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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
3101	PFG Piershale Financial Group Barrington, Illinois	$0	-$125K	0	–	Closed
3102	PLP Pleasant Lake Partners Rincon, Puerto Rico	$0	-$3.53M	0	–	Closed
3103	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$0	-$566K	0	–	Closed
3104	RGNCM R.G. Niederhoffer Capital Management New York	$0	-$1.68M	0	–	Closed
3105	SMH Sanders Morris Harris Houston, Texas	$0	-$2.88M	0	–	Closed
3106	SAS Sarbit Advisory Services Winnipeg, Manitoba, Canada	$0	-$38.1M	0	–	Closed
3107	SIG Schooner Investment Group Wayne, Pennsylvania	$0	-$906K	0	–	Closed
3108	SCM Sirios Capital Management Boston, Massachusetts	$0	-$14.2M	0	–	Closed
3109	TAM Taylor Asset Management Toronto, Ontario, Canada	$0	-$38.1M	0	–	Closed
3110	TCM TD Capital Management Memphis, Tennessee	$0	-$2K	0	–	Closed
3111	TG Threshold Group Seattle, Washington	$0	-$701K	0	–	Closed
3112	TC TradeLink Capital Chicago, Illinois	$0	-$1.99M	0	–	Closed
3113	TCM Tran Capital Management San Rafael, California	$0	-$16.3M	0	–	Closed
3114	VCP Valtura Capital Partners New York	$0	-$13.7M	0	–	Closed
3115	VCM Venator Capital Management Toronto, Ontario, Canada	$0	-$3.2M	0	–	Closed
3116	VIM Veritas Investment Management London, United Kingdom	$0	-$440K	0	–	Closed
3117	VAM Visionary Asset Management Houston, Texas	$0	-$3.4M	0	–	Closed
3118	VBCP Vollero Beach Capital Partners New York	$0	-$1.17M	0	–	Closed
3119	Waratah Capital Advisors Toronto, Ontario, Canada	$0	-$228K	0	–	Closed
3120	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$0	$0	1	0%	Maintained
3121	ZP Zimmer Partners New York	$0	-$15M	0	–	Closed