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
3876	SCA Southpoint Capital Advisors New York	$0	-$93.3M	0	–	Closed
3877	SRS Investment Management New York	$0	-$20.7M	0	–	Closed
3878	SVI Strategic Vision Investment Hong Kong	$0	-$1.76M	0	–	Closed
3879	TC TAP Consulting Kirkwood, Missouri	$0	-$756K	0	–	Closed
3880	TCI Fund Management London, United Kingdom	$0	-$28.9M	0	–	Closed
3881	TAM Tealwood Asset Management Minneapolis, Minnesota	$0	-$2.49M	0	–	Closed
3882	TAM TFG Asset Management Grand Cayman, Cayman Islands	$0	-$125K	0	–	Closed
3883	Third Point New York	$0	-$39.9M	0	–	Closed
3884	Truepoint Inc Cincinnati, Ohio	$0	-$760K	0	–	Closed
3885	T2I Turim 21 Investimentos Rio De Janeiro, Brazil	$0	-$922K	0	–	Closed
3886	TAA Turiya Advisors Asia Hong Kong	$0	-$16.8M	0	–	Closed
3887	VM Valinor Management New York	$0	-$41M	0	–	Closed
3888	VDBMI Van Den Berg Management I Austin, Texas	$0	-$1.35M	0	–	Closed
3889	VCS Vaughan & Co Securities Ridgewood, New Jersey	$0	-$113K	0	–	Closed
3890	Veritas Asset Management London, United Kingdom	$0	-$717K	0	–	Closed
3891	VNB Virginia National Bank Charlottesville, Virginia	$0	-$470K	0	–	Closed
3892	WCM Wealthcare Capital Management Richmond, Virginia	$0	-$104K	0	–	Closed
3893	Whitebox Advisors Minneapolis, Minnesota	$0	-$943K	0	–	Closed