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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	SGS Sterling Global Strategies Carlsbad, California	$0	-$220K	–	Closed
2877	SRCM Sterling Ridge Capital Management New York	$0	-$6.4M	–	Closed
2878	SWM Strategic Wealth Management Kirkland, Washington	$0	-$11.4M	–	Closed
2879	SC Sumit Capital New York	$0	-$828K	–	Closed
2880	SCM Summit Capital Management Seattle, Washington	$0	-$12.4M	–	Closed
2881	Sustainable Growth Advisers Stamford, Connecticut	$0	-$69.4M	–	Closed
2882	SCM Suvretta Capital Management New York	$0	-$215M	–	Closed
2883	SRCM Swift Run Capital Management Charlottesville, Virginia	$0	-$442K	–	Closed
2884	TC Talkot Capital Sausalito, California	$0	-$4.29M	–	Closed
2885	TCM TAM Capital Management Stamford, Connecticut	$0	-$64.4M	–	Closed
2886	TAM Telemark Asset Management Boston, Massachusetts	$0	-$2.57M	–	Closed
2887	TCGI Three Corner Global Investors New York	$0	-$3.54M	–	Closed
2888	TAAM Top Ace Asset Management Hong Kong	$0	-$348K	–	Closed
2889	VDBMI Van Den Berg Management I Austin, Texas	$0	-$216K	–	Closed
2890	VCM Venator Capital Management Toronto, Ontario, Canada	$0	-$8.35M	–	Closed
2891	VFP Verus Financial Partners Richmond, Virginia	$0	-$214K	–	Closed
2892	VIG Vienna Insurance Group Warsaw, Poland	$0	-$5.93M	–	Closed
2893	VAM Visionary Asset Management Houston, Texas	$0	-$5.83M	–	Closed
2894	WCM Waterstone Capital Management St. Louis Park, Minnesota	$0	-$471K	–	Closed
2895	WA WESPAC Advisors Orinda, California	$0	-$1.72M	–	Closed
2896	WAM Westport Asset Management Southport, Connecticut	$0	-$411K	–	Closed