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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
2901
NM
Nokota Management
New York
$0 -$25.2M 0 – Closed
2902
PAR Capital Management
PAR Capital Management
Massachusetts
$0 -$48.2M 0 – Closed
2903
PIP
Perennial Investment Partners
Australia
$0 -$6.36M 0 – Closed
2904
RP
Raiff Partners
New York
$0 -$4.12M 0 – Closed
2905
RCM
Raptor Capital Management
Massachusetts
$0 -$3.18M 0 – Closed
2906
RGNCM
R.G. Niederhoffer Capital Management
New York
$0 -$780K 0 – Closed
2907
RCM
Rivernorth Capital Management
Florida
$0 -$244K 0 – Closed
2908
Saba Capital Management
Saba Capital Management
New York
$0 -$3.71M 0 – Closed
2909
SGH
Schonfeld Group Holdings
New York
$0 -$206K 0 – Closed
2910
SAM
Silphium Asset Management
United Kingdom
$0 -$742K 0 – Closed
2911
SC
Sophrosyne Capital
New York
$0 -$444K 0 – Closed
2912
SGEF
STAR-Global Equities Fund
New Jersey
$0 -$135K 0 – Closed
2913
SCM
Summit Capital Management
Washington
$0 -$10.3M 0 – Closed
2914
SRCM
Swift Run Capital Management
Virginia
$0 -$378K 0 – Closed
2915
SCM
Symons Capital Management
Pennsylvania
$0 -$122K 0 – Closed
2916
TAM
Telemark Asset Management
Massachusetts
$0 -$6.53M 0 – Closed
2917
Third Point
Third Point
New York
$0 -$144M 0 – Closed
2918
Tiedemann Advisors
Tiedemann Advisors
New York
$0 -$388K 0 – Closed
2919
TCM
Timpani Capital Management
Wisconsin
$0 -$3.79M 0 – Closed
2920
WAM
Watershed Asset Management
California
$0 -$6.94M 0 – Closed
2921
WCM
Weatherstone Capital Management
Colorado
$0 -$541K 0 – Closed
2922
WC
Wexford Capital
Florida
$0 -$12.3M 0 – Closed
2923
WRM
Weybosset Research & Management
Rhode Island
$0 -$403K 0 – Closed
2924
WLC
Wing Lake Capital
New York
$0 -$5.94M 0 – Closed
2925
ZIM
ZPR Investment Management
Florida
$0 -$5.07M 0 – Closed