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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
2751
SMM
Stadion Money Management
Georgia
$0 -$6M 0 – Closed
2752
SPC
Standard Pacific Capital
California
$0 -$17.4M 0 – Closed
2753
TAM
Telemark Asset Management
Massachusetts
$0 -$31.1M 0 – Closed
2754
TAS
TIFF Advisory Services
Pennsylvania
$0 -$286K 0 – Closed
2755
TLCM
Tiger Legatus Capital Management
New York
$0 -$8.48M 0 – Closed
2756
TFMS
Trust & Fiduciary Management Services
Massachusetts
$0 -$51K 0 – Closed
2757
VP
Value Partners
Hong Kong
$0 -$1.3M 0 – Closed
2758
WIC
Water Island Capital
New York
$0 -$1.19M 0 – Closed
2759
WM
WCG Management
New York
$0 -$1.53M 0 – Closed
2760
WCP
Welch Capital Partners
New York
$0 -$5.04M 0 – Closed
2761
WCMNY
Westchester Capital Management (New York)
New York
$0 -$14.8M 0 – Closed
2762
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$0 -$717K 0 – Closed
2763
YL
YCG LLC
Texas
$0 -$2K 0 – Closed