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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	DIM DC Investments Management Mclean, Virginia	$0	-$276K	–	Closed
3827	DRS Deane Retirement Strategies New Orleans, Louisiana	$0	-$2.85M	–	Closed
3828	DVF Discovery Value Fund Singapore	$0	-$63.9M	–	Closed
3829	DSA Droms Strauss Advisors St. Louis, Missouri	$0	-$820K	–	Closed
3830	DP DSAM Partners London, United Kingdom	$0	-$46.4M	–	Closed
3831	DFO Duquesne Family Office New York	$0	-$40.6M	–	Closed
3832	DIGDR Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil	$0	-$29.4M	–	Closed
3833	EMG Ellington Management Group Old Greenwich, Connecticut	$0	-$8.98M	–	Closed
3834	Elliott Investment Management West Palm Beach, Florida	$0	-$59M	–	Closed
3835	EE EWG Elevate Roseville, California	$0	-$5.55M	–	Closed
3836	EAM Exane Asset Management Paris, France	$0	-$4.73M	–	Closed
3837	FCT Family Capital Trust Peabody, Massachusetts	$0	-$52K	–	Closed
3838	FF Friedenthal Financial Marlton, New Jersey	$0	-$3.87M	–	Closed
3839	GCM Gladius Capital Management Chicago, Illinois	$0	-$771K	–	Closed
3840	GTP Global Thematic Partners New York	$0	-$60.7M	–	Closed
3841	HCM Huber Capital Management El Segundo, California	$0	-$282K	–	Closed
3842	Hudson Bay Capital Management Stamford, Connecticut	$0	-$454K	–	Closed
3843	IM Islet Management New York	$0	-$8.03M	–	Closed
3844	JSP Jackson Square Partners Larkspur, California	$0	-$148M	–	Closed
3845	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$0	-$22.4M	–	Closed
3846	KC Kellner Capital New York	$0	-$281K	–	Closed
3847	KHCM Kettle Hill Capital Management New York	$0	-$14.7M	–	Closed
3848	KSCM Key Square Capital Management Stamford, Connecticut	$0	-$71.7M	–	Closed
3849	LSA Lion Street Advisors Austin, Texas	$0	-$248K	–	Closed
3850	LM Litespeed Management New York	$0	-$2.67M	–	Closed