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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	Theme Stocks	% of Portfolio	Status
5126	TM Triatomic Management Palo Alto, California	$23.5K	-$3.62M	1	0.02%	Reduced
5127	Bellevue Group Kuesnacht, Switzerland	$20.9K	$0	2	0%	Maintained
5128	KSWA Kathleen S. Wright Associates Pittsburgh, Pennsylvania	$18K	$0	3	0.01%	Maintained
5129	PLU Performa Ltd (US) Charleston, South Carolina	$17.8K	-$2.58K	1	0.01%	Reduced
5130	EA Evolution Advisers Richmond, Virginia	$13K	-$1K	1	0.01%	Reduced
5131	EP Elkhorn Partners Omaha, Nebraska	$10K	+$9.86K	1	0.01%	New
5132	GRIM Greenhaven Road Investment Management Greenwich, Connecticut	$6.6K	-$14.5K	1	0%	Reduced
5133	CCP Corbin Capital Partners New York	$6.23K	$0	1	0.01%	Maintained
5134	TCM Tuttle Capital Management Riverside, Connecticut	$691	$0	1	0%	Maintained
5135	MVPGP Magma Venture Partners General Partner Tel Aviv, Israel	$37	$0	1	0%	Maintained
5136	2L 25 LLC St. Louis, Missouri	$0	-$237K	0	–	Closed
5137	AWM AAF Wealth Management Westborough, Massachusetts	$0	-$222K	0	–	Closed
5138	ACM Absolute Capital Management Pittsburgh, Pennsylvania	$0	-$1.72M	0	–	Closed
5139	ARIS Advanced Research Investment Solutions Los Angeles, California	$0	-$228K	0	–	Closed
5140	AP AlpInvest Partners Amsterdam, Netherlands	$0	-$1.73M	0	–	Closed
5141	AWM Alterna Wealth Management Houston, Texas	$0	-$960K	0	–	Closed
5142	AAM American Asset Management Boca Raton, Florida	$0	-$423K	0	–	Closed
5143	AC Anson Capital Tyrone, Georgia	$0	-$217K	0	–	Closed
5144	ACA Apis Capital Advisors New York	$0	-$4.02M	0	–	Closed
5145	AIA Arcadia Investment Advisors Eagle, Idaho	$0	-$2.48K	0	–	Closed
5146	AM Ares Management Los Angeles, California	$0	-$141K	0	–	Closed
5147	Aristeia Capital Greenwich, Connecticut	$0	-$52.5K	0	–	Closed
5148	AI Arrien Investments Boise, Idaho	$0	-$255K	0	–	Closed
5149	AIA Arrow Investment Advisors Laurel, Maryland	$0	-$207K	0	–	Closed
5150	ACJ Autonomy Capital (Jersey) St. Helier, Jersey	$0	-$6.91M	0	–	Closed