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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
5001	Samlyn Capital New York	$0	-$18.1M	–	Closed
5002	SCGE Management Menlo Park, California	$0	-$220M	–	Closed
5003	SCP Sender Company & Partners New York	$0	-$6.3M	–	Closed
5004	SFPM Sensible Financial Planning & Management Waltham, Massachusetts	$0	-$2.83M	–	Closed
5005	SAMH Shanda Asset Management Holdings Tortola,, British Virgin Islands	$0	-$60.2M	–	Closed
5006	SWP ShoreHaven Wealth Partners Red Bank, New Jersey	$0	-$734K	–	Closed
5007	SPA Shore Point Advisors Brielle, New Jersey	$0	-$131K	–	Closed
5008	SW Signify Wealth Saint Louis, Missouri	$0	-$276K	–	Closed
5009	SAS SMI Advisory Services Columbus, Indiana	$0	-$4.46M	–	Closed
5010	SFM Stack Financial Management Whitefish, Montana	$0	-$20.4M	–	Closed
5011	SCA St. Clair Advisors Mayfield Hts, Ohio	$0	-$286K	–	Closed
5012	SFP Sterling Financial Planning Sparta, New Jersey	$0	-$216K	–	Closed
5013	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$0	-$210K	–	Closed
5014	SWPG Strategic Wealth Partners Group Deerfield, Illinois	$0	-$1.88M	–	Closed
5015	SCM Suvretta Capital Management New York	$0	-$144M	–	Closed
5016	TIA Tandem Investment Advisors Charleston, South Carolina	$0	-$243K	–	Closed
5017	TM Titan Managers Scottsdale, Arizona	$0	-$618K	–	Closed
5018	TWM Tolleson Wealth Management Dallas, Texas	$0	-$206K	–	Closed
5019	TWP Tower Wealth Partners Lewisburg, Pennsylvania	$0	-$243K	–	Closed
5020	TLA Tree Line Advisors Central, Hong Kong	$0	-$35.2M	–	Closed
5021	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$0	-$426K	–	Closed
5022	UID Union Investments & Development Tel Aviv, Israel	$0	-$186K	–	Closed
5023	VIMU Veritas Investment Management (UK) London, United Kingdom	$0	-$41.3M	–	Closed
5024	VFP Verus Financial Partners Richmond, Virginia	$0	-$453K	–	Closed
5025	VEA Virtus ETF Advisers New York	$0	-$2.32M	–	Closed