← 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
4976
SPL
Smart Portfolios LLC
Washington
$0 -$232K 0 – Closed
4977
SCM
Somerset Capital Management
United Kingdom
$0 -$13.6M 0 – Closed
4978
SWM
Soundmark Wealth Management
Washington
$0 -$333K 0 – Closed
4979
SC
Sovarnum Capital
New York
$0 -$3.55M 0 – Closed
4980
SCM
Stonehearth Capital Management
Massachusetts
$0 -$384K 0 – Closed
4981
SWG
Summit Wealth Group
Vermont
$0 -$543K 0 – Closed
4982
SFC
SYM Financial Corp
Indiana
$0 -$240K 0 – Closed
4983
Tenor Capital Management
Tenor Capital Management
New York
$0 -$629K 0 – Closed
4984
Third Point
Third Point
New York
$0 -$480M 0 – Closed
4985
TC
Toews Corporation
New Jersey
$0 -$814K 0 – Closed
4986
TI
Truxt Investmentos
Brazil
$0 -$72.3M 0 – Closed
4987
ValueAct Holdings
ValueAct Holdings
California
$0 -$83.5M 0 – Closed
4988
VIA
Vantis Investment Advisers
Florida
$0 -$14M 0 – Closed
4989
VSI
Verde Servicos Internacionais
Brazil
$0 -$27.1M 0 – Closed
4990
WCFA
Walkner Condon Financial Advisors
Wisconsin
$0 -$862K 0 – Closed
4991
WLPWM
Walled Lake Planning & Wealth Management
Illinois
$0 -$963K 0 – Closed
4992
WFAG
Wescott Financial Advisory Group
Pennsylvania
$0 -$244K 0 – Closed
4993
WIC
Whitegate Investment Counselors
New Hampshire
$0 -$11M 0 – Closed
4994
YCMGA
York Capital Management Global Advisors
New York
$0 -$67.8M 0 – Closed
4995
ZP
Zimmer Partners
New York
$0 -$40.8M 0 – Closed