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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
5151
HFA
Highland Financial Advisors
New Jersey
$0 -$259K 0 – Closed
5152
Himalaya Capital Management
Himalaya Capital Management
Washington
$0 -$412M 0 – Closed
5153
HAM
Honeycomb Asset Management
New York
$0 -$7.35M 0 – Closed
5154
IWM
Iams Wealth Management
Nebraska
$0 -$1.81M 0 – Closed
5155
ICM
Invenomic Capital Management
Massachusetts
$0 -$7.57M 0 – Closed
5156
JAWM
J. Arnold Wealth Management
Ohio
$0 -$17.2M 0 – Closed
5157
KM
Kalos Management
Georgia
$0 -$80.2K 0 – Closed
5158
KWA
Kellett Wealth Advisors
Ohio
$0 -$224K 0 – Closed
5159
KLCMU
Kite Lake Capital Management (UK)
United Kingdom
$0 -$6M 0 – Closed
5160
LCWP
Legacy Capital Wealth Partners
Arkansas
$0 -$5.29M 0 – Closed
5161
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$0 -$2.59M 0 – Closed
5162
LA
Linden Advisors
New York
$0 -$1.04M 0 – Closed
5163
LGWM
Litman Gregory Wealth Management
California
$0 -$209K 0 – Closed
5164
MHP
Manatuck Hill Partners
Connecticut
$0 -$1.51M 0 – Closed
5165
M2MC
Matthew 25 Management Corp
Pennsylvania
$0 -$12.4M 0 – Closed
5166
MAM
Maytree Asset Management
Hong Kong
$0 -$4.04M 0 – Closed
5167
MIA
Milestone Investment Advisors
Wisconsin
$0 -$570K 0 – Closed
5168
Millburn Ridgefield Corp
Millburn Ridgefield Corp
New York
$0 -$87.4K 0 – Closed
5169
MAM
Miria Asset Management
Malta
$0 -$915K 0 – Closed
5170
Mizuho Markets Americas
Mizuho Markets Americas
New York
$0 -$318M 0 – Closed
5171
MC
Mount Capital
United Kingdom
$0 -$4.99M 0 – Closed
5172
NL
NKCFO LLC
Illinois
$0 -$63K 0 – Closed
5173
NFP
NorthLanding Financial Partners
New York
$0 -$546K 0 – Closed
5174
NA
Nottingham Advisors
New York
$0 -$317K 0 – Closed
5175
PCWA
Pacific Capital Wealth Advisors
California
$0 -$213K 0 – Closed