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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
3826	Farallon Capital Management San Francisco, California	$0	-$37.1M	–	Closed
3827	FTCM Fir Tree Capital Management New York	$0	-$6.29M	–	Closed
3828	GCM Gabalex Capital Management New York	$0	-$6.43M	–	Closed
3829	GWAG Garrett Wealth Advisory Group Weatherford, Texas	$0	-$319K	–	Closed
3830	GM GeoWealth Management Chicago, Illinois	$0	-$310K	–	Closed
3831	GPC Glen Point Capital London, United Kingdom	$0	-$236K	–	Closed
3832	GIM Guild Investment Management Los Angeles, California	$0	-$2.29M	–	Closed
3833	Hershey Trust Company Hershey, Pennsylvania	$0	-$219K	–	Closed
3834	HCM Highline Capital Management New York	$0	-$25.6M	–	Closed
3835	HS Horan Securities Cincinnati, United States	$0	-$178K	–	Closed
3836	IC Intel Corp Santa Clara, California	$0	-$126K	–	Closed
3837	KSCM Kamunting Street Capital Management Miami Beach, Florida	$0	-$516K	–	Closed
3838	KC Kellner Capital New York	$0	-$1.47M	–	Closed
3839	LC Lunia Capital Dallas, Texas	$0	-$7.96M	–	Closed
3840	LLL Lynrock Lake LP Rye Brook, New York	$0	-$1.05M	–	Closed
3841	LWM Lyons Wealth Management Winter Park, Florida	$0	-$2.6M	–	Closed
3842	MPW MA Private Wealth San Carlos, California	$0	-$668K	–	Closed
3843	Michael & Susan Dell Foundation New York	$0	-$562K	–	Closed
3844	NIS National Investment Services Milwaukee, Wisconsin	$0	-$1.61M	–	Closed
3845	NCA Newbrook Capital Advisors New York	$0	-$18M	–	Closed
3846	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$0	-$3.16M	–	Closed
3847	OMC Oasis Management Company Grand Cayman, Cayman Islands	$0	-$19.7M	–	Closed
3848	PIM Partner Investment Management San Francisco, California	$0	-$6.02M	–	Closed
3849	QC QCM Cayman Houston, Texas	$0	-$358K	–	Closed
3850	QCMA Quad Capital Management Advisors New York	$0	-$342K	–	Closed