← 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
726	Twin Tree Management Dallas, Texas	$1.41M	+$432K	2	0.02%	Increased
727	HHC Hutchin Hill Capital New York	$1.4M	-$4.65M	1	0.05%	Reduced
728	MCM Mork Capital Management Healdsburg, California	$1.4M	$0	2	1.39%	Maintained
729	IPC Independent Portfolio Consultants Boca Raton, Florida	$1.39M	+$300K	3	0.44%	Increased
730	NCMW Northern Capital Management (Wisconsin) Madison, Wisconsin	$1.38M	-$71.7K	1	0.62%	Reduced
731	GHP Investment Advisors Denver, Colorado	$1.37M	+$44.9K	1	0.3%	Increased
732	DCMM DG Capital Management (Massachusetts) Boston, Massachusetts	$1.37M	+$441K	1	1.46%	Increased
733	ALPS Advisors Denver, Colorado	$1.34M	-$92.6K	3	0.01%	Reduced
734	Cable Hill Partners Portland, Oregon	$1.34M	-$28.2K	4	0.98%	Reduced
735	FRM Fox Run Management Greenwich, Connecticut	$1.33M	+$1.25M	2	0.65%	New
736	Dowling & Yahnke San Diego, California	$1.32M	+$15.4K	1	0.16%	Increased
737	PM Penbrook Management New York	$1.32M	-$5.36K	1	1.45%	Reduced
738	Wedge Capital Management Charlotte, North Carolina	$1.29M	-$38.8K	2	0.01%	Reduced
739	CIBC Bank USA Chicago, Illinois	$1.28M	-$433K	2	0.2%	Reduced
740	Swiss Life Asset Management Zurich,	$1.28M	-$1.33M	2	0.05%	Reduced
741	Great Lakes Advisors Chicago, Illinois	$1.25M	-$49.2K	2	0.03%	Reduced
742	RGI River Global Investors London, United Kingdom	$1.25M	+$851K	1	0.54%	Increased
743	CC ClearArc Capital Cincinnati, Ohio	$1.24M	-$25.6K	3	0.24%	Reduced
744	WRM Westport Resources Management Westport, Connecticut	$1.23M	-$126K	2	0.4%	Reduced
745	MA Minerva Advisors Bala Cynwyd, Pennsylvania	$1.23M	$0	1	0.83%	Maintained
746	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$1.23M	+$1.19M	3	0.57%	New
747	TM Tikvah Management Charlotte, North Carolina	$1.23M	-$7.78K	1	0.72%	Reduced
748	Laird Norton Wetherby Wealth Management San Francisco, California	$1.22M	+$98.1K	4	0.27%	Increased
749	BCM Bluefin Capital Management New York	$1.22M	+$939K	1	0.12%	Increased
750	SM Sciencast Management Princeton, New Jersey	$1.22M	+$1.16M	1	0.53%	New