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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
3051	HCM Huber Capital Management El Segundo, California	$24K	-$1.36M	1	0%	Reduced
3052	MIM Macroview Investment Management Bethesda, Maryland	$16K	+$15.2K	3	0.09%	Increased
3053	FA Fortis Advisors Wayne, Pennsylvania	$14K	$0	1	0.01%	Maintained
3054	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$12K	-$2.86K	1	0%	Reduced
3055	IAS INR Advisory Services Media, Pennsylvania	$12K	-$1.36M	2	0%	Reduced
3056	PSW Portfolio Strategies (Washington) Tacoma, Washington	$10K	$0	1	0.01%	Maintained
3057	Glazer Capital LLC New York	$2K	+$2.05K	1	0%	New
3058	FM Factorial Management Hong Kong	$1K	-$431K	1	0.02%	Reduced
3059	FAM Flaharty Asset Management Clearwater, Florida	$322	-$342K	1	0.18%	Reduced
3060	2L 22NW LP Seattle, Washington	$0	-$896K	0	–	Closed
3061	ACP Acuta Capital Partners Redwood City, California	$0	-$5.93M	0	–	Closed
3062	AIP Almanack Investment Partners Wayne, Pennsylvania	$0	-$243K	0	–	Closed
3063	ACM Altalis Capital Management New York	$0	-$4.72M	0	–	Closed
3064	Aristeia Capital Greenwich, Connecticut	$0	-$5.67M	0	–	Closed
3065	ACP Arrowgrass Capital Partners London, United Kingdom	$0	-$3.1M	0	–	Closed
3066	AG Artal Group Luxembourg	$0	-$3.61M	0	–	Closed
3067	AWA Artemis Wealth Advisors New York	$0	-$10.8K	0	–	Closed
3068	AG Ashmore Group London, United Kingdom	$0	-$6.97M	0	–	Closed
3069	AIM Atlantic Investment Management New York	$0	-$4.42M	0	–	Closed
3070	AIM Avity Investment Management Greenwich, Connecticut	$0	-$225K	0	–	Closed
3071	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$0	-$6.72M	0	–	Closed
3072	BP BBR Partners New York	$0	-$447K	0	–	Closed
3073	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$0	-$1K	0	–	Closed
3074	BC Beaconlight Capital New York	$0	-$4.93M	0	–	Closed
3075	BRCA Birch Run Capital Advisors Dallas, Texas	$0	-$702K	0	–	Closed