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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
SCM
Segantii Capital Management
Hong Kong
$0 -$86K 0 – Closed
2927
SAMH
Shanda Asset Management Holdings
British Virgin Islands
$0 -$8.45M 0 – Closed
2928
SC
Shellback Capital
Massachusetts
$0 -$27.6M 0 – Closed
2929
SAM
Silverback Asset Management
North Carolina
$0 -$936K 0 – Closed
2930
SFM
Sphera Funds Management
Israel
$0 -$2.11M 0 – Closed
2931
SRCM
Sterling Ridge Capital Management
New York
$0 -$1.46M 0 – Closed
2932
SFPIA
Stevens First Principles Investment Advisors
California
$0 -$210K 0 – Closed
2933
SRAM
Stone Ridge Asset Management
New York
$0 -$1.01M 0 – Closed
2934
SC
Stratford Consulting
Texas
$0 -$277K 0 – Closed
2935
S
StratiFi
California
$0 -$285K 0 – Closed
2936
TCM
TD Capital Management
Tennessee
$0 -$285K 0 – Closed
2937
Third Point
Third Point
New York
$0 -$201M 0 – Closed
2938
TAL
TIG Advisors LLC
New York
$0 -$40.8M 0 – Closed
2939
TEC
Tiger Eye Capital
Tennessee
$0 -$19.1M 0 – Closed
2940
THCM
Tipp Hill Capital Management
New York
$0 -$6.71M 0 – Closed
2941
T
TOBAM
France
$0 -$9.34M 0 – Closed
2942
TC
Towle & Co
Colorado
$0 -$3K 0 – Closed
2943
TCSAM
Tyrus Capital S.A.M.
Monaco
$0 -$41.3M 0 – Closed
2944
UFA
US Financial Advisors
Massachusetts
$0 -$146K 0 – Closed
2945
VBCP
Vollero Beach Capital Partners
New York
$0 -$7M 0 – Closed
2946
WCM
Wallace Capital Management
Texas
$0 -$204K 0 – Closed
2947
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$0 -$1.68M 0 – Closed
2948
WAP
Wealthcare Advisory Partners
Pennsylvania
$0 +$88 1 0% New
2949
WestEnd Advisors
WestEnd Advisors
North Carolina
$0 -$102M 0 – Closed
2950
WAMC
Western Asset Management Company
California
$0 -$8K 0 – Closed