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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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
5176
PCU
Palliser Capital (UK)
United Kingdom
$0 -$2.58M 0 – Closed
5177
PC
Permanens Capital
New York
$0 -$306K 0 – Closed
5178
RC
Raine Capital
New York
$0 -$14.2M 0 – Closed
5179
RA
Ramius Advisors
New York
$0 -$8.21M 0 – Closed
5180
RCA
Reitz Capital Advisors
Michigan
$0 -$285K 0 – Closed
5181
RAM
Roumell Asset Management
Maryland
$0 -$2.93M 0 – Closed
5182
RA
Rovida Advisors
Florida
$0 -$11.1M 0 – Closed
5183
RBC
Rye Brook Capital
Connecticut
$0 -$10.8M 0 – Closed
5184
SRCM
Sage Rock Capital Management
New York
$0 -$4.13M 0 – Closed
5185
STCOSD
Sageworth Trust Company of South Dakota
South Dakota
$0 -$153K 0 – Closed
5186
SC
Schubert & Co
Texas
$0 -$730K 0 – Closed
5187
SAM
Scion Asset Management
California
$0 -$4.76M 0 – Closed
5188
SAM
Soviero Asset Management
New York
$0 -$3.73M 0 – Closed
5189
SFO
Standard Family Office
South Dakota
$0 -$17.4K 0 – Closed
5190
Starboard Value
Starboard Value
New York
$0 -$18.6M 0 – Closed
5191
SLF
Sun Life Financial
Ontario, Canada
$0 -$644K 0 – Closed
5192
SSC
Syverson Strege & Co
Iowa
$0 -$536K 0 – Closed
5193
TCA
Taconic Capital Advisors
New York
$0 -$29.4M 0 – Closed
5194
TC
Tejara Capital
United Kingdom
$0 -$612K 0 – Closed
5195
TCP
ThornTree Capital Partners
Massachusetts
$0 -$21.3M 0 – Closed
5196
TM
Tiger Management
New York
$0 -$10.5M 0 – Closed
5197
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$0 -$2.35M 0 – Closed
5198
TC
Tsai Capital
New York
$0 -$2.65M 0 – Closed
5199
TAA
Turiya Advisors Asia
Hong Kong
$0 -$141M 0 – Closed
5200
UFG
United Fire Group
Iowa
$0 -$4.29M 0 – Closed