← 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

Advanced Packaging Analog & Power Semis Photonics & Optical Interconnect Semicap & Lithography

#	Name	Holding	Trade Value	% of Portfolio	Status
2901	JP Jana Partners New York	$0	-$10.3M	–	Closed
2902	Jefferies Financial Group New York	$0	-$680K	–	Closed
2903	Karpus Investment Management Pittsford, New York	$0	-$257K	–	Closed
2904	KCP Kortright Capital Partners New York	$0	-$840K	–	Closed
2905	LIM Lagoda Investment Management New York	$0	-$13M	–	Closed
2906	LCM Lakewood Capital Management New York	$0	-$23.9M	–	Closed
2907	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$0	-$375K	–	Closed
2908	LCM Legato Capital Management San Francisco, California	$0	-$3.14M	–	Closed
2909	LFR Lehman Financial Resources Media, Pennsylvania	$0	-$2.19M	–	Closed
2910	MP Manifold Partners San Francisco, California	$0	-$704K	–	Closed
2911	Marsico Capital Management Denver, Colorado	$0	-$1.89M	–	Closed
2912	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$0	-$29K	–	Closed
2913	NPGCU Napier Park Global Capital (US) New York	$0	-$4.33M	–	Closed
2914	OL Orbitronix LP Newport Beach, California	$0	-$2.3M	–	Closed
2915	OMC Overbrook Management Corp New York	$0	-$453K	–	Closed
2916	PAM PartnerRe Asset Management Greenwich, Connecticut	$0	-$4.29M	–	Closed
2917	PC Paulson & Co New York	$0	-$368M	–	Closed
2918	PWPCM Perella Weinberg Partners Capital Management New York	$0	-$2.49M	–	Closed
2919	PC PM Capital Sydney, Australia	$0	-$3.68M	–	Closed
2920	PCM Polaris Capital Management Boston, Massachusetts	$0	-$150K	–	Closed
2921	RCA Rex Capital Advisors Providence, Rhode Island	$0	-$363K	–	Closed
2922	RFG Advisory Birmingham, Alabama	$0	-$204K	–	Closed
2923	Ruane, Cunniff & Goldfarb New York	$0	-$289K	–	Closed
2924	SCM Sabal Capital Management Santa Monica, California	$0	-$3.84M	–	Closed
2925	SC Searle & Co Greenwich, Connecticut	$0	-$1.45M	–	Closed