← 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
626	Stephens Inc Little Rock, Arkansas	$2.37M	-$721K	2	0.12%	Reduced
627	Bragg Financial Advisors Charlotte, North Carolina	$2.35M	+$36.4K	1	0.56%	Increased
628	AssetMark Inc Concord, California	$2.3M	+$1.33M	2	0.05%	Increased
629	Mizuho Securities USA New York	$2.29M	+$2.07M	1	0.98%	New
630	Commerce Bank Kansas City, Missouri	$2.27M	-$111K	2	0.04%	Reduced
631	Fifth Third Bancorp Cincinnati, Ohio	$2.27M	-$250K	10	0.02%	Reduced
632	SST S Squared Technology New York	$2.26M	$0	1	2.78%	Maintained
633	HHC Hutchin Hill Capital New York	$2.26M	-$11.3M	1	0.1%	Reduced
634	AP Alydar Partners Boston, Massachusetts	$2.24M	+$2.14M	1	0.19%	New
635	HL Financial Services Louisville, Kentucky	$2.23M	+$1.04M	2	0.07%	Increased
636	MMCM Marque Millennium Capital Management New York	$2.22M	$0	1	0.88%	Maintained
637	BS Bessemer Securities New York	$2.19M	+$1.98M	1	1.23%	New
638	KC Kingfisher Capital Charlotte, North Carolina	$2.17M	+$59.2K	1	1.13%	Increased
639	Janney Montgomery Scott Philadelphia, Pennsylvania	$2.15M	+$593K	5	0.05%	Increased
640	First Manhattan New York	$2.14M	$0	5	0.01%	Maintained
641	TCM Tygh Capital Management Portland, Oregon	$2.13M	-$5.71M	1	0.45%	Reduced
642	Curi RMB Capital Chicago, Illinois	$2.12M	-$38.7K	1	0.13%	Reduced
643	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$2.11M	$0	1	1.6%	Maintained
644	Davidson Kempner Capital Management New York	$2.11M	+$1.91M	1	0.06%	New
645	WOC West Oak Capital Westlake Village, California	$2.1M	-$4.65K	2	1.52%	Reduced
646	OA Outfitter Advisors Mclean, Virginia	$2.06M	+$32.1K	1	0.79%	Increased
647	IA Icon Advisers Greenwood Village, Colorado	$2.04M	+$14.3K	2	0.13%	Increased
648	NPA Nichols & Pratt Advisers Boston, Massachusetts	$2.01M	-$1.81M	1	0.17%	Reduced
649	PM Platinum Management New York	$2M	+$1.79M	2	0.28%	New
650	VIA Vantage Investment Advisors State College, Pennsylvania	$1.99M	-$15.4K	1	1.22%	Reduced