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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
5701	ACM Atalaya Capital Management New York	$33K	$0	1	0.07%	Maintained
5702	SFM Spartan Fund Management Toronto, Ontario, Canada	$31K	+$32.8K	1	0.09%	New
5703	MC Meteora Capital Boca Raton, Florida	$29.1K	-$22.1K	2	0.01%	Reduced
5704	4FG 4Thought Financial Group Syosset, New York	$27.9K	$0	2	0.02%	Maintained
5705	VAM Vazirani Asset Management New York	$25.5K	-$54.7K	1	0.05%	Reduced
5706	RCM Ravenstone Capital Management Toronto,	$24.7K	-$11.7K	1	0.02%	Reduced
5707	PLU Performa Ltd (US) Charleston, South Carolina	$21.2K	+$13.2K	1	0.01%	Increased
5708	BCC Biglari Capital Corp San Antonio, Texas	$17.4K	-$137K	1	0%	Reduced
5709	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$11.1K	+$10.5K	4	0%	New
5710	HIM HGC Investment Management Toronto, Ontario, Canada	$10.4K	+$10.2K	1	0%	New
5711	CCP Corbin Capital Partners New York	$7.59K	$0	1	0.01%	Maintained
5712	WFG Wormser Freres Gestion Paris, France	$7.2K	-$1.64K	1	0%	Reduced
5713	S4W Solutions 4 Wealth Southlake, Texas	$5.02K	$0	1	0.01%	Maintained
5714	MIA Milestone Investment Advisors Middleton, Wisconsin	$4.95K	+$4.46K	1	0%	New
5715	MVPGP Magma Venture Partners General Partner Tel Aviv, Israel	$45	$0	1	0%	Maintained
5716	AGA Accuvest Global Advisors Provo, Utah	$0	-$2.75M	0	–	Closed
5717	AH Addis & Hill Wayne, Pennsylvania	$0	-$261K	0	–	Closed
5718	AA AlphaQ Advisors Winter Park, Florida	$0	-$3.48M	0	–	Closed
5719	AIG American International Group New York	$0	-$1.85B	0	–	Closed
5720	ACL APEIRON Capital Ltd Hong Kong	$0	-$3.01M	0	–	Closed
5721	ACM Ararat Capital Management Westport, Connecticut	$0	-$11.2M	0	–	Closed
5722	ACM Ategra Capital Management Vienna, Virginia	$0	-$8.37M	0	–	Closed
5723	AA Aufman Associates Sewickley, Pennsylvania	$0	-$263K	0	–	Closed
5724	ACG Aventail Capital Group New York	$0	-$500K	0	–	Closed
5725	AFS Axiom Financial Strategies New Albany, Indiana	$0	-$211K	0	–	Closed