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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
2951
QCM
Quadrant Capital Management
New Jersey
$0 -$1.35M 0 – Closed
2952
RFG Advisory
RFG Advisory
Alabama
$0 -$435K 0 – Closed
2953
RGNCM
R.G. Niederhoffer Capital Management
New York
$0 -$400K 0 – Closed
2954
RCG
Ruggie Capital Group
Florida
$0 -$135K 0 – Closed
2955
RCIM
Russell Clark Investment Management
United Kingdom
$0 -$386K 0 – Closed
2956
Sachem Head Capital Management
Sachem Head Capital Management
New York
$0 -$172M 0 – Closed
2957
SAM
Sandell Asset Management
New York
$0 -$18.6M 0 – Closed
2958
SM
Scoggin Management
New York
$0 -$3.72M 0 – Closed
2959
SAM
Scopus Asset Management
New York
$0 -$7.97M 0 – Closed
2960
SCP
Scoria Capital Partners
Connecticut
$0 -$8.78M 0 – Closed
2961
SCI
Seneca Capital Investments
New York
$0 -$11.4M 0 – Closed
2962
SCM
Signia Capital Management
Washington
$0 -$136K 0 – Closed
2963
SAM
Silphium Asset Management
United Kingdom
$0 -$370K 0 – Closed
2964
SCM
SIR Capital Management
New York
$0 -$5.36M 0 – Closed
2965
SRS Investment Management
SRS Investment Management
New York
$0 -$53.3M 0 – Closed
2966
SFM
Stack Financial Management
Montana
$0 -$23.2M 0 – Closed
2967
Starboard Value
Starboard Value
New York
$0 -$12.5M 0 – Closed
2968
SCP
Syntal Capital Partners
Texas
$0 -$144K 0 – Closed
2969
TAM
Third Avenue Management
New York
$0 -$43.3M 0 – Closed
2970
TM
Tiger Management
New York
$0 -$17.1M 0 – Closed
2971
T
Tinicum
New York
$0 -$3.79M 0 – Closed
2972
Truepoint Inc
Truepoint Inc
Ohio
$0 -$265K 0 – Closed
2973
VBCP
Vollero Beach Capital Partners
New York
$0 -$5.77M 0 – Closed
2974
WC
Wexford Capital
Florida
$0 -$14.6M 0 – Closed
2975
Whitebox Advisors
Whitebox Advisors
Minnesota
$0 -$10.5M 0 – Closed