930K 0 – Closed
3568
NVCHI
New Vernon Capital Holdings II
New Jersey
$0 -$802K 0 – Closed
3569
Nuveen Fund Advisors
Nuveen Fund Advisors
Illinois
$0 -$999K 0 – Closed
3570
OMC
Oak Management Corp
Connecticut
$0 -$36.1M 0 – Closed
3571
OHS
Odey Holdings (Switzerland)
Switzerland
$0 -$63K 0 – Closed
3572
OP
Omni Partners
United Kingdom
$0 -$4.3M 0 – Closed
3573
OGC
One68 Global Capital
New York
$0 -$780K 0 – Closed
3574
PWAM
Park West Asset Management
California
$0 -$27.5M 0 – Closed
3575
PPW
Pasadena Private Wealth
California
$0 -$213K 0 – Closed