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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
4801	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$0	-$30.6M	–	Closed
4802	Mizuho Securities USA New York	$0	-$464K	–	Closed
4803	MWA Motive Wealth Advisors Birmingham, Michigan	$0	-$840K	–	Closed
4804	MC Mount Capital London, United Kingdom	$0	-$3.75M	–	Closed
4805	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$0	-$428K	–	Closed
4806	M Murchinson Toronto, Ontario, Canada	$0	-$5.32M	–	Closed
4807	NAM Nexpoint Asset Management Dallas, Texas	$0	-$30.7M	–	Closed
4808	NC Nightview Capital Austin, Texas	$0	-$83K	–	Closed
4809	NP Ninepoint Partners Toronto, Ontario, Canada	$0	-$397K	–	Closed
4810	Nishkama Capital LLC Dorado, Puerto Rico	$0	-$21.2M	–	Closed
4811	NFAM North Fourth Asset Management Englewood Cliffs, New Jersey	$0	-$829K	–	Closed
4812	NAG Northstar Advisory Group Northfield, New Jersey	$0	-$796K	–	Closed
4813	NWM Northwest Wealth Management Spencer, Iowa	$0	-$202K	–	Closed
4814	OCM Ogborne Capital Management San Francisco, California	$0	-$2.38M	–	Closed
4815	OPWM Oxinas Partners Wealth Management Jeffersonville, Indiana	$0	-$454K	–	Closed
4816	PA Parkside Advisors Berkeley, California	$0	-$211K	–	Closed
4817	PCM Parsifal Capital Management Greenwich, Connecticut	$0	-$4.57M	–	Closed
4818	PC Paulson & Co New York	$0	-$24M	–	Closed
4819	PC Permanens Capital New York	$0	-$204K	–	Closed
4820	PCM Pinz Capital Management New York	$0	-$3.59M	–	Closed
4821	PGDP Pragma Gestao de Patrimonio Sao Paulo, Brazil	$0	-$4.09M	–	Closed
4822	PCM Presidio Capital Management San Diego, California	$0	-$224K	–	Closed
4823	PP Prospector Partners Guilford, Connecticut	$0	-$3.86M	–	Closed
4824	PTC Provident Trust Company Waukesha, Wisconsin	$0	-$245K	–	Closed
4825	PAM PSquared Asset Management Zurich, Switzerland	$0	-$21.8M	–	Closed