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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
2876	CPM Chesapeake Partners Management Baltimore, Maryland	$0	-$1.3M	–	Closed
2877	CCC Cincinnati Casualty Company Fairfield, Ohio	$0	-$1.75M	–	Closed
2878	CCA Covey Capital Advisors Atlanta, Georgia	$0	-$1.12M	–	Closed
2879	DR Davis Rea Toronto, Ontario, Canada	$0	-$1.08M	–	Closed
2880	DIP DT Investment Partners Chadds Ford, Pennsylvania	$0	-$1.02M	–	Closed
2881	EA Ecofin Advisors London, United Kingdom	$0	-$5.13M	–	Closed
2882	ECP Electron Capital Partners New York	$0	-$337K	–	Closed
2883	EC Eminence Capital New York	$0	-$76.4M	–	Closed
2884	EGM Espalier Global Management New York	$0	-$19.7M	–	Closed
2885	EI Excelsia Inc Savannah, Georgia	$0	-$1.34M	–	Closed
2886	FPCM Fox Point Capital Management New York	$0	-$4.3M	–	Closed
2887	GA Geller Advisors New York	$0	-$505K	–	Closed
2888	GF Gerry Farber New York	$0	-$5.51M	–	Closed
2889	GGPE Golden Gate Private Equity San Francisco, California	$0	-$3.27M	–	Closed
2890	Graham Capital Management Rowayton, Connecticut	$0	-$10.9M	–	Closed
2891	GJCM Grand Jean Capital Management San Francisco, California	$0	-$522K	–	Closed
2892	GCM Grisanti Capital Management New York	$0	-$9.19M	–	Closed
2893	JC JBF Capital Aspen, Colorado	$0	-$1.42M	–	Closed
2894	JCM JD Capital Management Darien, Connecticut	$0	-$1.01M	–	Closed
2895	JCG JHL Capital Group Chicago, Illinois	$0	-$1.72M	–	Closed
2896	JMH J.M. Hartwell New York	$0	-$7.08M	–	Closed
2897	KAS Kemnay Advisory Services New York	$0	-$2.77M	–	Closed
2898	LCP Lamond Capital Partners San Francisco, California	$0	-$6.88M	–	Closed
2899	LPU Lansdowne Partners (UK) London, United Kingdom	$0	-$1.03M	–	Closed
2900	MGC Merchants' Gate Capital New York	$0	-$52M	–	Closed