← 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
5001
RCM
Rivermont Capital Management
New York
$0 -$20.1M 0 – Closed
5002
RAM
Robocap Asset Management
United Kingdom
$0 -$1.33M 0 – Closed
5003
ROP
Rule One Partners
Georgia
$0 -$9.38M 0 – Closed
5004
Sageworth Trust
Sageworth Trust
Pennsylvania
$0 -$617K 0 – Closed
5005
SMH
Sanders Morris Harris
Texas
$0 -$11.8M 0 – Closed
5006
SC
Sawyer & Company
Massachusetts
$0 -$26.4K 0 – Closed
5007
SA
Scarborough Advisors
Maryland
$0 -$7.86K 0 – Closed
5008
SCM
Semanteon Capital Management
Massachusetts
$0 -$205K 0 – Closed
5009
SCP
Sender Company & Partners
New York
$0 -$1.53M 0 – Closed
5010
Seven Grand Managers
Seven Grand Managers
New York
$0 -$108M 0 – Closed
5011
SC
Shellback Capital
Massachusetts
$0 -$9.47M 0 – Closed
5012
SA
Situational Awareness
California
$0 -$6.12M 0 – Closed
5013
SCM
Steadfast Capital Management
New York
$0 -$13M 0 – Closed
5014
SLT
St Louis Trust
Missouri
$0 -$1.68M 0 – Closed
5015
Stockbridge Partners
Stockbridge Partners
Massachusetts
$0 -$196M 0 – Closed
5016
SPM
Symmetry Peak Management
Pennsylvania
$0 -$264K 0 – Closed
5017
TCM
TABR Capital Management
California
$0 -$570K 0 – Closed
5018
TM
Taproot Management
New York
$0 -$9.25M 0 – Closed
5019
TC
TradeLink Capital
Illinois
$0 -$406K 0 – Closed
5020
TL
Tradewinds LLC
North Carolina
$0 -$623K 0 – Closed
5021
TFP
TrueWealth Financial Partners
Washington
$0 -$289K 0 – Closed
5022
TAM
Tucker Asset Management
Colorado
$0 -$439K 0 – Closed
5023
TCM
Tyro Capital Management
Florida
$0 -$41M 0 – Closed
5024
UIC
Uniplan Investment Counsel
Wisconsin
$0 -$25.7K 0 – Closed
5025
VFO
Virtus Family Office
Texas
$0 -$207K 0 – Closed
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