← 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
3801
AAM
Alpine Associates Management
Florida
$0 -$3.07M 0 – Closed
3802
APC
Alta Park Capital
California
$0 -$6.73M 0 – Closed
3803
AGC
Angelo Gordon & Co
New York
$0 -$1.81M 0 – Closed
3804
AP
Archon Partners
New Jersey
$0 -$645K 0 – Closed
3805
ACP
Aveo Capital Partners
Colorado
$0 -$3.07M 0 – Closed
3806
BWM
BCS Wealth Management
Tennessee
$0 -$274K 0 – Closed
3807
BCM
Beryl Capital Management
California
$0 -$11.6M 0 – Closed
3808
BP
BFAM Partners
Hong Kong
$0 -$972K 0 – Closed
3809
BTP
Bloom Tree Partners
New York
$0 -$21M 0 – Closed
3810
BSAM
Blue Sky Asset Management
Colorado
$0 -$208K 0 – Closed
3811
BAC
Boys Arnold & Co
North Carolina
$0 -$11.8M 0 – Closed
3812
BPGAM
BTG Pactual Global Asset Management
Bermuda
$0 -$7.52M 0 – Closed
3813
CAM
Camden Asset Management
California
$0 -$39.8M 0 – Closed
3814
CCA
Castle Creek Arbitrage
Colorado
$0 -$7.1M 0 – Closed
3815
CGM
Centenus Global Management
New York
$0 -$1.84M 0 – Closed
3816
CIM
CenturyLink Investment Management
Colorado
$0 -$5.55M 0 – Closed
3817
CC
Cognios Capital
Kansas
$0 -$10.8M 0 – Closed
3818
CHCM
Columbus Hill Capital Management
New Jersey
$0 -$1.89M 0 – Closed
3819
CCM
Courage Capital Management
Tennessee
$0 -$1.64M 0 – Closed
3820
Cowen and Company
Cowen and Company
New York
$0 -$1.06M 0 – Closed
3821
CIM
Cowen Investment Management
New York
$0 -$1.01M 0 – Closed
3822
CAM
Crestone Asset Management
Colorado
$0 -$299K 0 – Closed
3823
CA
Cumberland Advisors
Florida
$0 -$704K 0 – Closed
3824
CVSCT
C.V. Starr & Co Trust
New York
$0 -$8.19M 0 – Closed
3825
CG
Cynosure Group
Utah
$0 -$1.11M 0 – Closed