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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	EA Ecofin Advisors London, United Kingdom	$0	-$14.8M	0	–	Closed
3077	EA Efficient Advisors Mason, Ohio	$0	-$268K	0	–	Closed
3078	EA Euclid Advisors Hartford, Connecticut	$0	-$567K	0	–	Closed
3079	FM Family Management New York	$0	-$1.63M	0	–	Closed
3080	FSA Financial Sense Advisors San Diego, California	$0	-$4.91M	0	–	Closed
3081	FVP Firefly Value Partners Newtown, Pennsylvania	$0	-$797K	0	–	Closed
3082	FTB First Trust Bank Nassau, Bahamas	$0	-$5.63M	0	–	Closed
3083	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$0	-$2.62M	0	–	Closed
3084	GPC Glacier Peak Capital Bellevue, Washington	$0	-$2.2M	0	–	Closed
3085	Glazer Capital LLC New York	$0	-$4.03M	0	–	Closed
3086	Harvard Management Company Boston, Massachusetts	$0	-$1.83M	0	–	Closed
3087	HCS Harvest Capital Strategies San Francisco, California	$0	-$18.3M	0	–	Closed
3088	HIP Hatteras Investment Partners Raleigh, North Carolina	$0	-$1.28M	0	–	Closed
3089	HCM Hoplite Capital Management New York	$0	-$38M	0	–	Closed
3090	ICA Infrastructure Capital Advisors New York	$0	-$686K	0	–	Closed
3091	IP Interval Partners New York	$0	-$3.04M	0	–	Closed
3092	JCG JHL Capital Group Chicago, Illinois	$0	-$40.8M	0	–	Closed
3093	LP LGL Partners Philadelphia, Pennsylvania	$0	-$366K	0	–	Closed
3094	LM Litespeed Management New York	$0	-$9.2M	0	–	Closed
3095	LCM Lucha Capital Management San Francisco, California	$0	-$5.39M	0	–	Closed
3096	Maven Securities St Helier, Jersey	$0	-$87K	0	–	Closed
3097	MVM McClain Value Management New Canaan, Connecticut	$0	-$3.71M	0	–	Closed
3098	NR Newfound Research Wellesley Hills, Massachusetts	$0	$0	1	0%	Maintained
3099	NFM North Forty Management Seattle, Washington	$0	-$252K	0	–	Closed
3100	OIMU Orbis Investment Management (US) San Francisco, California	$0	-$11.2M	0	–	Closed