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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
4726	BCM Bornite Capital Management New York	$0	-$10.7M	–	Closed
4727	B Bridgeworth Birmingham, Alabama	$0	-$428K	–	Closed
4728	BC Brio Consultants San Francisco, California	$0	-$712K	–	Closed
4729	BAS Brown Advisory Securities Baltimore, Maryland	$0	-$1.74M	–	Closed
4730	Burgundy Asset Management Toronto, Ontario, Canada	$0	-$1.06M	–	Closed
4731	BW Gestao de Investimentos Sao Paulo, Brazil	$0	-$10.2M	–	Closed
4732	CWM Cadence Wealth Management Westborough, Massachusetts	$0	-$200K	–	Closed
4733	CIM Caldwell Investment Management Toronto, Ontario, Canada	$0	-$407K	–	Closed
4734	CCM Candlestick Capital Management Greenwich, Connecticut	$0	-$23.9M	–	Closed
4735	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$0	-$200K	–	Closed
4736	CAIMH Central Asset Investments & Management Holdings Hong Kong	$0	-$1.33M	–	Closed
4737	CLC Charles-Lim Capital Central, Hong Kong	$0	-$2.04M	–	Closed
4738	Check Capital Management Costa Mesa, California	$0	-$209K	–	Closed
4739	CA Claris Advisors St. Louis, Missouri	$0	-$200K	–	Closed
4740	CCP Clough Capital Partners Boston, Massachusetts	$0	-$17.6M	–	Closed
4741	CM Cohanzick Management Pleasantville, New York	$0	-$3.83M	–	Closed
4742	CCM Colorado Capital Management Boulder, Colorado	$0	-$135K	–	Closed
4743	CAP Columbia Advisory Partners Spokane, Washington	$0	-$254K	–	Closed
4744	CCM Corsair Capital Management New York	$0	-$387K	–	Closed
4745	CC Covalis Capital London, United Kingdom	$0	-$23.4M	–	Closed
4746	CAM Crestone Asset Management Boulder, Colorado	$0	-$1.26M	–	Closed
4747	DWM Denver Wealth Management Denver, Colorado	$0	-$299K	–	Closed
4748	DCM Difesa Capital Management New York	$0	-$193K	–	Closed
4749	DCM Dimension Capital Management Coral Gables, Florida	$0	-$12K	–	Closed
4750	DFS Dixon Fnancial Services Lafayette, California	$0	-$208K	–	Closed