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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
7126	AO Allen Operations New York	$0	-$671K	–	Closed
7127	ACM Alua Capital Management New York	$0	-$27M	–	Closed
7128	AAI American Assets Inc San Diego, California	$0	-$777K	–	Closed
7129	AIC Aurora Investment Counsel Atlanta, Georgia	$0	-$3.62M	–	Closed
7130	ACA AYAL Capital Advisors Toronto, Ontario, Canada	$0	-$5.57M	–	Closed
7131	ACM Azarias Capital Management Berwyn, Pennsylvania	$0	-$1.82M	–	Closed
7132	Azora Capital LP Miami, Florida	$0	-$29M	–	Closed
7133	BCPE Bain Capital Public Equity Boston, Massachusetts	$0	-$1.1M	–	Closed
7134	BOJHT Bank of Jackson Hole Trust Jackson, Wyoming	$0	-$14.5M	–	Closed
7135	BCM Beryl Capital Management Redondo Beach, California	$0	-$2.91M	–	Closed
7136	BAM BLKBRD Asset Management Old Greenwich, Connecticut	$0	-$7.56M	–	Closed
7137	BDAM Blue Door Asset Management Stamford, Connecticut	$0	-$5.37M	–	Closed
7138	BAS Breakthru Advisory Services Muskego, Wisconsin	$0	-$5.82M	–	Closed
7139	BFM Brooklands Fund Management London, United Kingdom	$0	-$3.73M	–	Closed
7140	BFG Broussard Financial Group Kaplan, Louisiana	$0	-$343K	–	Closed
7141	CCM Callodine Capital Management Boston, Massachusetts	$0	-$20.5M	–	Closed
7142	CSIA Carl Stuart Investment Advisor Austin, Texas	$0	-$201K	–	Closed
7143	CF CBM Financial Austin, Texas	$0	-$360K	–	Closed
7144	CWMS CFG Wealth Management Services Indianapolis, Indiana	$0	-$82.9K	–	Closed
7145	CM CM Management Gulf Breeze, Florida	$0	-$4.5M	–	Closed
7146	CCM Crabel Capital Management Los Angeles, California	$0	-$228K	–	Closed
7147	CCA Cygnus Capital Advisors Atlanta, Georgia	$0	-$2.06M	–	Closed
7148	DC Dayah Capital Stamford, Connecticut	$0	-$5.82M	–	Closed
7149	DSC Daytona Street Capital Saint Louis, Missouri	$0	-$144K	–	Closed
7150	DCM Dupont Capital Management Wilmington, Delaware	$0	-$121M	–	Closed