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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	% of Portfolio	Status
3376	CAM CMT Asset Management Chicago, Illinois	$0	-$595K	–	Closed
3377	CC Coastland Capital Palo Alto, California	$0	-$80.2M	–	Closed
3378	CAM Concorde Asset Management Ann Arbor, Michigan	$0	-$323K	–	Closed
3379	CCM Concourse Capital Management Atlanta, Georgia	$0	-$708K	–	Closed
3380	CCPM Cooper Creek Partners Management New York	$0	-$10.7M	–	Closed
3381	CCM Cutler Capital Management Worcester, Massachusetts	$0	-$190K	–	Closed
3382	DFO Duquesne Family Office New York	$0	-$16.4M	–	Closed
3383	ERM Elm Ridge Management Briarcliff Manor, New York	$0	-$4.78M	–	Closed
3384	Evercore Trust Company New York	$0	-$18.6M	–	Closed
3385	FIM Farmhouse Investment Management Greenbrae, California	$0	-$2.2M	–	Closed
3386	Fiduciary Management Inc Milwaukee, Wisconsin	$0	-$39.6M	–	Closed
3387	Flow Traders U.S. New York	$0	-$177K	–	Closed
3388	FFS Founders Financial Securities Towson, Maryland	$0	-$876K	–	Closed
3389	G Gainplan Bloomfield Hills, Michigan	$0	-$302K	–	Closed
3390	GHA Garcia Hamilton & Associates Houston, Texas	$0	-$892K	–	Closed
3391	GS Girard Securities San Diego, California	$0	-$511K	–	Closed
3392	Glazer Capital LLC New York	$0	-$1K	–	Closed
3393	GAMA Graticule Asia Macro Advisors New York	$0	-$107M	–	Closed
3394	GPCM Greenbrier Partners Capital Management Dallas, Texas	$0	-$4.43M	–	Closed
3395	GCM Grisanti Capital Management New York	$0	-$13.7M	–	Closed
3396	HCS Harvest Capital Strategies San Francisco, California	$0	-$1.28M	–	Closed
3397	HIM HGC Investment Management Toronto, Ontario, Canada	$0	-$8.56M	–	Closed
3398	HBWM Hollow Brook Wealth Management Katonah, New York	$0	-$2.74M	–	Closed
3399	HCM Huber Capital Management El Segundo, California	$0	-$24K	–	Closed
3400	ICOA Investment Centers of America Bismarck, North Dakota	$0	-$13.9M	–	Closed