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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	PI Pachira Investments Dana Point, California	$0	-$215K	0	–	Closed
3102	PAM Peninsula Asset Management Bradenton, Florida	$0	-$3.03M	0	–	Closed
3103	RCA Rex Capital Advisors Providence, Rhode Island	$0	-$307K	0	–	Closed
3104	RAM RK Asset Management Grosse Pointe Farms, Michigan	$0	-$5.66M	0	–	Closed
3105	RSA Robertson Stephens Advisors San Francisco, California	$0	-$702K	0	–	Closed
3106	RPA Rock Point Advisors Burlington, Vermont	$0	-$263K	0	–	Closed
3107	Ruffer LLP London, United Kingdom	$0	-$34.7M	0	–	Closed
3108	Sentry Investments Toronto, Ontario, Canada	$0	-$9.1M	0	–	Closed
3109	Sessa Capital New York	$0	-$518K	0	–	Closed
3110	SCM Signia Capital Management Spokane, Washington	$0	-$2.04M	0	–	Closed
3111	SIG Stanford Investment Group Mountain View, California	$0	-$932K	0	–	Closed
3112	SIM Strategic Investment Management Arlington, Virginia	$0	-$615K	0	–	Closed
3113	TBC Three Bays Capital Boston, Massachusetts	$0	-$30.3M	0	–	Closed
3114	TWA Tillar-Wenstrup Advisors Centerville, Ohio	$0	-$2.21M	0	–	Closed
3115	TCP Tourbillon Capital Partners New York	$0	-$56.7M	0	–	Closed
3116	UC Unterberg Capital New York	$0	-$968K	0	–	Closed
3117	UMA USA Mutuals Advisors Dallas, Texas	$0	-$4.67M	0	–	Closed
3118	VCA VIEX Capital Advisors Sunny Isles Beach, Florida	$0	-$12.7M	0	–	Closed
3119	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$0	$0	1	0%	Maintained
3120	Weiss Asset Management Boston, Massachusetts	$0	-$192K	0	–	Closed
3121	WSL Western Standard LLC Los Angeles, California	$0	-$550K	0	–	Closed
3122	YCM Yorkville Capital Management New York	$0	-$563K	0	–	Closed