← 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
501	PCM Prelude Capital Management New York	$4.94M	+$257K	6	0.69%	Increased
502	HL Financial Services Louisville, Kentucky	$4.92M	+$160K	2	0.12%	Increased
503	KIC Keating Investment Counselors Delray Beach, Florida	$4.91M	+$77.1K	1	2.41%	Increased
504	CI Investments Inc Toronto, Ontario, Canada	$4.86M	+$4.56M	2	0.06%	New
505	TC Talkot Capital Sausalito, California	$4.86M	+$485K	1	8.4%	Increased
506	DAM Delta Asset Management Memphis, Tennessee	$4.82M	+$63.2K	4	0.83%	Increased
507	AHL Partners London, United Kingdom	$4.79M	-$3.02M	5	0.26%	Reduced
508	KC Kellner Capital New York	$4.79M	$0	1	3.32%	Maintained
509	PAPAIJV Paragon Associates & Paragon Associates II Joint Venture Dallas, Texas	$4.78M	+$4M	1	4.68%	New
510	Driehaus Capital Management Chicago, Illinois	$4.74M	-$21.5M	2	0.17%	Reduced
511	Trillium Asset Management Boston, Massachusetts	$4.64M	-$315K	2	0.31%	Reduced
512	Massachusetts Financial Services Boston, Massachusetts	$4.64M	$0	1	0%	Maintained
513	NRS Neville Rodie & Shaw New York	$4.61M	+$23.8K	1	0.55%	Increased
514	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$4.6M	+$218K	3	0.09%	Increased
515	South Dakota Investment Council Sioux Falls, South Dakota	$4.59M	-$236K	3	0.1%	Reduced
516	SC Skylands Capital Milwaukee, Wisconsin	$4.53M	+$3.48M	1	0.74%	Increased
517	CCM Cohen Capital Management Corte Madera, California	$4.52M	$0	1	1.31%	Maintained
518	Segall Bryant & Hamill Chicago, Illinois	$4.5M	+$237K	1	0.12%	Increased
519	TCM Tygh Capital Management Portland, Oregon	$4.49M	-$3.27M	1	1.26%	Reduced
520	ARM Adirondack Research & Management Guilderland, New York	$4.47M	+$214K	1	1.68%	Increased
521	Hudson Bay Capital Management Stamford, Connecticut	$4.45M	+$4.36M	1	0.14%	New
522	Jefferies Group New York	$4.44M	-$2.69M	3	0.02%	Reduced
523	OTC Opera Trading Capital Paris, France	$4.42M	+$4.33M	1	0.96%	New
524	Raymond James Trust St. Petersburg, Florida	$4.4M	+$269K	2	0.39%	Increased
525	RNC Capital Management Los Angeles, California	$4.39M	-$18.8M	1	0.41%	Reduced