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
6476	RAM RedJay Asset Management Toronto, Ontario, Canada	$0	-$20.6M	0	–	Closed
6477	RCM Rivermont Capital Management New York	$0	-$10.7M	0	–	Closed
6478	RIM Ryan Investment Management Basalt, Colorado	$0	-$17.4K	0	–	Closed
6479	SC Sagefield Capital Dallas, Texas	$0	-$877K	0	–	Closed
6480	SIM Sandia Investment Management Boston, Massachusetts	$0	-$361K	0	–	Closed
6481	SXL Summit X LLC Chesterfield, Missouri	$0	-$30M	0	–	Closed
6482	TCA Taconic Capital Advisors New York	$0	-$8.02M	0	–	Closed
6483	TA Teramo Advisors Naples, Florida	$0	-$320K	0	–	Closed
6484	TM Thiel Macro Los Angeles, California	$0	-$85M	0	–	Closed
6485	TIM Thor Investment Management Cincinnati, Ohio	$0	-$1.85M	0	–	Closed
6486	TAC Twenty Acre Capital Newtown, Pennsylvania	$0	-$4.78M	0	–	Closed
6487	UM Ulysses Management New York	$0	-$5.65M	0	–	Closed
6488	VAM Valliance Asset Management Central, Hong Kong	$0	-$4.46M	0	–	Closed
6489	VBWMG Von Berge Wealth Management Group San Diego, California	$0	-$2.76M	0	–	Closed
6490	WC Wynnefield Capital New York	$0	-$191K	0	–	Closed