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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	BAWC Black-and-white Capital Los Angeles, California	$0	-$6.06M	0	–	Closed
3077	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$0	-$904K	0	–	Closed
3078	CIR Clear Investment Research Alpharetta, Georgia	$0	+$381	1	0%	New
3079	C Consulta London, United Kingdom	$0	-$13.5M	0	–	Closed
3080	DAM DLD Asset Management New York	$0	-$4.25M	0	–	Closed
3081	DSM Capital Partners Palm Beach Gardens, Florida	$0	-$94M	0	–	Closed
3082	EP Edinburgh Partners Edinburgh, United Kingdom	$0	-$55K	0	–	Closed
3083	EM Endicott Management New York	$0	-$764K	0	–	Closed
3084	EPCM Eton Park Capital Management New York	$0	-$210M	0	–	Closed
3085	FPA Fieldpoint Private Advisors New York	$0	-$882K	0	–	Closed
3086	FO FT Options Chicago, Illinois	$0	-$491K	0	–	Closed
3087	GCM Gruss Capital Management New York	$0	-$44.4M	0	–	Closed
3088	HIM Hanlon Investment Management Egg Harbor Township, New Jersey	$0	-$3M	0	–	Closed
3089	HC Hillman Company Pittsburgh, Pennsylvania	$0	-$337K	0	–	Closed
3090	HEC Hudson Executive Capital New York	$0	-$44.8M	0	–	Closed
3091	IMIM Irving Magee Investment Management Conshohocken, Pennsylvania	$0	-$11.4M	0	–	Closed
3092	KCM KSA Capital Management Morristown, New Jersey	$0	-$344K	0	–	Closed
3093	LCM Landscape Capital Management Englewood, New Jersey	$0	-$1.92M	0	–	Closed
3094	LA Linden Advisors New York	$0	-$4.03M	0	–	Closed
3095	LT LJ Trust Reno, Nevada	$0	-$27.9M	0	–	Closed
3096	LHC Lodge Hill Capital New York	$0	-$27.5M	0	–	Closed
3097	MAS Madden Advisory Services Jacksonville, Florida	$0	-$14K	0	–	Closed
3098	MSWM Mader & Shannon Wealth Management Kansas City, Missouri	$0	-$1.12M	0	–	Closed
3099	MCG Meru Capital Group New York	$0	-$896K	0	–	Closed
3100	MCM Moon Capital Management New York	$0	-$2.96M	0	–	Closed