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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
6351	AH Addis & Hill Wayne, Pennsylvania	$0	-$317K	–	Closed
6352	Advent Capital Management New York	$0	-$9.16M	–	Closed
6353	AC Albar Capital London, United Kingdom	$0	-$152M	–	Closed
6354	AP AlpInvest Partners Amsterdam, Netherlands	$0	-$21.5M	–	Closed
6355	AAM American Asset Management Boca Raton, Florida	$0	-$357K	–	Closed
6356	AFTS American Financial & Tax Strategies New York	$0	-$289K	–	Closed
6357	AIC Anthracite Investment Company Fort Worth, Texas	$0	-$2.53M	–	Closed
6358	Apollo Management Holdings New York	$0	-$26.7M	–	Closed
6359	AMC Atlas Merchant Capital New York	$0	-$2.69M	–	Closed
6360	ASM ATW SPAC Management New York	$0	-$4.45M	–	Closed
6361	AIM Ausbil Investment Management Sydney, Australia	$0	-$468K	–	Closed
6362	BCM Bares Capital Management Austin, Texas	$0	-$445K	–	Closed
6363	BCM Barrier Capital Management San Francisco, California	$0	-$6.96M	–	Closed
6364	BWA Brave Warrior Advisors New York	$0	-$209K	–	Closed
6365	BVC Bright Valley Capital Hong Kong	$0	-$549K	–	Closed
6366	Cambridge Associates Boston, Massachusetts	$0	-$2.11M	–	Closed
6367	CIC Canal Insurance Company Greenville, South Carolina	$0	-$1.88M	–	Closed
6368	CCG Capital CS Group Irvine, California	$0	-$3M	–	Closed
6369	CFO Capitol Family Office Beaverton, Oregon	$0	-$315K	–	Closed
6370	Carlyle Group Washington, District of Columbia	$0	-$586K	–	Closed
6371	CCM Cobalt Capital Management Short Hills, New Jersey	$0	-$704K	–	Closed
6372	CCM Coerente Capital Management Toronto, Ontario, Canada	$0	-$390K	–	Closed
6373	CL COWA LLC Tulsa, Oklahoma	$0	-$230K	–	Closed
6374	Cowen and Company New York	$0	-$736M	–	Closed
6375	CI CPR Investments Rochester, Michigan	$0	-$664K	–	Closed