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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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
3426
SGCM
Sand Grove Capital Management
United Kingdom
$0 -$231M 0 – Closed
3427
SCP
Seafarer Capital Partners
California
$0 -$17.4M 0 – Closed
3428
SM
Seminole Management
New York
$0 -$34.9M 0 – Closed
3429
SC
Shellback Capital
Massachusetts
$0 -$3.58M 0 – Closed
3430
SPC
Silver Point Capital
Connecticut
$0 -$54.4M 0 – Closed
3431
SCM
SIR Capital Management
New York
$0 -$8.12M 0 – Closed
3432
SoftBank Group
SoftBank Group
Japan
$0 -$34.7M 0 – Closed
3433
SFM
Sphera Funds Management
Israel
$0 -$4.88M 0 – Closed
3434
SCM
Stonehill Capital Management
New York
$0 -$7.68M 0 – Closed
3435
Third Point
Third Point
New York
$0 -$1.17B 0 – Closed
3436
TPCM
Three Peaks Capital Management
Colorado
$0 -$4M 0 – Closed
3437
TPCM
Tide Point Capital Management
Connecticut
$0 -$16.3M 0 – Closed
3438
TC
Toews Corporation
New Jersey
$0 -$635K 0 – Closed
3439
TC
TradeLink Capital
Illinois
$0 -$393K 0 – Closed
3440
TAM
Trust Asset Management
Texas
$0 -$330K 0 – Closed
3441
UM
Ulysses Management
New York
$0 -$2.57M 0 – Closed
3442
UFM
Ursa Fund Management
California
$0 -$36.2M 0 – Closed
3443
UWM
USAdvisors Wealth Management
Minnesota
$0 -$703K 0 – Closed
3444
VIA
Vantis Investment Advisers
Florida
$0 -$5.73M 0 – Closed
3445
VIA
Virtus Investment Advisers
Connecticut
$0 +$93.6K 1 0% New
3446
WIC
Water Island Capital
New York
$0 -$161M 0 – Closed
3447
WAM
WIM Asset Management
Hong Kong
$0 -$13.8M 0 – Closed
3448
WRBC
W.R. Berkley Corp
Connecticut
$0 -$747K 0 – Closed