← All themes Semiconductors

Semicap & Lithography

Semiconductor capital equipment covers the deposition, etch, inspection, and lithography tools that turn a wafer into a chip. The most advanced lithography has a single supplier, which makes the group a chokepoint on the whole industry.

21 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
4901	DFA DHJJ Financial Advisors Naperville, Illinois	$5.47K	$0	2	0%	Maintained
4902	VFM Vision Financial Markets Stamford, Connecticut	$5.35K	$0	1	0%	Maintained
4903	CIEC Crédit Industriel et Commercial Paris France, France	$4.53K	-$217K	1	0%	Reduced
4904	RG RHL Group Holly, Michigan	$3.9K	+$2.6K	2	0%	New
4905	MCA Maryland Capital Advisors Chester, Maryland	$3.79K	+$2.58K	4	0%	New
4906	TIAAOA Teachers Insurance & Annuity Association of America New York	$3.62K	+$2.31K	1	0%	New
4907	CI Cordant Inc Portland, Oregon	$3.17K	+$1.9K	2	0%	New
4908	WCM Winthrop Capital Management Carmel, Indiana	$3K	-$304K	1	0%	Reduced
4909	RJA Ross\Johnson & Associates Plymouth, Minnesota	$2.6K	+$765	2	0.04%	Increased
4910	MFP Meramec Financial Planners Saint Louis, Missouri	$1.98K	$0	4	0%	Maintained
4911	SIM Sims Investment Management Cincinnati, Ohio	$723	+$461	1	0%	New
4912	FF Friedenthal Financial Marlton, New Jersey	$56	-$1.09M	1	0%	Reduced
4913	4WM 49 Wealth Management Austin, Texas	$0	-$1.2M	0	–	Closed
4914	APM a16z Perennial Management Menlo Park, California	$0	-$1.89M	0	–	Closed
4915	AGDI Absolute Gestao de Investimentos Sao Paulo, Brazil	$0	-$419K	0	–	Closed
4916	Alphadyne Asset Management New York	$0	-$5.12M	0	–	Closed
4917	AGM Alpine Global Management New York	$0	-$1.5M	0	–	Closed
4918	AA Altrafin AG Zurich,	$0	-$777K	0	–	Closed
4919	ACM Alua Capital Management New York	$0	-$27M	0	–	Closed
4920	AQR Arbitrage Greenwich, Connecticut	$0	-$8.24M	0	–	Closed
4921	ACP Avantyr Capital Partners New York	$0	-$178M	0	–	Closed
4922	APW Axim Planning & Wealth Springboro, Ohio	$0	-$426K	0	–	Closed
4923	BOJHT Bank of Jackson Hole Trust Jackson, Wyoming	$0	-$950K	0	–	Closed
4924	BC Beaconlight Capital New York	$0	-$808K	0	–	Closed
4925	B Bedminster Bluffton, South Carolina	$0	-$581K	0	–	Closed