← 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
2901
Dorsal Capital Management
Dorsal Capital Management
California
$0 -$33.8M 0 – Closed
2902
DP
DSAM Partners
United Kingdom
$0 -$1.18M 0 – Closed
2903
DIP
DT Investment Partners
Pennsylvania
$0 -$224K 0 – Closed
2904
EMA
Efficient Market Advisors
California
$0 -$33K 0 – Closed
2905
EL
Elberon LLC
Texas
$0 -$2.5M 0 – Closed
2906
ECM
Empire Capital Management
Connecticut
$0 -$2.88M 0 – Closed
2907
Empyrean Capital Partners
Empyrean Capital Partners
California
$0 -$38.8M 0 – Closed
2908
ES
Equitec Specialists
Illinois
$0 -$98K 0 – Closed
2909
EAM
Exane Asset Management
France
$0 -$661K 0 – Closed
2910
FSA
Financial Sense Advisors
California
$0 -$3.86M 0 – Closed
2911
FCM
Force Capital Management
New York
$0 -$18.7M 0 – Closed
2912
FFS
Founders Financial Securities
Maryland
$0 -$9.21M 0 – Closed
2913
GLAM
Gardner Lewis Asset Management
Pennsylvania
$0 -$1.06M 0 – Closed
2914
GAM
Goldentree Asset Management
New York
$0 -$11.3M 0 – Closed
2915
GC
Greenlight Capital
New York
$0 -$30.8M 0 – Closed
2916
HW
Hedeker Wealth
Illinois
$0 -$1.57M 0 – Closed
2917
HCCM
Herring Creek Capital Management
Connecticut
$0 -$24.4M 0 – Closed
2918
HCM
Hirzel Capital Management
Texas
$0 -$30.2M 0 – Closed
2919
Horizon Investments
Horizon Investments
North Carolina
$0 -$9.55M 0 – Closed
2920
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$0 -$26.3M 0 – Closed
2921
JC
Joho Capital
New York
$0 -$2.87M 0 – Closed
2922
JCM
JS Capital Management
New York
$0 -$316K 0 – Closed
2923
KAM
Kassirer Asset Management
Ontario, Canada
$0 -$694K 0 – Closed
2924
KAH
Kathryn A. Hall
$0 -$21.3M 0 – Closed
2925
LAM
Lapides Asset Management
Connecticut
$0 -$5.53M 0 – Closed