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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	Theme Stocks	% of Portfolio	Status
3576	HA Highland Associates Birmingham, Alabama	$0	-$2.24M	0	–	Closed
3577	HBWM Hollow Brook Wealth Management Katonah, New York	$0	-$1.09M	0	–	Closed
3578	HCM Horan Capital Management Hunt Valley, Maryland	$0	-$128K	0	–	Closed
3579	Howard Capital Management Roswell, Georgia	$0	-$13.7M	0	–	Closed
3580	HHGC Hunting Hill Global Capital New York	$0	-$32.3M	0	–	Closed
3581	HH HWG Holdings Houston, Texas	$0	-$101K	1	0%	Reduced
3582	IPLA Ice Pond Lane Advisers New York	$0	-$7.38M	0	–	Closed
3583	ICA Infrastructure Capital Advisors New York	$0	-$237K	0	–	Closed
3584	I INVST Indianapolis, Indiana	$0	-$262K	0	–	Closed
3585	JCP Jabre Capital Partners Geneva, Switzerland	$0	-$6.76M	0	–	Closed
3586	Jefferies Financial Group New York	$0	-$17.1M	0	–	Closed
3587	JCI Jet Capital Investors New York	$0	-$27.6M	0	–	Closed
3588	JCM JS Capital Management New York	$0	-$550K	0	–	Closed
3589	Junto Capital Management New York	$0	-$19.1M	0	–	Closed
3590	KIP Kayak Investment Partners San Francisco, California	$0	-$10.7M	0	–	Closed
3591	KAM Kazazian Asset Management Fort Lauderdale, Florida	$0	-$244K	0	–	Closed
3592	KSCM Key Square Capital Management Stamford, Connecticut	$0	-$18.3M	0	–	Closed
3593	KLCMU Kite Lake Capital Management (UK) London, United Kingdom	$0	-$30.3M	0	–	Closed
3594	LCH Lee Capital Holdings New York	$0	-$217K	0	–	Closed
3595	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$0	-$57.4M	0	–	Closed
3596	LSCM Light Street Capital Management Palo Alto, California	$0	-$40M	0	–	Closed
3597	Lone Pine Capital Greenwich, Connecticut	$0	-$628M	0	–	Closed
3598	LIM Longfellow Investment Management Boston, Massachusetts	$0	-$13.8M	0	–	Closed
3599	Magellan Asset Management Sydney, Australia	$0	-$25K	0	–	Closed
3600	MAS Managed Account Services Coconut Grove, Florida	$0	-$234K	0	–	Closed