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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
2876
ACG
Anchorage Capital Group
New York
$0 -$11M 0 – Closed
2877
ACM
Andor Capital Management
New York
$0 -$50.2M 0 – Closed
2878
AFM
Anson Funds Management
Texas
$0 -$572K 0 – Closed
2879
AP
Archon Partners
New Jersey
$0 -$1.28M 0 – Closed
2880
ACP
Arcus Capital Partners
Georgia
$0 -$122K 0 – Closed
2881
ARGA Investment Management
ARGA Investment Management
Connecticut
$0 -$203K 0 – Closed
2882
AVC
Arlington Value Capital
Utah
$0 -$32.8M 0 – Closed
2883
AG
Artal Group
Luxembourg
$0 -$8.22M 0 – Closed
2884
AG
Ashmore Group
United Kingdom
$0 -$2.1M 0 – Closed
2885
AMG
Asset Management Group
Connecticut
$0 -$210K 0 – Closed
2886
BHMP
Bardin Hill Management Partners
New York
$0 -$14.4M 0 – Closed
2887
BCM
Basso Capital Management
Connecticut
$0 -$295K 0 – Closed
2888
BPCM
Beach Point Capital Management
California
$0 -$5.62M 0 – Closed
2889
Blackstone Inc
Blackstone Inc
New York
$0 -$7.46M 0 – Closed
2890
BCM
Bourgeon Capital Management
Connecticut
$0 -$602K 0 – Closed
2891
BS
Bow Street
New York
$0 -$4.47M 0 – Closed
2892
CCM
Cadian Capital Management
New York
$0 -$17.9M 0 – Closed
2893
CPM
Chesapeake Partners Management
Maryland
$0 -$13.4M 0 – Closed
2894
CA
Claar Advisors
New York
$0 -$11.1M 0 – Closed
2895
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0 -$375K 0 – Closed
2896
CCM
Connective Capital Management
California
$0 -$4.1M 0 – Closed
2897
CCM
Courage Capital Management
Tennessee
$0 -$1.74M 0 – Closed
2898
CAD
Craig A. Drill
$0 -$144K 0 – Closed
2899
CC
Curian Capital
Colorado
$0 -$24.7M 0 – Closed
2900
DCM
Dean Capital Management
Kansas
$0 -$941K 0 – Closed