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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
2426	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$0	-$45.2M	0	–	Closed
2427	Blackhill Capital Morristown, New Jersey	$0	-$153K	0	–	Closed
2428	BRCM Bright Rock Capital Management Hanover, Massachusetts	$0	-$3.02M	0	–	Closed
2429	Caxton Associates (New York) New York	$0	-$882K	0	–	Closed
2430	CRAM Claren Road Asset Management New York	$0	-$11.9M	0	–	Closed
2431	Coatue Management New York	$0	-$18.1M	0	–	Closed
2432	CCM Cobalt Capital Management Short Hills, New Jersey	$0	-$11.5M	0	–	Closed
2433	CPA Columbia Pacific Advisors Seattle, Washington	$0	-$1.87M	0	–	Closed
2434	DCM Dean Capital Management Overland Park, Kansas	$0	-$57K	0	–	Closed
2435	DCMM DG Capital Management (Massachusetts) Boston, Massachusetts	$0	-$2.62M	0	–	Closed
2436	DWA Dorsey Wright & Associates Pasadena, California	$0	-$1.95M	0	–	Closed
2437	DP DSAM Partners London, United Kingdom	$0	-$4.37M	0	–	Closed
2438	FRM Fore Research & Management New York	$0	-$1.17M	0	–	Closed
2439	FAM Forty4 Asset Management Chicago, Illinois	$0	-$1.42M	0	–	Closed
2440	GIA Gargoyle Investment Advisor Englewood, New Jersey	$0	-$3.14M	1	0%	Reduced
2441	GPC Glacier Peak Capital Bellevue, Washington	$0	-$987K	0	–	Closed
2442	GC Grace Capital Quincy, Massachusetts	$0	-$453K	0	–	Closed
2443	GPA GSB Podium Advisors New York	$0	-$197K	0	–	Closed
2444	HP Harbourvest Partners Boston, Massachusetts	$0	-$656K	0	–	Closed
2445	Hershey Trust Company Hershey, Pennsylvania	$0	-$5.34M	0	–	Closed
2446	HCM Highside Capital Management Dallas, Texas	$0	-$35.3M	0	–	Closed
2447	IAM Impala Asset Management Palm Beach, Florida	$0	-$2.87M	0	–	Closed
2448	IFWM Institute for Wealth Management Denver, Colorado	$0	-$1K	0	–	Closed
2449	IG Ithaka Group Arlington, Virginia	$0	-$8.34M	0	–	Closed
2450	LCM Lafitte Capital Management Austin, Texas	$0	-$1.47M	0	–	Closed