← All themes

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
BCM
BlueMar Capital Management
Florida
$0 -$2.27M 0 – Closed
2877
BPGAM
BTG Pactual Global Asset Management
Bermuda
$0 -$218K 0 – Closed
2878
BCA
Burren Capital Advisors
Gibraltar
$0 -$115K 0 – Closed
2879
Churchill Management
Churchill Management
California
$0 -$5.55M 0 – Closed
2880
CCM
Cobalt Capital Management
New Jersey
$0 -$7.19M 0 – Closed
2881
CPA
Columbia Pacific Advisors
Washington
$0 -$405K 0 – Closed
2882
C
Consulta
United Kingdom
$0 -$6.45M 0 – Closed
2883
CP
Cumberland Partners
Ontario, Canada
$0 -$105K 0 – Closed
2884
CCM
CWH Capital Management
Washington
$0 -$2.1M 0 – Closed
2885
DRS
Deane Retirement Strategies
Louisiana
$0 -$1.06M 0 – Closed
2886
DAM
Deimos Asset Management
New York
$0 -$779K 0 – Closed
2887
ESCM
Echo Street Capital Management
New York
$0 -$13.2M 0 – Closed
2888
Elliott Management
Elliott Management
New York
$0 -$12.4M 0 – Closed
2889
Farallon Capital Management
Farallon Capital Management
California
$0 -$62.4M 0 – Closed
2890
F
Filament
Washington
$0 -$294K 0 – Closed
2891
FC
Financial Consulate
Maryland
$0 -$1.81M 0 – Closed
2892
GGPE
Golden Gate Private Equity
California
$0 -$82.6M 0 – Closed
2893
GMA
Goldstein Munger & Associates
California
$0 -$6.21M 0 – Closed
2894
GIG
Goodnow Investment Group
Connecticut
$0 -$10.2M 0 – Closed
2895
GCM
Gruss Capital Management
New York
$0 -$8.06M 0 – Closed
2896
HP
Harbourvest Partners
Massachusetts
$0 -$15.9M 0 – Closed
2897
HA
Havens Advisors
New York
$0 -$3.8M 0 – Closed
2898
HH
HWG Holdings
Texas
$0 -$1.79M 0 – Closed
2899
IFA
Interactive Financial Advisors
Illinois
$0 -$1K 0 – Closed
2900
Investor AB
Investor AB
Sweden
$0 -$224K 0 – Closed