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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
4951	HCM Hitchwood Capital Management New York	$0	-$48.8M	–	Closed
4952	HFS Horizon Financial Services Winston Salem, North Carolina	$0	-$48.5K	–	Closed
4953	HIH HRS Investment Holdings New York	$0	-$962K	–	Closed
4954	HHGC Hunting Hill Global Capital New York	$0	-$86.4M	–	Closed
4955	IAM Impala Asset Management Palm Beach, Florida	$0	-$4.46M	–	Closed
4956	ICM Infini Capital Management Central, Hong Kong	$0	-$5.63M	–	Closed
4957	IMF Infini Master Fund Hong Kong	$0	-$5.63M	–	Closed
4958	IG Inherent Group New York	$0	-$10.6M	–	Closed
4959	IFG Investors Financial Group Plymouth, Minnesota	$0	-$12.8M	–	Closed
4960	JCM J2 Capital Management Troy, Michigan	$0	-$516K	–	Closed
4961	KSCM Kamunting Street Capital Management Miami Beach, Florida	$0	-$342K	–	Closed
4962	KWP Keystone Wealth Partners Chandler, Arizona	$0	-$406K	–	Closed
4963	KL KilterHowling LLC Boulder, Colorado	$0	-$331K	–	Closed
4964	KAM Knightsbridge Asset Management Newport Beach, California	$0	-$203K	–	Closed
4965	LHEI Leo H. Evart Inc Redwood City, California	$0	-$231K	–	Closed
4966	LP LGL Partners Philadelphia, Pennsylvania	$0	-$519K	–	Closed
4967	LSCM Light Street Capital Management Palo Alto, California	$0	-$71.4M	–	Closed
4968	LGWM Litman Gregory Wealth Management Larkspur, California	$0	-$306K	–	Closed
4969	LM Luminus Management Houston, Texas	$0	-$18M	–	Closed
4970	MC Manteio Capital Jersey City, New Jersey	$0	-$2.13M	–	Closed
4971	MC McMorgan & Co San Francisco, California	$0	-$791K	–	Closed
4972	MA Menlo Advisors Menlo Park, California	$0	-$3.91M	–	Closed
4973	Merewether Investment Management Dallas, Texas	$0	-$727K	–	Closed
4974	MKP Capital Management New York	$0	-$5.01M	–	Closed
4975	MRWM ML&R Wealth Management Austin, Texas	$0	-$226K	–	Closed