← 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

New
Closed
Net new
Funds Holding 4,240
Funds Holding Change +409
Funds Holding Growth +11%
Value $1.95T
Holding in Top 10 1,248
Top 10 Change +151
Top 10 Growth +14%
Value Growth +19%
New 544
Increased 1,884
Reduced 1,652
Closed 78
Capital Inflow $69.1B
Capital Outflow $60.3B
Net Capital Flow +$8.79B
Capital Flow Change +$21.4B
Calls $51.3B
Puts $67.2B
Net Calls -$15.9B
Put/Call Ratio 1.31