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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
5101
First Command Advisory Services
First Command Advisory Services
Texas
$100 -$10.2K 1 0% Reduced
5102
MVPGP
Magma Venture Partners General Partner
Israel
$35 -$16.8M 1 0% Reduced
5103
ACM
Acrisure Capital Management
Texas
$0 -$2.97M 0 – Closed
5104
AIP
Alapocas Investment Partners
Massachusetts
$0 -$19K 0 – Closed
5105
AGA
Altrinsic Global Advisors
Connecticut
$0 -$42.6M 0 – Closed
5106
ACM
Anomaly Capital Management
New York
$0 -$7.95M 0 – Closed
5107
AW
Apricus Wealth
South Carolina
$0 -$338K 0 – Closed
5108
AP
Archon Partners
New Jersey
$0 -$7.07M 0 – Closed
5109
AFO
Arrowroot Family Office
California
$0 -$203K 0 – Closed
5110
AC
Athos Capital
Hong Kong
$0 -$2.48M 0 – Closed
5111
AIM
Ausbil Investment Management
Australia
$0 -$1.72M 0 – Closed
5112
AC
AWM Capital
Arizona
$0 -$219K 0 – Closed
5113
AC
Ayrton Capital
Connecticut
$0 -$519K 0 – Closed
5114
BWM
BCS Wealth Management
Tennessee
$0 -$103K 0 – Closed
5115
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$0 -$16K 0 – Closed
5116
BA
Bellwether Advisors
Nebraska
$0 -$18.5M 0 – Closed
5117
BCA
Bernzott Capital Advisors
California
$0 -$12M 0 – Closed
5118
Blackstone Inc
Blackstone Inc
New York
$0 -$4.48M 0 – Closed
5119
BCM
Bronte Capital Management
Australia
$0 -$2.43M 0 – Closed
5120
CCM
CAAS Capital Management
New York
$0 -$4.59M 0 – Closed
5121
CCA
Castle Creek Arbitrage
Colorado
$0 -$8.14M 0 – Closed
5122
CI
Centerstone Investors
New York
$0 -$1.83M 0 – Closed
5123
CLC
Charles-Lim Capital
Hong Kong
$0 -$1.4M 0 – Closed
5124
CWM
Chicago Wealth Management
Illinois
$0 -$5.04M 0 – Closed
5125
CS
Cisco Systems
California
$0 -$5.48M 0 – Closed