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
3426	Sachem Head Capital Management New York	$0	-$153M	0	–	Closed
3427	SAM Sentinel Asset Management Montpelier, Vermont	$0	-$151M	0	–	Closed
3428	SCM SG Capital Management Chicago, Illinois	$0	-$6.19M	0	–	Closed
3429	SAMH Shanda Asset Management Holdings Tortola,, British Virgin Islands	$0	-$490K	0	–	Closed
3430	SC ShearLink Capital New York	$0	-$10.4M	0	–	Closed
3431	SP Steelhead Partners Seattle, Washington	$0	-$240K	0	–	Closed
3432	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$0	-$437K	0	–	Closed
3433	SPM Symmetry Peak Management Radnor, Pennsylvania	$0	-$17.1M	0	–	Closed
3434	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$0	-$956K	0	–	Closed
3435	TCM Tekne Capital Management New York	$0	-$14.1M	0	–	Closed
3436	TM Tiger Management New York	$0	-$19.5M	0	–	Closed
3437	TA TRB Advisors New York	$0	-$3.93M	0	–	Closed
3438	WCM Woodson Capital Management Greenwich, Connecticut	$0	-$1.65M	0	–	Closed
3439	YCM Yost Capital Management Houston, Texas	$0	-$16.3M	0	–	Closed