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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
3051	DILH Dai-ichi Life Holdings Tokyo, Japan	$0	-$108M	–	Closed
3052	DLPIC Davide Leone & Partners Investment Company London, United Kingdom	$0	-$23M	–	Closed
3053	DC Deere & Company Moline, Illinois	$0	-$66.2M	–	Closed
3054	DCM Destrier Capital Management New York	$0	-$5.41M	–	Closed
3055	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$0	-$914K	–	Closed
3056	DRW Securities Chicago, Illinois	$0	-$338K	–	Closed
3057	DA DSC Advisors Chicago, Illinois	$0	-$173K	–	Closed
3058	DFO Duquesne Family Office New York	$0	-$127M	–	Closed
3059	Eagle Capital Management (New York) New York	$0	-$626K	–	Closed
3060	EGM Espalier Global Management New York	$0	-$16.9M	–	Closed
3061	GA Gateway Advisory Westfield, New Jersey	$0	-$286K	–	Closed
3062	GI Glovista Investments Jersey City, New Jersey	$0	-$4.21M	–	Closed
3063	Hawk Ridge Capital Management Los Angeles, California	$0	-$1.73M	–	Closed
3064	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$0	-$1.05M	–	Closed
3065	HS Horan Securities Cincinnati, United States	$0	-$98K	–	Closed
3066	HH HWG Holdings Houston, Texas	$0	-$7.79M	–	Closed
3067	IAM Impala Asset Management Palm Beach, Florida	$0	-$5.9M	–	Closed
3068	IFA Interactive Financial Advisors New Lenox, Illinois	$0	-$2K	–	Closed
3069	JFA Johanson Financial Advisors Campbell, California	$0	-$1.37M	–	Closed
3070	JSAM J. Safra Asset Management New York	$0	-$292K	–	Closed
3071	Junto Capital Management New York	$0	-$12.9M	–	Closed
3072	KA Kerrisdale Advisers Miami, Florida	$0	-$1.05M	–	Closed
3073	KC Kingfisher Capital Charlotte, North Carolina	$0	-$2.06M	–	Closed
3074	Kohlberg Kravis Roberts & Co New York	$0	-$66.3M	–	Closed
3075	LPU Lansdowne Partners (UK) London, United Kingdom	$0	-$760K	–	Closed