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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
5201	NWM NEIRG Wealth Management North Andover, Massachusetts	$0	-$6.76M	–	Closed
5202	NTIMCH New Thinking Investment Management Company (HK) Hong Kong	$0	-$2.67M	–	Closed
5203	NVCHI New Vernon Capital Holdings II Morristown, New Jersey	$0	-$3.98M	–	Closed
5204	NIM NXG Investment Management Dallas, Texas	$0	-$320K	–	Closed
5205	OGC One68 Global Capital New York	$0	-$1.76M	–	Closed
5206	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$0	-$1.58M	–	Closed
5207	PWAM Park West Asset Management San Francisco, California	$0	-$21.5M	–	Closed
5208	Peconic Partners New York	$0	-$2.37M	–	Closed
5209	PWA Peterson Wealth Advisors Orem, Utah	$0	-$209K	–	Closed
5210	PCM Potomac Capital Management New York	$0	-$2.71M	–	Closed
5211	PFA Professional Financial Advisors North Platte, Nebraska	$0	-$204K	–	Closed
5212	PAM PVG Asset Management Golden, Colorado	$0	-$448K	–	Closed
5213	QF QVT Financial New York	$0	-$917K	–	Closed
5214	RCM Regency Capital Management Honolulu, Hawaii	$0	-$2.51M	–	Closed
5215	RC Resonate Capital San Francisco, California	$0	-$1.48M	–	Closed
5216	RAA RWC Asset Advisors Miami, Florida	$0	-$112M	–	Closed
5217	SOA Sea Otter Advisors Miami, Florida	$0	-$63.2K	–	Closed
5218	SFS Searcy Financial Services Overland Park, Kansas	$0	-$243K	–	Closed
5219	SFA Seneca Financial Advisors Rochester, New York	$0	-$228K	–	Closed
5220	SCP Silverleafe Capital Partners Germantown, Tennessee	$0	-$224K	–	Closed
5221	Skye Global Management West Palm Beach, Florida	$0	-$1.55M	–	Closed
5222	SEP Soma Equity Partners San Francisco, California	$0	-$68.3M	–	Closed
5223	SONA Asset Management (US) New York	$0	-$2.91M	–	Closed
5224	SWM Soundmark Wealth Management Kirkland, Washington	$0	-$304K	–	Closed
5225	SCA Summit Creek Advisors Minneapolis, Minnesota	$0	-$223K	–	Closed