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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	PC Periscope Capital Toronto, Ontario, Canada	$0	-$250K	0	–	Closed
3577	PIP Permian Investment Partners Dallas, Texas	$0	-$152M	0	–	Closed
3578	Pershing Square Capital Management New York	$0	-$418M	0	–	Closed
3579	PE Point72 Europe London, United Kingdom	$0	-$3M	0	–	Closed
3580	Polen Capital Management Boca Raton, Florida	$0	-$332M	0	–	Closed
3581	PSCM Prince Street Capital Management New York	$0	-$6.73M	0	–	Closed
3582	PFM Probabilities Fund Management White Plains, New York	$0	-$445K	0	–	Closed
3583	QAM Questar Asset Management Minneapolis, Minnesota	$0	-$1.1M	0	–	Closed
3584	QF QVT Financial New York	$0	-$2.2M	0	–	Closed
3585	RC RBO & Co Saint Helena, California	$0	-$211K	0	–	Closed
3586	RA RiverPark Advisors New York	$0	-$6.11M	0	–	Closed
3587	RCM Roystone Capital Management New York	$0	-$73.2M	0	–	Closed
3588	RCG Ruggie Capital Group Tavares, Florida	$0	-$179K	1	0%	Reduced
3589	SM Sabby Management Miami Beach, Florida	$0	-$66K	0	–	Closed
3590	Sachem Head Capital Management New York	$0	-$100M	0	–	Closed
3591	SCM Sanoor Capital Management Greenwich, Connecticut	$0	-$8.12M	0	–	Closed
3592	SM Saya Management New York	$0	-$24.3M	0	–	Closed
3593	SB Investment Advisers (UK) London, United Kingdom	$0	-$3.59B	0	–	Closed
3594	SCM Scopia Capital Management New York	$0	-$257M	0	–	Closed
3595	SI SCP Investment Orinda, California	$0	-$1.99M	0	–	Closed
3596	SCM SG Capital Management Chicago, Illinois	$0	-$920K	0	–	Closed
3597	SCM SkyTop Capital Management Rutherford, New Jersey	$0	-$513K	0	–	Closed
3598	SR Sloane Robinson London, United Kingdom	$0	-$6.41M	0	–	Closed
3599	SC Solstein Capital Menlo Park, California	$0	-$5.53M	0	–	Closed
3600	SMM Stadion Money Management Watkinsville, Georgia	$0	-$849K	0	–	Closed