← 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
851	CCT Chemung Canal Trust Elmira, New York	$705K	-$236K	1	0.17%	Reduced
852	MAM Mizuho Asset Management Tokyo, Japan	$705K	+$330K	3	0.13%	Increased
853	QI Quotient Investors New York	$704K	+$253K	2	0.33%	Increased
854	Oberweis Asset Management Lisle, Illinois	$700K	+$143K	1	0.21%	Increased
855	LPT Legacy Private Trust Neenah, Wisconsin	$687K	+$330K	2	0.1%	Increased
856	Group One Trading Chicago, Illinois	$680K	+$519K	2	0.01%	Increased
857	TG TLP Group Evanston, Illinois	$679K	+$658K	2	0.46%	New
858	JDR Jay D. Rosenbaum	$668K	-$19.9K	1	0.1%	Reduced
859	DTL Dynamic Technology Lab Singapore	$664K	-$754K	2	0.18%	Reduced
860	AAP Ardsley Advisory Partners Stamford, Connecticut	$659K	+$607K	1	0.11%	New
861	ID Integral Derivatives New York	$649K	+$371K	1	0.02%	Increased
862	Penserra Capital Management Orinda, California	$647K	-$9.48M	3	0.09%	Reduced
863	P Pitcairn Conshohocken, Pennsylvania	$642K	+$614K	1	0.08%	New
864	TCM Tanaka Capital Management New York	$642K	-$1.14M	3	1.65%	Reduced
865	RMC Regis Management Company Menlo Park, California	$633K	-$1.98M	1	0.13%	Reduced
866	Intact Investment Management Montreal, Quebec, Canada	$625K	+$1.25K	1	0.03%	Increased
867	FIM Fruth Investment Management Houston, Texas	$624K	-$4.41K	1	0.3%	Reduced
868	MCM Murphy Capital Management Bedminster, New Jersey	$622K	+$199K	1	0.1%	Increased
869	FineMark National Bank & Trust Fort Myers, Florida	$621K	-$42.7K	6	0.07%	Reduced
870	RAM Roanoke Asset Management Jersey City, New Jersey	$621K	$0	1	0.29%	Maintained
871	BTNA Bremer Trust National Association St. Cloud, Minnesota	$613K	+$564K	1	0.17%	New
872	SCM Stonebridge Capital Management Los Angeles, California	$613K	-$8.82K	1	0.28%	Reduced
873	WA WESPAC Advisors Orinda, California	$613K	+$55.7K	1	0.63%	Increased
874	OA Outfitter Advisors Mclean, Virginia	$610K	-$447K	1	0.26%	Reduced
875	MC Moors & Cabot Boston, Massachusetts	$597K	+$263K	1	0.1%	Increased