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
3551	Summit Partners Public Asset Management Boston, Massachusetts	$0	-$17.5M	0	–	Closed
3552	TIA Tandem Investment Advisors Charleston, South Carolina	$0	-$251K	0	–	Closed
3553	TM Titan Managers Scottsdale, Arizona	$0	-$41K	0	–	Closed
3554	TCIM TOMS Capital Investment Management New York	$0	-$26.2M	0	–	Closed
3555	TCM Towercrest Capital Management Newtown, Pennsylvania	$0	-$226K	0	–	Closed
3556	VOAM Vertex One Asset Management Vancouver, British Columbia, Canada	$0	-$1.39M	0	–	Closed
3557	Viking Global Investors Stamford, Connecticut	$0	-$445M	0	–	Closed
3558	VCM Voce Capital Management San Francisco, California	$0	-$1.23M	0	–	Closed
3559	WIC Water Island Capital New York	$0	-$2.73M	0	–	Closed
3560	W WealthStone Columbus, Ohio	$0	-$1.19M	0	–	Closed
3561	WSC Wellington Shields & Co New York	$0	-$5.2M	0	–	Closed
3562	WRBC W.R. Berkley Corp Greenwich, Connecticut	$0	-$208K	0	–	Closed
3563	YCMGA York Capital Management Global Advisors New York	$0	-$6M	0	–	Closed