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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
Carlyle Group
Carlyle Group
District of Columbia
$0 -$501M 0 – Closed
2902
Carrhae Capital
Carrhae Capital
United Kingdom
$0 -$8.54M 0 – Closed
2903
CWM
Cedar Wealth Management
California
$0 -$1K 0 – Closed
2904
CCP
Centaur Capital Partners
Texas
$0 -$365K 0 – Closed
2905
CCM
Chicago Capital Management
Illinois
$0 -$17M 0 – Closed
2906
CAM
Concorde Asset Management
Michigan
$0 -$373K 0 – Closed
2907
CCPM
Cooper Creek Partners Management
New York
$0 -$6.14M 0 – Closed
2908
DK
Darrell & King
Virginia
$0 -$240K 0 – Closed
2909
DII
Domini Impact Investments
New York
$0 -$211K 0 – Closed
2910
EAMA
EFG Asset Management (Americas)
Florida
$0 -$303K 0 – Closed
2911
Element Capital Management
Element Capital Management
New York
$0 -$2.16M 0 – Closed
2912
EC
Eminence Capital
New York
$0 -$11.3M 0 – Closed
2913
ECM
Empire Capital Management
Connecticut
$0 -$7.5M 0 – Closed
2914
ES
Equitec Specialists
Illinois
$0 -$208K 0 – Closed
2915
FWM
FFT Wealth Management
Pennsylvania
$0 -$346K 0 – Closed
2916
FTI
Fiduciary Trust International
Massachusetts
$0 -$1.27M 0 – Closed
2917
FTCM
Fir Tree Capital Management
New York
$0 -$21.3M 0 – Closed
2918
FIG
Fortress Investment Group
New York
$0 -$8.47M 0 – Closed
2919
GE
General Electric
Ohio
$0 -$685M 0 – Closed
2920
HA
Harfst & Associates
Wyoming
$0 -$9.03M 0 – Closed
2921
JT
Jump Trading
Illinois
$0 -$3.79M 0 – Closed
2922
KAM
Keeley Asset Management
Illinois
$0 -$24.9M 0 – Closed
2923
KA
KLCM Advisors
Wisconsin
$0 -$783K 0 – Closed
2924
KCM
KSA Capital Management
New Jersey
$0 -$138K 0 – Closed
2925
LOT
Lombard Odier Transatlantic
Quebec, Canada
$0 -$10K 0 – Closed