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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
3401	EIC ENA Investment Capital London, United Kingdom	$0	-$12M	–	Closed
3402	EC Engaged Capital Newport Beach, California	$0	-$11.3M	–	Closed
3403	FPC Falcon Point Capital San Francisco, California	$0	-$321K	–	Closed
3404	FSA Financial Sense Advisors San Diego, California	$0	-$2.83M	–	Closed
3405	FSA Financial Services Advisory Rockville, Maryland	$0	-$314K	–	Closed
3406	Flow Traders U.S. New York	$0	-$2.16M	–	Closed
3407	FHAM Folger Hill Asset Management New York	$0	-$63.8M	–	Closed
3408	FHC Forest Hill Capital Little Rock, Arkansas	$0	-$2.94M	–	Closed
3409	FPM Francisco Partners Management San Francisco, California	$0	-$153K	–	Closed
3410	FFM Fullerton Fund Management Singapore	$0	-$40.8M	–	Closed
3411	Gates Capital Management New York	$0	-$56.8M	–	Closed
3412	GG GenWealth Group Maplewood, New Jersey	$0	-$202K	–	Closed
3413	GA Glenhill Advisors New York	$0	-$79.4M	–	Closed
3414	HLA Hamilton Lane Advisors Conshohocken, Pennsylvania	$0	-$7M	–	Closed
3415	HCS Harvest Capital Strategies San Francisco, California	$0	-$3.17M	–	Closed
3416	HAM Honeycomb Asset Management New York	$0	-$39.4M	–	Closed
3417	HCM Hoplite Capital Management New York	$0	-$44.9M	–	Closed
3418	JPC Jabodon PT Co Reno, Nevada	$0	-$10.1M	–	Closed
3419	JGGDR JGP Global Gestao de Recursos Rio De Janeiro, Brazil	$0	-$20.6M	–	Closed
3420	KAM Kavi Asset Management New York	$0	-$5.9M	–	Closed
3421	LGWM Litman Gregory Wealth Management Larkspur, California	$0	-$304K	–	Closed
3422	Locust Wood Capital Advisers New York	$0	-$4.61M	–	Closed
3423	LI LVZ Inc Holland, Michigan	$0	-$276K	–	Closed
3424	MAS Managed Account Services Coconut Grove, Florida	$0	-$200K	–	Closed
3425	MCG Meru Capital Group New York	$0	-$460K	–	Closed