← 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

Holding in Top 10
Increase
Decrease
Funds Holding 4,782
Funds Holding Change -113
Funds Holding Growth -2%
Value $1.81T
Holding in Top 10 1,195
Top 10 Change -382
Top 10 Growth -24%
Value Growth -25%
New 132
Increased 2,200
Reduced 2,242
Closed 183
Capital Inflow $64.7B
Capital Outflow $58.4B
Net Capital Flow +$6.29B
Capital Flow Change +$40.2B
Calls $45.5B
Puts $57.2B
Net Calls -$11.8B
Put/Call Ratio 1.26