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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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2701
KWMG
King Wealth Management Group
Florida
$0 -$955K 0 – Closed
2702
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$0 -$31.6M 0 – Closed
2703
LCM
Landscape Capital Management
New Jersey
$0 -$1.23M 0 – Closed
2704
LA
Linden Advisors
New York
$0 -$2M 0 – Closed
2705
LM
Litespeed Management
New York
$0 -$5.19M 0 – Closed
2706
MGM
Miura Global Management
New York
$0 -$11.8M 0 – Closed
2707
Mizuho Securities USA
Mizuho Securities USA
New York
$0 -$69.3M 0 – Closed
2708
MCP
Moab Capital Partners
New York
$0 -$7.8M 0 – Closed
2709
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$0 -$2.63M 0 – Closed
2710
NSCM
New South Capital Management
Tennessee
$0 -$92K 0 – Closed
2711
NCGI
Next Century Growth Investors
Minnesota
$0 -$1.14M 0 – Closed
2712
NRCM
Northern Right Capital Management
Connecticut
$0 -$12.1M 0 – Closed
2713
OHCM
Orchard Hill Capital Management
New York
$0 -$463K 0 – Closed
2714
OFG
OTA Financial Group
New York
$0 -$216K 0 – Closed
2715
PFU
Parus Finance (UK)
United Kingdom
$0 -$10.8M 0 – Closed
2716
PG
Portola Group
California
$0 -$2.16M 0 – Closed
2717
RPGK
Retirement Planning Group (Kansas)
Kansas
$0 -$290K 0 – Closed
2718
RCM
Rivernorth Capital Management
Florida
$0 -$256K 0 – Closed
2719
RC
Riversville Capital
Connecticut
$0 -$3.16M 0 – Closed
2720
RBLCM
Roaring Blue Lion Capital Management
Texas
$0 -$4.1M 0 – Closed
2721
RI
RWWM Inc
California
$0 -$6.96M 0 – Closed
2722
SM
Salzhauer Michael
$0 -$185K 0 – Closed
2723
SH
SeaTown Holdings
Singapore
$0 -$3.37M 0 – Closed
2724
SCM
SG Capital Management
Illinois
$0 -$14.7M 0 – Closed
2725
SAM
Shikiar Asset Management
New York
$0 -$204K 0 – Closed