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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
2726	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$0	-$300K	–	Closed
2727	JP Jana Partners New York	$0	-$55.1M	–	Closed
2728	JCI Jet Capital Investors New York	$0	-$13.7M	–	Closed
2729	Kayne Anderson Capital Advisors Los Angeles, California	$0	-$1.29M	–	Closed
2730	KSC Kendall Square Capital San Francisco, California	$0	-$5.77M	–	Closed
2731	LAM Lapides Asset Management Greenwich, Connecticut	$0	-$2.39M	–	Closed
2732	LFG LifePlan Financial Group Dayton, Ohio	$0	-$66K	–	Closed
2733	Lone Pine Capital Greenwich, Connecticut	$0	-$642M	–	Closed
2734	LCM Lonestar Capital Management San Francisco, California	$0	-$14.3M	–	Closed
2735	LC Lubar & Co Milwaukee, Wisconsin	$0	-$398K	–	Closed
2736	MSL Mackay Shields LLC New York	$0	-$3.76M	–	Closed
2737	MCO MAK Capital One New York	$0	-$27.9M	–	Closed
2738	MAM Marquette Asset Management Minneapolis, Minnesota	$0	-$324K	–	Closed
2739	Mawer Investment Management Calgary, Alberta, Canada	$0	-$52.3M	–	Closed
2740	NCM Newland Capital Management New York	$0	-$363K	–	Closed
2741	OCM Osterweis Capital Management San Francisco, California	$0	-$78K	–	Closed
2742	PA Para Advisors New York	$0	-$4.23M	–	Closed
2743	P3I Progeny 3 Inc Kirkland, Washington	$0	-$6.27M	–	Closed
2744	RP Realm Partners New York	$0	-$2.52M	–	Closed
2745	SAC Capital Advisors Stamford, Connecticut	$0	-$367M	–	Closed
2746	SAS Sarbit Advisory Services Winnipeg, Manitoba, Canada	$0	-$3.85M	–	Closed
2747	SFG Sather Financial Group Victoria, Texas	$0	-$354K	–	Closed
2748	SCM Sigma Capital Management Stamford, Connecticut	$0	-$30.8M	–	Closed
2749	SFM Sphera Funds Management Tel Aviv, Israel	$0	-$2.03M	–	Closed
2750	SGDR SPX Gestao de Recursos Rio De Janeiro, Brazil	$0	-$12.2M	–	Closed