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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
6401
ACG
Aventail Capital Group
New York
$0 -$5.03M 0 – Closed
6402
ACP
Aveo Capital Partners
Colorado
$0 -$3.42M 0 – Closed
6403
BWA
Babb Wealth Advisors
Arizona
$0 -$205K 0 – Closed
6404
BCG
Barington Capital Group
New York
$0 -$2.85M 0 – Closed
6405
BAM
Bastion Asset Management
Canada
$0 -$2.53M 0 – Closed
6406
CCM
Cadian Capital Management
New York
$0 -$2.16M 0 – Closed
6407
CCM
Candelo Capital Management
New York
$0 -$16.2M 0 – Closed
6408
CWC
Carolinas Wealth Consulting
North Carolina
$0 -$6.76M 0 – Closed
6409
CG
Castellan Group
Kentucky
$0 -$18.6M 0 – Closed
6410
CFG
Clayton Financial Group
Missouri
$0 -$673K 0 – Closed
6411
CSD
Clear Street Derivatives
New York
$0 -$2.9B 0 – Closed
6412
CCP
Clifford Capital Partners
Utah
$0 -$18.5M 0 – Closed
6413
CRFG
Columbia River Financial Group
Washington
$0 -$72K 0 – Closed
6414
CFM
Comprehensive Financial Management
California
$0 -$813K 0 – Closed
6415
CW
Cook Wealth
North Carolina
$0 -$2.57M 0 – Closed
6416
CF
Corebridge Financial
Texas
$0 -$1.64B 0 – Closed
6417
CCM
Crabel Capital Management
California
$0 -$268K 0 – Closed
6418
CCB
Cutter & Co Brokerage
Missouri
$0 -$23.5M 0 – Closed
6419
DC
Dendur Capital
New York
$0 -$46.8M 0 – Closed
6420
Element Capital Management
Element Capital Management
New York
$0 -$18.1M 0 – Closed
6421
EP
Elkhorn Partners
Nebraska
$0 -$37K 0 – Closed
6422
EN1L
Engine No 1 LLC
California
$0 -$55M 0 – Closed
6423
EWA
ERTS Wealth Advisors
Michigan
$0 -$277K 0 – Closed
6424
FW
Fidato Wealth
Ohio
$0 -$497K 0 – Closed
6425
FFAS
FIG Financial Advisory Services
Oklahoma
$0 -$864K 0 – Closed