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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
2826
Harvard Management Company
Harvard Management Company
Massachusetts
$0 -$4.59M 0 – Closed
2827
HFS
Haverford Financial Services
Pennsylvania
$0 -$5.05M 0 – Closed
2828
HCM
Hawkeye Capital Management
Florida
$0 -$21.2M 0 – Closed
2829
HJMC
Hellman Jordan Management Company
Massachusetts
$0 -$7.23M 0 – Closed
2830
HPA
Hilltop Park Associates
New York
$0 -$862K 0 – Closed
2831
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$0 -$9.94M 0 – Closed
2832
HH
HWG Holdings
Texas
$0 -$1.35M 0 – Closed
2833
IAM
Impala Asset Management
Florida
$0 -$62.3M 0 – Closed
2834
IWA
Inspirion Wealth Advisors
Illinois
$0 -$200K 0 – Closed
2835
ICM
IronBridge Capital Management
Illinois
$0 -$12.7M 0 – Closed
2836
JCI
Jet Capital Investors
New York
$0 -$56.4M 0 – Closed
2837
Junto Capital Management
Junto Capital Management
New York
$0 -$17.5M 0 – Closed
2838
KC
Kellner Capital
New York
$0 -$201K 0 – Closed
2839
KAS
Kemnay Advisory Services
New York
$0 -$6.52M 0 – Closed
2840
KIA
King Investment Advisors
Texas
$0 -$899K 0 – Closed
2841
KA
KLCM Advisors
Wisconsin
$0 -$500K 0 – Closed
2842
LCM
Leonard Capital Management
Florida
$0 -$10.5M 0 – Closed
2843
LPC
Loeb Partners Corp
New York
$0 -$695K 0 – Closed
2844
LOGI
Long Oar Global Investors
New York
$0 -$2.81M 0 – Closed
2845
LCG
Luxor Capital Group
New York
$0 -$5.61M 0 – Closed
2846
MSP
Madison Street Partners
Colorado
$0 -$5.19M 0 – Closed
2847
MVIP
Mar Vista Investment Partners
California
$0 -$17.4M 0 – Closed
2848
MIM
Midwest Investment Management
Ohio
$0 -$2.37M 0 – Closed
2849
MAM
Myriad Asset Management
Hong Kong
$0 -$13.3M 0 – Closed
2850
NI
Nepsis Inc
Minnesota
$0 -$2.56M 0 – Closed