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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
SWA
Sightline Wealth Advisors
Connecticut
$20.2K +$13.4K 1 0.01% New
6402
EPM
Equitec Proprietary Markets
Illinois
$14.3K +$1.17K 1 0% New
6403
FVIM
Fort Vancouver Investment Management
Washington
$9.33K +$2.62K 1 0.01% Increased
6404
HIM
HGC Investment Management
Ontario, Canada
$7.08K $0 1 0% Maintained
6405
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio)
Ohio
$3.32K $0 2 0% Maintained
6406
Avenir Tech
Avenir Tech
Hong Kong
$1.19K -$10.2M 2 0% Reduced
6407
MVPGP
Magma Venture Partners General Partner
Israel
$25 $0 1 0% Maintained
6408
ACM
Alua Capital Management
New York
$0 -$26.4M 0 – Closed
6409
AC
AMS Capital
Brazil
$0 -$13.5M 0 – Closed
6410
ACL
APEIRON Capital Ltd
Hong Kong
$0 -$17.4M 0 – Closed
6411
AP
Arlington Partners
Alabama
$0 -$2.9M 0 – Closed
6412
BCM
Bluefin Capital Management
New York
$0 -$321K 0 – Closed
6413
Boussard & Gavaudan Investment Management
Boussard & Gavaudan Investment Management
United Kingdom
$0 -$3.63M 0 – Closed
6414
Bpifrance
Bpifrance
France
$0 -$464K 0 – Closed
6415
Bracebridge Capital LLC
Bracebridge Capital LLC
Massachusetts
$0 -$14M 0 – Closed
6416
BWA
Brave Warrior Advisors
New York
$0 -$210K 0 – Closed
6417
BU
Brown University
Rhode Island
$0 -$1.08M 0 – Closed
6418
CIM
Caldwell Investment Management
Ontario, Canada
$0 -$1.87M 0 – Closed
6419
CCM
Candlestick Capital Management
Connecticut
$0 -$66.9M 0 – Closed
6420
CCM
Cobalt Capital Management
New Jersey
$0 -$3.7M 0 – Closed
6421
CPA
Compass Planning Associates
Massachusetts
$0 -$93.1K 0 – Closed
6422
Compass Rose Asset Management
Compass Rose Asset Management
New York
$0 -$11.6M 0 – Closed
6423
CF
Concorde Financial
Texas
$0 -$23.7K 0 – Closed
6424
CCM
Contrarian Capital Management
Connecticut
$0 -$288K 0 – Closed
6425
CPL
Corecam Pte Ltd
$0 -$453K 0 – Closed