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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	JWM Jackson Wealth Management Lake Mary, Florida	$0	-$2.24M	0	–	Closed
3102	KAM Kavi Asset Management New York	$0	-$5.17M	0	–	Closed
3103	KIM Kestrel Investment Management San Mateo, California	$0	-$11.7M	0	–	Closed
3104	KHCM Kettle Hill Capital Management New York	$0	-$403K	0	–	Closed
3105	LM Lasry Marc	$0	-$40.1M	0	–	Closed
3106	MAS Managed Account Services Coconut Grove, Florida	$0	-$347K	0	–	Closed
3107	MP Marlowe Partners New York	$0	-$1.46M	0	–	Closed
3108	Maven Securities St Helier, Jersey	$0	-$523K	0	–	Closed
3109	NR Newfound Research Wellesley Hills, Massachusetts	$0	+$68	2	0%	New
3110	OCM Oskie Capital Management New York	$0	-$715K	0	–	Closed
3111	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$0	-$278K	0	–	Closed
3112	SCA Salient Capital Advisors Houston, Texas	$0	-$12.9M	0	–	Closed
3113	SM SG3 Management Dorado, Puerto Rico	$0	-$119K	0	–	Closed
3114	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$0	-$461K	0	–	Closed
3115	SFM Sphera Funds Management Tel Aviv, Israel	$0	-$4.77M	0	–	Closed
3116	SI Standard Investments New York	$0	-$152M	0	–	Closed
3117	SIM Sterling Investment Management Tucson, Arizona	$0	-$1.49M	0	–	Closed
3118	TC Tairen Capital Hong Kong	$0	-$1.29M	0	–	Closed
3119	TCM TCS Capital Management New York	$0	-$14.5M	0	–	Closed
3120	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$0	-$40.1M	0	–	Closed
3121	TC TFS Capital West Chester, Pennsylvania	$0	-$4.05M	0	–	Closed
3122	TG Threshold Group Seattle, Washington	$0	-$251K	0	–	Closed
3123	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$0	-$116K	0	–	Closed
3124	UFM Ursa Fund Management Danville, California	$0	-$666K	0	–	Closed