← 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
776
MIU
Man Investments (UK)
United Kingdom
$479K +$478K 2 0.11% New
777
Amalgamated Bank
Amalgamated Bank
New York
$474K +$462K 1 0.17% New
778
LCM
LVM Capital Management
Michigan
$474K +$462K 1 0.19% New
779
PTC
Private Trust Company
Ohio
$474K +$459K 7 0.22% New
780
Coldstream Capital Management
Coldstream Capital Management
Washington
$473K +$453K 1 0.16% New
781
SHA
Smith Hayes Advisers
Nebraska
$466K +$475K 1 0.19% New
782
OMCS
Old Mutual Customised Solutions
South Africa
$465K +$456K 10 0.13% New
783
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$459K +$439K 1 0.01% New
784
CCM
Condor Capital Management
New Jersey
$458K +$470K 2 0.17% New
785
MC
Menta Capital
California
$457K +$448K 1 0.29% New
786
UBV
United Bank (Virginia)
Virginia
$450K +$441K 1 4.58% New
787
IC
IKOS CIF
Cyprus
$447K +$441K 2 0.83% New
788
HDIM
Hanson & Doremus Investment Management
Vermont
$446K +$460K 3 0.24% New
789
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$440K +$431K 1 0.01% New
790
FFC
First Financial Corp
Indiana
$436K +$427K 2 0.22% New
791
MC
Mathes Company
New York
$427K +$415K 1 0.46% New
792
Great Lakes Advisors
Great Lakes Advisors
Illinois
$424K +$433K 1 0.02% New
793
GMCM
Gruber & McBaine Capital Management
California
$417K +$423K 1 0.14% New
794
BC
Banced Corp
Illinois
$415K +$404K 1 0.43% New
795
GLI
Guardian Life Insurance
New York
$413K +$407K 3 0.04% New
796
RMCM
Reynders McVeigh Capital Management
Massachusetts
$405K +$394K 1 0.12% New
797
GCM
Goldman Capital Management
New York
$403K +$409K 1 0.23% New
798
FIM
Fruth Investment Management
Texas
$401K +$390K 1 0.23% New
799
BIM
BRC Investment Management
Colorado
$400K +$408K 1 0.07% New
800
HCA
Harbour Capital Advisors
Virginia
$397K +$386K 1 0.5% New