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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

Advanced Packaging Analog & Power Semis Photonics & Optical Interconnect Semicap & Lithography

#	Name	Holding	Trade Value	% of Portfolio	Status
2651	7AM 7x7 Asset Management San Francisco, California	$0	-$23.8M	–	Closed
2652	AAM ACK Asset Management Greenwich, Connecticut	$0	-$6.41M	–	Closed
2653	AA Alta Advisers London, United Kingdom	$0	-$56K	–	Closed
2654	AIM AMI Investment Management Kendallville, Indiana	$0	-$8.57M	–	Closed
2655	AG Artal Group Luxembourg	$0	-$3.53M	–	Closed
2656	AIM Assured Investment Management New York	$0	-$37.1M	–	Closed
2657	AC Axon Capital New York	$0	-$77.5M	–	Closed
2658	BP BBR Partners New York	$0	-$227K	–	Closed
2659	CCM Cai Capital Management New York	$0	-$7.81M	–	Closed
2660	CCA Canyon Capital Advisors Dallas, Texas	$0	-$7.75M	–	Closed
2661	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$0	-$284K	–	Closed
2662	CM Cascabel Management New York	$0	-$6.22M	–	Closed
2663	CCP Centaur Capital Partners Southlake, Texas	$0	-$1.15M	–	Closed
2664	CCM Corsair Capital Management New York	$0	-$2.66M	–	Closed
2665	Corvex Management New York	$0	-$78.7M	–	Closed
2666	CSC Cove Street Capital El Segundo, California	$0	-$1.41M	–	Closed
2667	CTC (Chicago Trading Company) Chicago, Illinois	$0	-$3.68M	–	Closed
2668	DAL David A. Lorber	$0	-$283K	–	Closed
2669	DCM Decade Capital Management New York	$0	-$8.5M	–	Closed
2670	DFO Duquesne Family Office New York	$0	-$6.51M	–	Closed
2671	EP Elkhorn Partners Omaha, Nebraska	$0	-$40K	–	Closed
2672	Elliott Management New York	$0	-$25.4M	–	Closed
2673	FCG FrontFour Capital Group Greenwich, Connecticut	$0	-$3.63M	–	Closed
2674	Gates Foundation Trust Kirkland, Washington	$0	-$103M	–	Closed
2675	GAM Goldentree Asset Management New York	$0	-$1.66M	–	Closed