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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
2926
LCM
Leonard Capital Management
Florida
$0 -$6.23M 0 – Closed
2927
LCM
LG Capital Management
Maryland
$0 -$4.56M 0 – Closed
2928
LA
Linden Advisors
New York
$0 -$255K 0 – Closed
2929
MAM
Marquette Asset Management
Minnesota
$0 -$292K 0 – Closed
2930
MCM
Mazama Capital Management
Oregon
$0 -$29.3M 0 – Closed
2931
MFS
McNamara Financial Services
Massachusetts
$0 -$5.37M 0 – Closed
2932
Merriman Wealth Management
Merriman Wealth Management
Washington
$0 -$201K 0 – Closed
2933
MFS
Monetta Financial Services
Illinois
$0 -$3.33M 0 – Closed
2934
NCM
Niemann Capital Management
Nevada
$0 -$279K 0 – Closed
2935
NMIS
Northwestern Mutual Investment Services
Wisconsin
$0 -$11K 0 – Closed
2936
OMC
Oasis Management Company
Cayman Islands
$0 -$425K 0 – Closed
2937
OCBV
Ownership Capital B.V.
Netherlands
$0 -$13.1M 0 – Closed
2938
Plancorp LLC
Plancorp LLC
Missouri
$0 -$490K 0 – Closed
2939
PointState Capital
PointState Capital
New York
$0 -$7.92M 0 – Closed
2940
PAS
Professional Advisory Services
Florida
$0 -$200K 0 – Closed
2941
PSAMP
P. Schoenfeld Asset Management (PSAM)
New York
$0 -$52.6M 0 – Closed
2942
RCM
Raging Capital Management
New Jersey
$0 -$27.9M 0 – Closed
2943
RAM
Ramsey Asset Management
Virginia
$0 -$2.52M 0 – Closed
2944
RWM
Rezny Wealth Management
Florida
$0 -$17K 0 – Closed
2945
RiverFront Investment Group
RiverFront Investment Group
Virginia
$0 -$19.4M 0 – Closed
2946
RCM
Riverpark Capital Management
New York
$0 -$1.22M 0 – Closed
2947
RCM
Rotella Capital Management
Washington
$0 -$2.02M 0 – Closed
2948
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK)
United Kingdom
$0 -$7K 0 – Closed
2949
RCMC
Rubric Capital Management (Connecticut)
Connecticut
$0 -$67.5M 0 – Closed
2950
SFP
Santa Fe Partners
New Mexico
$0 -$17.1M 0 – Closed