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
7201	SCM Shah Capital Management Raleigh, North Carolina	$0	-$8.31M	0	–	Closed
7202	Smead Capital Management Phoenix, Arizona	$0	-$70.3M	0	–	Closed
7203	SCM SOL Capital Management Rockville, Maryland	$0	-$2.57M	0	–	Closed
7204	SIM SW Investment Management Telluride, Colorado	$0	-$40.5M	0	–	Closed
7205	TM Taproot Management New York	$0	-$40M	0	–	Closed
7206	TCM Topline Capital Management Santa Monica, California	$0	-$143K	0	–	Closed
7207	TC TradeLink Capital Chicago, Illinois	$0	-$406K	0	–	Closed
7208	TCM Tyro Capital Management Miami, Florida	$0	-$69.8M	0	–	Closed
7209	VCM Vennlight Capital Management Weston, Connecticut	$0	-$3.12M	0	–	Closed
7210	VCM Vivaldi Capital Management Chicago, Illinois	$0	-$71.7M	0	–	Closed
7211	WFS Walker Financial Services Bowling Green, Kentucky	$0	-$219K	0	–	Closed
7212	WLC Walnut Level Capital Denver, Colorado	$0	-$4.26M	0	–	Closed
7213	WFS Weitzel Financial Services Dubuque, Iowa	$0	-$252K	0	–	Closed
7214	Whitebox Advisors Minneapolis, Minnesota	$0	-$21.6M	0	–	Closed
7215	WM Wishbone Management Chicago, Illinois	$0	-$9.69M	0	–	Closed
7216	YAG Yorkville Advisors Global Mountainside, New Jersey	$0	-$253K	0	–	Closed
7217	ZP Zimmer Partners New York	$0	-$1.17M	0	–	Closed