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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
2701	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$0	-$11.5M	–	Closed
2702	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$0	-$4.47M	–	Closed
2703	BJ Brouwer & Janachowski Mill Valley, California	$0	-$230K	–	Closed
2704	CCM Calypso Capital Management New York	$0	-$11.4M	–	Closed
2705	CC Centaurus Capital London, United Kingdom	$0	-$881K	–	Closed
2706	CS Comerica Securities Detroit, Michigan	$0	-$489K	–	Closed
2707	CAD Craig A. Drill	$0	-$765K	–	Closed
2708	CII CR Intrinsic Investors Stamford, Connecticut	$0	-$2.39M	–	Closed
2709	CTC (Chicago Trading Company) Chicago, Illinois	$0	-$713K	–	Closed
2710	DCM Destrier Capital Management New York	$0	-$155K	–	Closed
2711	Egerton Capital (UK) London, United Kingdom	$0	-$274M	–	Closed
2712	ESG Emerging Sovereign Group New York	$0	-$128M	–	Closed
2713	EML Eos Management LP New York	$0	-$780K	–	Closed
2714	EPCM Eton Park Capital Management New York	$0	-$57.9M	–	Closed
2715	FTB First Trust Bank Nassau, Bahamas	$0	-$4.78M	–	Closed
2716	Flow Traders U.S. New York	$0	-$73K	–	Closed
2717	FRM Fore Research & Management New York	$0	-$2.26M	–	Closed
2718	GI Glovista Investments Jersey City, New Jersey	$0	-$5.79M	–	Closed
2719	GACM Green Arrow Capital Management New York	$0	-$82.2M	–	Closed
2720	HOAM Halcyon Offshore Asset Management New York	$0	-$2.32M	–	Closed
2721	Harvard Management Company Boston, Massachusetts	$0	-$1.08M	–	Closed
2722	HH HWG Holdings Houston, Texas	$0	-$746K	–	Closed
2723	IPRC Indices-Pac Research Corporation Montvale, New Jersey	$0	-$4.47M	–	Closed
2724	ICP Indus Capital Partners New York	$0	-$37.6M	–	Closed
2725	IP Interval Partners New York	$0	-$7.99M	–	Closed