← 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
826	FIM Fruth Investment Management Houston, Texas	$630K	-$13.3K	1	0.29%	Reduced
827	MC Mathes Company New York	$628K	-$9.18K	1	0.31%	Reduced
828	RMC Regis Management Company Menlo Park, California	$628K	$0	1	0.18%	Maintained
829	SCM Stonebridge Capital Management Los Angeles, California	$624K	-$17.3K	1	0.24%	Reduced
830	CG Clinton Group New York	$623K	-$99.4K	1	0.31%	Reduced
831	WA WFG Advisors Dallas, Texas	$620K	-$43.8K	4	0.12%	Reduced
832	FFC First Financial Corp Terre Haute, Indiana	$608K	-$6.97K	2	0.29%	Reduced
833	Capital Fund Management (CFM) Paris, France	$607K	-$2.32M	1	0.01%	Reduced
834	BIM BRC Investment Management Greenwood Village, Colorado	$603K	+$533K	1	0.09%	New
835	ZCM Zebra Capital Management Stamford, Connecticut	$599K	+$336K	1	0.23%	Increased
836	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$589K	$0	3	0.02%	Maintained
837	MIC Meridian Investment Counsel Lafayette, California	$588K	$0	1	0.45%	Maintained
838	STRS Ohio Columbus, Ohio	$585K	-$1.02M	3	0%	Reduced
839	WTIM Wilmington Trust Investment Management Wilmington, Delaware	$581K	$0	1	0.12%	Maintained
840	Central Trust Company Jefferson City, Missouri	$573K	-$12.5K	4	0.05%	Reduced
841	CCM Catawba Capital Management Roanoke, Virginia	$571K	-$59.7K	1	0.13%	Reduced
842	HBK Investments Dallas, Texas	$571K	+$37.5K	2	0.01%	Increased
843	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$565K	-$64.7K	3	0.14%	Reduced
844	Group One Trading Chicago, Illinois	$564K	-$724K	7	0.01%	Reduced
845	OIA Optimum Investment Advisors Chicago, Illinois	$563K	+$8.36K	3	0.18%	Increased
846	CIM Calvert Investment Management Bethesda, Maryland	$562K	+$6.64K	2	0.04%	Increased
847	LK Lumbard & Kellner Hollis, New Hampshire	$550K	-$123K	1	0.39%	Reduced
848	PFM Parsec Financial Management Asheville, North Carolina	$550K	$0	1	0.06%	Maintained
849	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$546K	+$270K	9	0.13%	Increased
850	DIA Dean Investment Associates Beavercreek, Ohio	$544K	+$72.6K	1	0.13%	Increased