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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	FM Family Management New York	$0	-$753K	–	Closed
2902	FBFS First Business Financial Services Madison, Wisconsin	$0	-$790K	–	Closed
2903	Flow Traders U.S. New York	$0	-$80K	–	Closed
2904	FIG Fusion Investment Group Pittsburgh, Pennsylvania	$0	-$14K	–	Closed
2905	GI Gavea Investimentos Rj, Brazil	$0	-$8.03M	–	Closed
2906	GCG Giovine Capital Group Santa Monica, California	$0	-$2.52M	–	Closed
2907	Glazer Capital LLC New York	$0	-$9.3M	–	Closed
2908	Graham Capital Management Rowayton, Connecticut	$0	-$3.36M	–	Closed
2909	GC Gratia Capital Los Angeles, California	$0	-$5.25M	–	Closed
2910	GOCM Green Owl Capital Management New York	$0	-$462K	–	Closed
2911	GAM GVO Asset Management Zug, Switzerland	$0	-$25.1M	–	Closed
2912	HA Hays Advisory Franklin, Tennessee	$0	-$3.37M	–	Closed
2913	HAM HHR Asset Management Berkeley Heights, New Jersey	$0	-$97.8M	–	Closed
2914	HCM Highfields Capital Management Boston, Massachusetts	$0	-$265M	–	Closed
2915	HCM Holland Capital Management Chicago, Illinois	$0	-$44.7M	–	Closed
2916	HCM Hoplite Capital Management New York	$0	-$131M	–	Closed
2917	IGM Incline Global Management New York	$0	-$22.5M	–	Closed
2918	IRS Invictus RG (Singapore) Singapore	$0	-$3.34M	–	Closed
2919	JWM Jackson Wealth Management Lake Mary, Florida	$0	-$768K	–	Closed
2920	JAM JCIC Asset Management Toronto, Ontario, Canada	$0	-$5.63M	–	Closed
2921	JCG JHL Capital Group Chicago, Illinois	$0	-$55M	–	Closed
2922	JMH J.M. Hartwell New York	$0	-$341K	–	Closed
2923	LFR Lehman Financial Resources Media, Pennsylvania	$0	-$343K	–	Closed
2924	LCP LeVasseur Capital Partners Newport Beach, California	$0	-$5.12M	–	Closed
2925	LVP Limestone Value Partners Houston, Texas	$0	-$893K	–	Closed