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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	Lockheed Martin Investment Management Bethesda, Maryland	$0	-$212K	–	Closed
3402	LCM Lucas Capital Management Red Bank, New Jersey	$0	-$732K	–	Closed
3403	LSC Lyon Street Capital Sausalito, California	$0	-$1.47M	–	Closed
3404	MP Manikay Partners New York	$0	-$126M	–	Closed
3405	MCP Maso Capital Partners Hong Kong	$0	-$19.2M	–	Closed
3406	MCM Mason Capital Management New York	$0	-$81.2M	–	Closed
3407	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$0	-$2.1M	–	Closed
3408	MKP Capital Management New York	$0	-$1.23M	–	Closed
3409	MPAM Monarch Partners Asset Management Boston, Massachusetts	$0	-$9.25M	–	Closed
3410	MFS Monetta Financial Services Wheaton, Illinois	$0	-$3.67M	–	Closed
3411	NAM Needelman Asset Management Ladera Ranch, California	$0	-$2.48M	–	Closed
3412	NP Ninepoint Partners Toronto, Ontario, Canada	$0	-$248K	–	Closed
3413	OA Opes Advisors Cupertino, California	$0	-$256K	–	Closed
3414	OFG Oxford Financial Group Carmel, Indiana	$0	-$304K	–	Closed
3415	Partners Value Investments Hamilton, Bermuda	$0	-$3.48M	–	Closed
3416	PCM Peak Capital Management Greenwood Village, Colorado	$0	-$202K	–	Closed
3417	PC Pecaut & Co Sioux City, Iowa	$0	-$167K	–	Closed
3418	PC Periscope Capital Toronto, Ontario, Canada	$0	-$314K	–	Closed
3419	PSC Piper Sandler & Co Minneapolis, Minnesota	$0	-$4K	–	Closed
3420	PGA Premia Global Advisors Coral Gables, Florida	$0	-$1.3M	–	Closed
3421	PRHC P.R. Herzig & Co Roslyn Heights, New York	$0	-$1.68M	–	Closed
3422	QCMA Quad Capital Management Advisors New York	$0	-$16.3M	–	Closed
3423	RPG Risk Paradigm Group Austin, Texas	$0	-$78K	–	Closed
3424	Rothschild & Co Wealth Management (UK) London, United Kingdom	$0	-$15K	–	Closed
3425	SAM Sandell Asset Management New York	$0	-$52.9M	–	Closed