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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
3076	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$0	-$349K	0	–	Closed
3077	LSC Lesa Sroufe & Co Seattle, Washington	$0	-$206K	0	–	Closed
3078	LA Linden Advisors New York	$0	-$7.09M	0	–	Closed
3079	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$0	-$2.33M	0	–	Closed
3080	LIM Longfellow Investment Management Boston, Massachusetts	$0	-$12.5M	0	–	Closed
3081	LA Lucus Advisors New York	$0	-$1.61M	0	–	Closed
3082	MM Main Management San Francisco, California	$0	-$316K	0	–	Closed
3083	Marsico Capital Management Denver, Colorado	$0	-$5.39M	0	–	Closed
3084	Mather Group Chicago, Illinois	$0	-$13.7M	0	–	Closed
3085	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$0	-$28.4M	0	–	Closed
3086	MDSL M.D. Sass LLC New York	$0	-$2.3M	0	–	Closed
3087	MM Meridian Management Little Rock, Arkansas	$0	-$2.13M	0	–	Closed
3088	MCL MIK Capital LLC New York	$0	-$69.2M	0	–	Closed
3089	MTB Mizuho Trust & Banking Tokyo, Japan	$0	-$1.21B	0	–	Closed
3090	MHAM Monroe Hall Asset Management New York	$0	-$41.3M	0	–	Closed
3091	MCM Moon Capital Management New York	$0	-$4.18M	0	–	Closed
3092	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$0	-$227K	0	–	Closed
3093	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$0	-$1.26M	0	–	Closed
3094	NR Newfound Research Wellesley Hills, Massachusetts	$0	$0	1	0%	Maintained
3095	NIM NXG Investment Management Dallas, Texas	$0	-$2.21M	0	–	Closed
3096	OC Oakmont Corp Los Angeles, California	$0	-$32.2M	0	–	Closed
3097	OAM Orinda Asset Management Lafayette, California	$0	-$1.09M	0	–	Closed
3098	OFG OTA Financial Group Purchase, New York	$0	-$10.7M	0	–	Closed
3099	PAPAIJV Paragon Associates & Paragon Associates II Joint Venture Dallas, Texas	$0	-$5.21M	0	–	Closed
3100	PIM Parker Investment Management Menlo Park, California	$0	-$205K	0	–	Closed