← 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
701	IPC Independent Portfolio Consultants Boca Raton, Florida	$1.55M	+$534K	3	0.43%	Increased
702	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$1.54M	-$2.06M	1	0.1%	Reduced
703	BCM Basso Capital Management Stamford, Connecticut	$1.54M	+$1.36M	1	0.26%	New
704	Conning Inc Hartford, Connecticut	$1.52M	-$133K	3	0.08%	Reduced
705	First National Bank of Omaha Omaha, Nebraska	$1.51M	+$77.4K	1	0.11%	Increased
706	TBNY Trustco Bank (New York) Albany, New York	$1.51M	-$32.6K	1	1.41%	Reduced
707	Horizon Kinetics New York	$1.49M	+$37K	2	0.02%	Increased
708	Manchester Capital Management Manchester, Vermont	$1.48M	+$220K	7	0.2%	Increased
709	Algert Global San Francisco, California	$1.48M	+$280K	3	0.95%	Increased
710	DSI Daiwa SB Investments Tokyo, Japan	$1.47M	-$12.8M	1	0.19%	Reduced
711	DCMM DG Capital Management (Massachusetts) Boston, Massachusetts	$1.46M	+$1.29M	1	0.83%	New
712	T TradeWorx Red Bank, New Jersey	$1.44M	+$890K	2	1.17%	Increased
713	Amalgamated Bank New York	$1.43M	+$168K	3	0.22%	Increased
714	YHB Investment Advisors West Hartford, Connecticut	$1.4M	+$40.7K	1	0.34%	Increased
715	Prelude Capital Management New York	$1.39M	+$1.06M	9	0.18%	Increased
716	AIA AGF Investments America Toronto, Ontario, Canada	$1.38M	+$1.32M	1	0.54%	New
717	Ariel Investments Chicago, Illinois	$1.37M	-$2.08M	1	0.02%	Reduced
718	GAMCO Investors Greenwich, Connecticut	$1.35M	$0	1	0.01%	Maintained
719	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$1.35M	-$21.2K	1	1.23%	Reduced
720	Chemical Bank Detroit, Michigan	$1.34M	+$198K	2	0.23%	Increased
721	LCP Legacy Capital Partners Milwaukee, Wisconsin	$1.32M	+$63.1K	1	0.85%	Increased
722	Gerstein Fisher New York	$1.32M	+$531	2	0.25%	Increased
723	LS Investment Advisors Bloomfield Hills, Michigan	$1.29M	-$28.7K	5	0.11%	Reduced
724	HCM Herndon Capital Management Atlanta, Georgia	$1.28M	-$63.4K	1	0.02%	Reduced
725	GCA Gideon Capital Advisors New York	$1.28M	+$1.14M	2	0.46%	New