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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
4976	FSC Full Sail Capital Oklahoma City, Oklahoma	$0	-$225K	–	Closed
4977	Fundsmith LLP London, United Kingdom	$0	-$10.7M	–	Closed
4978	GCM Gabalex Capital Management New York	$0	-$6.78M	–	Closed
4979	GECH Garnet Equity Capital Holdings New York	$0	-$717K	–	Closed
4980	GA Gateway Advisory Westfield, New Jersey	$0	-$202K	–	Closed
4981	GP Geneva Partners Lake Geneva, Wisconsin	$0	-$355K	–	Closed
4982	GC Greenlight Capital New York	$0	-$18.4M	–	Closed
4983	HA Hamel Associates Chatham, New Jersey	$0	-$801K	–	Closed
4984	HPWM Highland Private Wealth Management Bellevue, Washington	$0	-$6.04M	–	Closed
4985	IMC Chicago Chicago, Illinois	$0	-$334K	–	Closed
4986	IAM Impala Asset Management Palm Beach, Florida	$0	-$2.37M	–	Closed
4987	ICP Indus Capital Partners New York	$0	-$29.9M	–	Closed
4988	IWMA Ironwood Wealth Management (Arizona) Chandler, Arizona	$0	-$9K	–	Closed
4989	JCI Jet Capital Investors New York	$0	-$18.7M	–	Closed
4990	JWBC John W. Brooker & Co Oakland, California	$0	-$39K	–	Closed
4991	JAMH Junson Asset Management (HK) Hong Kong	$0	-$3.51M	–	Closed
4992	KCM Karp Capital Management Sausalito, California	$0	-$4.64M	–	Closed
4993	KCM Knoll Capital Management Miami, Florida	$0	-$773K	–	Closed
4994	KI Koch Industries Wichita, Kansas	$0	-$167M	–	Closed
4995	LODC Lanham O'Dell & Company Hurricane, West Virginia	$0	-$433K	–	Closed
4996	LFGH Lee Financial Group Hawaii Honolulu, Hawaii	$0	-$275K	–	Closed
4997	LDFR Lehman & Derafelo Financial Resources Media, Pennsylvania	$0	-$45K	–	Closed
4998	LRIA Leonard Rickey Investment Advisors Yakima, Washington	$0	-$805K	–	Closed
4999	LPARFS Leverage Partners Absolute Return Fund SPC Cayman Islands Ky1-11111, Cayman Islands	$0	-$4.58M	–	Closed
5000	LP LGL Partners Philadelphia, Pennsylvania	$0	-$919K	–	Closed