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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	EP Edgestream Partners Princeton, New Jersey	$0	-$246K	–	Closed
2702	EAMA EFG Asset Management (Americas) Miami, Florida	$0	-$28K	–	Closed
2703	Farallon Capital Management San Francisco, California	$0	-$14.1M	–	Closed
2704	GBCP Glade Brook Capital Partners Greenwich, Connecticut	$0	-$9.92M	–	Closed
2705	GCM Glaxis Capital Management Sarasota, Florida	$0	-$662K	–	Closed
2706	GIM Greystone Investment Management Cincinnati, Ohio	$0	-$249K	–	Closed
2707	HLA Hamilton Lane Advisors Conshohocken, Pennsylvania	$0	-$1.68M	–	Closed
2708	HM Harvest Management New York	$0	-$186K	–	Closed
2709	HCM Hayman Capital Management Dallas, Texas	$0	-$3.54M	–	Closed
2710	HPA Hilltop Park Associates New York	$0	-$5.62M	–	Closed
2711	HMP HS Management Partners New York	$0	-$130M	–	Closed
2712	Impax Asset Management (UK) London, United Kingdom	$0	-$3.47M	–	Closed
2713	KAH Kathryn A. Hall	$0	-$10.1M	–	Closed
2714	KCM Kensico Capital Management Greenwich, Connecticut	$0	-$83K	–	Closed
2715	KA KLCM Advisors Milwaukee, Wisconsin	$0	-$9.68M	–	Closed
2716	KAM Kokusai Asset Management Tokyo, Japan	$0	-$2.94M	–	Closed
2717	KCM KSA Capital Management Morristown, New Jersey	$0	-$958K	–	Closed
2718	MP Manikay Partners New York	$0	-$5.56M	–	Closed
2719	MFS Monetta Financial Services Wheaton, Illinois	$0	-$1.15M	–	Closed
2720	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$0	-$257K	–	Closed
2721	NHFG New Harbor Financial Group Worcester, Massachusetts	$0	-$5K	–	Closed
2722	NC Northern Cross Boston, Massachusetts	$0	-$483M	–	Closed
2723	OIMU Orbis Investment Management (US) San Francisco, California	$0	-$2.86M	–	Closed
2724	OM Ospraie Management New York	$0	-$15.6M	–	Closed
2725	PWAM Park West Asset Management San Francisco, California	$0	-$7.51M	–	Closed