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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	Theme Stocks	% of Portfolio	Status
2676	EMA Efficient Market Advisors San Diego, California	$9K	-$6.24K	4	0%	Reduced
2677	NMIS Northwestern Mutual Investment Services Milwaukee, Wisconsin	$9K	-$14.8K	3	0%	Reduced
2678	MIM Macroview Investment Management Bethesda, Maryland	$3K	+$3.18K	6	0%	Increased
2679	AGA Accuvest Global Advisors Provo, Utah	$0	-$182K	0	–	Closed
2680	AIM Avity Investment Management Greenwich, Connecticut	$0	-$275K	0	–	Closed
2681	ACM Axel Capital Management New York	$0	-$92K	0	–	Closed
2682	BGAM Boussard & Gavaudan Asset Management London, United Kingdom	$0	-$13M	0	–	Closed
2683	BCM Boyle Capital Management West Des Moines, Iowa	$0	-$1.76M	0	–	Closed
2684	BC Brahman Capital New York	$0	-$22.4M	0	–	Closed
2685	BPM Bronson Point Management Fairfield, Connecticut	$0	-$21.7M	0	–	Closed
2686	CC Callan Capital La Jolla, California	$0	-$222K	0	–	Closed
2687	CC Casablanca Capital New York	$0	-$2.48M	0	–	Closed
2688	CAM Castlerock Asset Management New York	$0	-$1.1M	0	–	Closed
2689	CAIMH Central Asset Investments & Management Holdings Hong Kong	$0	-$1.72M	0	–	Closed
2690	CIBC World Markets New York	$0	-$2.04M	0	–	Closed
2691	CIG Consolidated Investment Group Englewood, Colorado	$0	-$2.74M	0	–	Closed
2692	CCM Contrarian Capital Management Greenwich, Connecticut	$0	-$1.47M	0	–	Closed
2693	CIM Contrarius Investment Management St. Helier, Jersey	$0	-$1.92M	0	–	Closed
2694	CIM Corbyn Investment Management Lutherville, Maryland	$0	-$18.4M	0	–	Closed
2695	CCG Crescent Capital Group Los Angeles, California	$0	-$331K	0	–	Closed
2696	CPR CSU Producer Resources Fairfield, Ohio	$0	-$1.54M	0	–	Closed
2697	Davidson Kempner Capital Management New York	$0	-$2.11M	0	–	Closed
2698	DP DSAM Partners London, United Kingdom	$0	-$15.6M	0	–	Closed
2699	DFO Duquesne Family Office New York	$0	-$21.5M	0	–	Closed
2700	DP DW Partners New York	$0	-$39M	0	–	Closed