← すべてのテーマ 半導体

半導体製造装置・リソグラフィー

半導体製造装置には、ウェハをチップに加工するための成膜、エッチング、検査、リソグラフィの装置が含まれます。最先端のリソグラフィ装置は供給元が1社しかなく、この分野は業界全体にとってのボトルネックとなっています。

21銘柄

# 名前 保有額 取引額 テーマ
銘柄
ポートフォリオに
占める割合
ステータス
801
Bensler
Bensler
Washington
$6938万 +$27.2万 4 6.14% 買い増し
802
BC
Birchview Capital
Vermont
$6901万 -$435万 2 32.28% 減少
803
Oak Ridge Investments
Oak Ridge Investments
Illinois
$6886万 +$1008万 3 3.9% 買い増し
804
Capital Group Private Client Services
Capital Group Private Client Services
California
$6877万 -$61.6万 3 0.97% 減少
805
D.J. St. Germain
D.J. St. Germain
Massachusetts
$6872万 -$356万 5 2.47% 減少
806
Capula Management
Capula Management
Cayman Islands
$6860万 +$2949万 4 0.25% 買い増し
807
Freestone Grove Partners
Freestone Grove Partners
California
$6851万 -$3622万 7 0.44% 減少
808
Virtu Financial
Virtu Financial
New York
$6800万 +$3958万 6 2.14% 買い増し
809
BW Gestao de Investimentos
BW Gestao de Investimentos
Brazil
$6798万 +$4885万 6 1.35% 新規
810
Light Street Capital Management
Light Street Capital Management
California
$6797万 -$576万 2 7.53% 減少
811
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$6777万 -$977万 6 0.31% 減少
812
Empirical Wealth Management
Empirical Wealth Management
Washington
$6762万 +$157万 8 0.99% 買い増し
813
Braun Stacey Associates
Braun Stacey Associates
New York
$6756万 -$149万 2 1.92% 減少
814
Knollwood Investment Advisory
Knollwood Investment Advisory
Maryland
$6753万 +$45.5万 5 6.01% 買い増し
815
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$6746万 -$34.1万 7 1.58% 減少
816
LMCG Investments
LMCG Investments
Massachusetts
$6745万 -$624万 5 3.61% 減少
817
Northeast Investment Management
Northeast Investment Management
Massachusetts
$6743万 +$28.3万 1 2.49% 買い増し
818
Destination Wealth Management
Destination Wealth Management
California
$6698万 -$103万 4 1.56% 減少
819
Weiss Asset Management
Weiss Asset Management
Massachusetts
$6673万 +$4490万 7 0.7% 買い増し
820
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel
Michigan
$6666万 -$1465万 2 2.78% 減少
821
Blue Grotto Capital
Blue Grotto Capital
Georgia
$6646万 -$7059万 1 5.55% 減少
822
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$6646万 -$2345万 1 2.8% 減少
823
AG2R La Mondiale Gestion d'Actifs
AG2R La Mondiale Gestion d'Actifs
France
$6626万 +$343万 3 2.4% 買い増し
824
North Growth Management
North Growth Management
British Columbia, Canada
$6575万 -$923万 1 8.43% 減少
825
Kinetic Partners Management
Kinetic Partners Management
Florida
$6569万 -$3512万 2 1.57% 減少