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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
2926	LCM LionEye Capital Management New York	$0	-$57.4M	–	Closed
2927	LYV Live Your Vision West Conshohocken, Pennsylvania	$0	-$112K	–	Closed
2928	LOCC Lombard Odier & Cie (Canada) Montreal, Quebec, Canada	$0	-$56K	–	Closed
2929	LCP Longbow Capital Partners New York	$0	-$631K	–	Closed
2930	LFM Lumina Fund Management New York	$0	-$1.89M	–	Closed
2931	MAS Madden Advisory Services Jacksonville, Florida	$0	-$19K	–	Closed
2932	MSU Maple Securities USA Jersey City, New Jersey	$0	-$6.35M	–	Closed
2933	MFM Marianas Fund Management New York	$0	-$37.1M	–	Closed
2934	Mariner Independent Advisor Network Overland Park, Kansas	$0	-$1.03M	–	Closed
2935	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$0	-$6.01M	–	Closed
2936	MCG Meru Capital Group New York	$0	-$3.73M	–	Closed
2937	Michael & Susan Dell Foundation New York	$0	-$9.1M	–	Closed
2938	MC MSF Capital New York	$0	-$236K	–	Closed
2939	NCA Newbrook Capital Advisors New York	$0	-$51.9M	–	Closed
2940	NCM Newland Capital Management New York	$0	-$1.33M	–	Closed
2941	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$0	-$22.2M	–	Closed
2942	NIM NXG Investment Management Dallas, Texas	$0	-$3.35M	–	Closed
2943	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$0	-$13.8M	–	Closed
2944	PCM Palestra Capital Management New York	$0	-$50.4M	–	Closed
2945	PC Passport Capital San Francisco, California	$0	-$5.4M	–	Closed
2946	POA Pergamon Offshore Advisors New York	$0	-$3.59M	–	Closed
2947	PSC Piper Sandler & Co Minneapolis, Minnesota	$0	-$2.31M	–	Closed
2948	PC Pomelo Capital New York	$0	-$3.36M	–	Closed
2949	PRHC P.R. Herzig & Co Roslyn Heights, New York	$0	-$1.47M	–	Closed
2950	QC QCM Cayman Houston, Texas	$0	-$1.17M	–	Closed