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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
MIG
Mariner Investment Group
New York
$0 -$19.1M 0 – Closed
2902
PAAMCP
Pacific Alternative Asset Management Company (PAAMCO)
California
$0 -$16.6M 0 – Closed
2903
PFG
Pacific Financial Group
Washington
$0 -$395K 0 – Closed
2904
PM
Parametrica Management
Hong Kong
$0 -$410K 0 – Closed
2905
PIM
Partner Investment Management
California
$0 -$3.42M 0 – Closed
2906
PTC
Peak Ten Capital
New York
$0 -$1.25M 0 – Closed
2907
PHS
PFM Health Sciences
California
$0 -$47.8M 0 – Closed
2908
PM
Platinum Management
New York
$0 -$495K 0 – Closed
2909
PLCM
Plymouth Lane Capital Management
New York
$0 -$1.17M 0 – Closed
2910
PCMF
Private Capital Management (Florida)
Florida
$0 -$15.5M 0 – Closed
2911
PAS
Professional Advisory Services
Florida
$0 -$210K 0 – Closed
2912
PIM
Provident Investment Management
Michigan
$0 -$400K 0 – Closed
2913
RT
Reliance Trust
Georgia
$0 -$4.35M 0 – Closed
2914
SCM
SAB Capital Management
New York
$0 -$59.9M 0 – Closed
2915
Sageworth Trust
Sageworth Trust
Pennsylvania
$0 -$2.11M 0 – Closed
2916
SM
Seminole Management
New York
$0 -$314M 0 – Closed
2917
SM
SLS Management
New York
$0 -$9.01M 0 – Closed
2918
SMG
Spectrum Management Group
Indiana
$0 -$1.03M 0 – Closed
2919
SI
Stanhope Investments
Cayman Islands
$0 -$377M 0 – Closed
2920
SCM
Stuyvesant Capital Management
New York
$0 -$1.21M 0 – Closed
2921
SC
Sumit Capital
New York
$0 -$112K 0 – Closed
2922
SEM
Suncoast Equity Management
Florida
$0 -$3.69M 0 – Closed
2923
Temasek Holdings
Temasek Holdings
Singapore
$0 -$449M 0 – Closed
2924
TM
TigerShark Management
New York
$0 -$2.57M 0 – Closed
2925
TAA
Turiya Advisors Asia
Hong Kong
$0 -$239M 0 – Closed