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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
3376	PSC Piper Sandler & Co Minneapolis, Minnesota	$4K	+$4.11K	2	0%	New
3377	CIR Clear Investment Research Alpharetta, Georgia	$1K	$0	1	0%	Maintained
3378	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$1K	$0	1	0%	Maintained
3379	AFA Alta Fundamental Advisers New York	$0	-$3.85M	0	–	Closed
3380	ACM Altalis Capital Management New York	$0	-$1.53M	0	–	Closed
3381	AIM AMI Investment Management Kendallville, Indiana	$0	-$207K	0	–	Closed
3382	AIA Arrow Investment Advisors Laurel, Maryland	$0	-$445K	0	–	Closed
3383	AC Ashler Capital Chicago, Illinois	$0	-$556K	0	–	Closed
3384	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$0	-$28.3M	0	–	Closed
3385	BCM BBT Capital Management Fort Worth, Texas	$0	-$46.5M	0	–	Closed
3386	BIM Beach Investment Management West Conshohocken, Pennsylvania	$0	-$735K	0	–	Closed
3387	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$0	-$3.07K	0	–	Closed
3388	Beutel, Goodman & Co Toronto, Ontario, Canada	$0	-$25.7M	0	–	Closed
3389	BAWC Black-and-white Capital Los Angeles, California	$0	-$14.1M	0	–	Closed
3390	BTP Bloom Tree Partners New York	$0	-$22.6M	0	–	Closed
3391	BEC Blue Edge Capital Richmond, Virginia	$0	-$1.77M	0	–	Closed
3392	Castle Hook Partners New York	$0	-$19.6M	0	–	Closed
3393	CIM Corbyn Investment Management Lutherville, Maryland	$0	-$164K	0	–	Closed
3394	CreativeOne Wealth Overland Park, Kansas	$0	-$223K	0	–	Closed
3395	CF Cypress Funds Los Angeles, California	$0	-$95M	0	–	Closed
3396	Davidson Kempner Capital Management New York	$0	-$1.81B	0	–	Closed
3397	DP DSAM Partners London, United Kingdom	$0	-$22.3M	0	–	Closed
3398	DIP DT Investment Partners Chadds Ford, Pennsylvania	$0	-$4.43M	0	–	Closed
3399	DFO Duquesne Family Office New York	$0	-$265M	0	–	Closed
3400	ECP Electron Capital Partners New York	$0	-$6.79M	0	–	Closed