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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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2451
Lansdowne Partners Limited Partnership
Lansdowne Partners Limited Partnership
United Kingdom
$0 -$17.8M 0 – Closed
2452
LMIE
Legg Mason International Equities
United Kingdom
$0 -$5.33M 0 – Closed
2453
Longview Partners
Longview Partners
Guernsey
$0 -$452M 0 – Closed
2454
LFM
Lumina Fund Management
New York
$0 -$4.96M 0 – Closed
2455
MIA
Mainstream Investment Advisers
Indiana
$0 -$168K 0 – Closed
2456
MDSL
M.D. Sass LLC
New York
$0 -$22.3M 0 – Closed
2457
MC
MRJ Capital
New York
$0 -$219K 0 – Closed
2458
OCM
Oskie Capital Management
New York
$0 -$2.54M 0 – Closed
2459
OMC
Overbrook Management Corp
New York
$0 -$524K 0 – Closed
2460
PCM
Palestra Capital Management
New York
$0 -$9.42M 0 – Closed
2461
PA
Para Advisors
New York
$0 -$5.22M 0 – Closed
2462
PWPCM
Perella Weinberg Partners Capital Management
New York
$0 -$11.7M 0 – Closed
2463
QC
QCM Cayman
Texas
$0 -$202K 0 – Closed
2464
Rafferty Asset Management
Rafferty Asset Management
New York
$0 -$10.6M 0 – Closed
2465
RP
Raiff Partners
New York
$0 -$5.09M 0 – Closed
2466
RIM
Ranger International Management
Illinois
$0 -$71K 0 – Closed
2467
RP
Realm Partners
New York
$0 -$2.75M 0 – Closed
2468
SAM
Sage Asset Management
New York
$0 -$1.04M 0 – Closed
2469
SH
Scepter Holdings
Texas
$0 -$2.69M 0 – Closed
2470
SCA
Signpost Capital Advisors
New York
$0 -$18.4M 0 – Closed
2471
SBCM
Silver Bridge Capital Management
Massachusetts
$0 -$217M 0 – Closed
2472
SCM
Sirios Capital Management
Massachusetts
$0 -$8.42M 0 – Closed
2473
SFM
Stack Financial Management
Montana
$0 -$13.4M 0 – Closed
2474
SCM
Sterneck Capital Management
Missouri
$0 -$3.07M 0 – Closed
2475
TP
Tesuji Partners
New Jersey
$0 -$104M 0 – Closed