← 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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2676
BC
BMI Capital
New York
$0 -$210K 0 – Closed
2677
Brookstone Capital Management
Brookstone Capital Management
Illinois
$0 -$231K 0 – Closed
2678
Carlyle Group
Carlyle Group
District of Columbia
$0 -$98K 0 – Closed
2679
CCM
Catapult Capital Management
New York
$0 -$4.67M 0 – Closed
2680
CCM
Cobalt Capital Management
New Jersey
$0 -$35M 0 – Closed
2681
CHCM
Columbus Hill Capital Management
New Jersey
$0 -$10M 0 – Closed
2682
CRCM
Crystal Rock Capital Management
Illinois
$0 -$1.12M 0 – Closed
2683
CCM
Cutler Capital Management
Massachusetts
$0 -$125K 0 – Closed
2684
DRW Securities
DRW Securities
Illinois
$0 -$10.5M 0 – Closed
2685
DA
DSC Advisors
Illinois
$0 -$3.66M 0 – Closed
2686
EU
Emory University
Georgia
$0 -$35K 0 – Closed
2687
FCM
Ferox Capital Management
United Kingdom
$0 -$210K 0 – Closed
2688
FVP
Firefly Value Partners
Pennsylvania
$0 -$84.2M 0 – Closed
2689
FAM
Forty4 Asset Management
Illinois
$0 -$590K 0 – Closed
2690
GCM
Gabalex Capital Management
New York
$0 -$13M 0 – Closed
2691
GJL
Gendell Jeffrey L
$0 -$4.6M 0 – Closed
2692
GF
Gerry Farber
New York
$0 -$1.38M 0 – Closed
2693
GCM
Glaxis Capital Management
Florida
$0 -$217K 0 – Closed
2694
GMA
Goldstein Munger & Associates
California
$0 -$5.38M 0 – Closed
2695
HP
HT Partners
Connecticut
$0 -$304K 0 – Closed
2696
HCM
Huber Capital Management
California
$0 -$2.51M 0 – Closed
2697
Impax Asset Management (UK)
Impax Asset Management (UK)
United Kingdom
$0 -$2.99M 0 – Closed
2698
IC
Intel Corp
California
$0 -$2.73M 0 – Closed
2699
JCG
JHL Capital Group
Illinois
$0 -$12.7M 0 – Closed
2700
KCM
Kingstown Capital Management
New York
$0 -$32.4M 0 – Closed