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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	Theme Stocks	% of Portfolio	Status
2926	LIM Lorem Ipsum Management New York	$0	-$3.93M	0	–	Closed
2927	MVIP Mar Vista Investment Partners Los Angeles, California	$0	-$625K	0	–	Closed
2928	MG Meritage Group San Francisco, California	$0	-$88.7M	0	–	Closed
2929	MTWSIF Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel	$0	-$789K	0	–	Closed
2930	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$0	-$793K	0	–	Closed
2931	NR Newfound Research Wellesley Hills, Massachusetts	$0	-$1K	1	0%	Reduced
2932	NVIM New Vernon Investment Management Highland Park, Illinois	$0	-$1.47M	0	–	Closed
2933	NCM Northroad Capital Management New York	$0	-$469K	0	–	Closed
2934	PAIA Park Avenue Institutional Advisers New York	$0	-$4.17M	0	–	Closed
2935	Park Avenue Securities New York	$0	-$562K	0	–	Closed
2936	PGH Partners Group Holding Baar-Zug, Switzerland	$0	-$26.5M	0	–	Closed
2937	PAM PineView Asset Management Greenwich, Connecticut	$0	-$1.36M	0	–	Closed
2938	PPCM PW Partners Capital Management Chicago, Illinois	$0	-$599K	0	–	Closed
2939	RCM Raging Capital Management Rocky Hill, New Jersey	$0	-$13M	0	–	Closed
2940	RDM Retirement Design & Management Westport, Connecticut	$0	-$1.76M	0	–	Closed
2941	RTS Round Table Services Westfield, New Jersey	$0	-$405K	0	–	Closed
2942	SAM Scion Asset Management Saratoga, California	$0	-$2.86M	0	–	Closed
2943	SMC S. Muoio & Co New York	$0	-$1.47M	0	–	Closed
2944	ST Sphinx Trading Chicago, Illinois	$0	-$29K	0	–	Closed
2945	SJIC St. James Investment Company Southlake, Texas	$0	-$658K	0	–	Closed
2946	SG Strid Group Newtown Square, Pennsylvania	$0	-$237K	0	–	Closed
2947	TC Toews Corporation Northfield, New Jersey	$0	-$543K	0	–	Closed
2948	TAAM Top Ace Asset Management Hong Kong	$0	-$533K	0	–	Closed
2949	TCG Tremblant Capital Group West Palm Beach, Florida	$0	-$24.7M	0	–	Closed
2950	TBAM True Bearing Asset Management San Francisco, California	$0	-$1.34M	0	–	Closed