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
2726	PCM Peg Capital Management Canaan, New Hampshire	$0	-$2.45M	0	–	Closed
2727	PCP Perimeter Capital Partners Atlanta, Georgia	$0	-$861K	0	–	Closed
2728	Polen Capital Management Boca Raton, Florida	$0	-$310M	0	–	Closed
2729	QLMGAA QS Legg Mason Global Asset Allocation New York	$0	-$1M	0	–	Closed
2730	RI Relational Investors San Diego, California	$0	-$249M	0	–	Closed
2731	RCMB Revelation Capital Management (Bermuda) Hamilton, Bermuda	$0	-$604K	0	–	Closed
2732	RCP RIT Capital Partners London, United Kingdom	$0	-$47.2M	0	–	Closed
2733	RCM Rockshelter Capital Management Canonsburg, Pennsylvania	$0	-$9.48M	0	–	Closed
2734	Rothschild & Co Wealth Management (UK) London, United Kingdom	$0	-$70K	0	–	Closed
2735	SC Salzman & Co Pittsford, New York	$0	-$9.67M	0	–	Closed
2736	SH Scepter Holdings Fort Worth, Texas	$0	-$1.29M	0	–	Closed
2737	Select Equity Group New York	$0	-$6.18M	0	–	Closed
2738	SCM Sirios Capital Management Boston, Massachusetts	$0	-$8.88M	0	–	Closed
2739	SCM Snow Capital Management Sewickley, Pennsylvania	$0	-$14.6M	0	–	Closed
2740	Tiger Global Management New York	$0	-$7.79M	0	–	Closed
2741	THCM Tipp Hill Capital Management New York	$0	-$6.59M	0	–	Closed
2742	TC Travelers Companies Saint Paul, Minnesota	$0	-$21K	0	–	Closed