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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
3501	DC Diametric Capital Boston, Massachusetts	$0	-$820K	–	Closed
3502	Discovery Capital Management South Norwalk, Connecticut	$0	-$74.8M	–	Closed
3503	DSA Droms Strauss Advisors St. Louis, Missouri	$0	-$4.6M	–	Closed
3504	DRW Securities Chicago, Illinois	$0	-$4.97M	–	Closed
3505	DP DSAM Partners London, United Kingdom	$0	-$24.8M	–	Closed
3506	DFO Duquesne Family Office New York	$0	-$13.2M	–	Closed
3507	EPA Element Pointe Advisors Miami, Florida	$0	-$253K	–	Closed
3508	Equity Investment Corp Atlanta, Georgia	$0	-$932K	–	Closed
3509	ECAU Everett Capital Advisors (UK) London, United Kingdom	$0	-$15.1M	–	Closed
3510	FBCM Fort Baker Capital Management Larkspur, California	$0	-$1.35M	–	Closed
3511	Fundsmith LLP London, United Kingdom	$0	-$612M	–	Closed
3512	GCC Game Creek Capital Boston, Massachusetts	$0	-$1.49M	–	Closed
3513	GI Gavea Investimentos Rj, Brazil	$0	-$10.6M	–	Closed
3514	GC Gruss & Co West Palm Beach, Florida	$0	-$2.46M	–	Closed
3515	HIM Hanlon Investment Management Egg Harbor Township, New Jersey	$0	-$514K	–	Closed
3516	HP Harbourvest Partners Boston, Massachusetts	$0	-$475K	–	Closed
3517	Hawk Ridge Capital Management Los Angeles, California	$0	-$7.39M	–	Closed
3518	Highbridge Capital Management New York	$0	-$4.59M	–	Closed
3519	HAM Honeycomb Asset Management New York	$0	-$10.5M	–	Closed
3520	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$0	-$258K	–	Closed
3521	IR Invictus RG Hamilton, Bermuda	$0	-$712K	–	Closed
3522	I INVST Indianapolis, Indiana	$0	-$208K	–	Closed
3523	JCI Jet Capital Investors New York	$0	-$9.47M	–	Closed
3524	KHCM Kettle Hill Capital Management New York	$0	-$21.1M	–	Closed
3525	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$0	-$635K	–	Closed