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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
2901	OCM Oskie Capital Management New York	$0	-$24M	–	Closed
2902	PCM Palestra Capital Management New York	$0	-$27.5M	–	Closed
2903	PA Para Advisors New York	$0	-$4.54M	–	Closed
2904	PC Perry Capital New York	$0	-$325M	–	Closed
2905	PCM Price Capital Management Lafayette, Louisiana	$0	-$5.76M	–	Closed
2906	PAM PVG Asset Management Golden, Colorado	$0	-$6.75M	–	Closed
2907	QC QCM Cayman Houston, Texas	$0	-$320K	–	Closed
2908	RC RBO & Co Saint Helena, California	$0	-$4.87M	–	Closed
2909	RP Realm Partners New York	$0	-$2.08M	–	Closed
2910	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$0	-$226K	–	Closed
2911	RCA Rex Capital Advisors Providence, Rhode Island	$0	-$314K	–	Closed
2912	SC Saiers Capital New York	$0	-$6.34M	–	Closed
2913	Santa Barbara Asset Management Los Angeles, California	$0	-$104M	–	Closed
2914	SCGE Management Menlo Park, California	$0	-$38M	–	Closed
2915	SAM Serengeti Asset Management New York	$0	-$1.84M	–	Closed
2916	SCM SkyTop Capital Management Rutherford, New Jersey	$0	-$21.2M	–	Closed
2917	SA Steadfast Advisors New York	$0	-$4.14M	–	Closed
2918	SCM Steadfast Capital Management New York	$0	-$97.3M	–	Closed
2919	SC Stralem & Co New York	$0	-$43.3M	–	Closed
2920	TI Telemetry Investments New York	$0	-$1.01M	–	Closed
2921	TNAM Terra Nova Asset Management New York	$0	-$847K	–	Closed
2922	TFF The Family Firm Bethesda, Maryland	$0	-$242K	–	Closed
2923	TEC Tiger Eye Capital Nashville, Tennessee	$0	-$49.6M	–	Closed
2924	TFCP Twin Focus Capital Partners Boston, Massachusetts	$0	-$216K	–	Closed
2925	UPA Union Point Advisors San Mateo, California	$0	-$12.8M	–	Closed