← 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
876	Klingenstein Fields & Co New York	$412K	-$757K	1	0.02%	Reduced
877	LIM Leavell Investment Management Mobile, Alabama	$405K	$0	1	0.06%	Maintained
878	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$398K	$0	3	0.33%	Maintained
879	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$398K	+$362K	2	0.04%	New
880	Banque Pictet & Cie Geneva 73, Switzerland	$393K	+$356K	1	0.01%	New
881	FBT Founders Bank & Trust Grand Rapids, Michigan	$391K	-$39.3K	1	0.22%	Reduced
882	PRCM Pine River Capital Management Minnetonka, Minnesota	$385K	+$340K	1	0.01%	New
883	ACM Alpha Capital Management Austin, Texas	$383K	-$11.2K	1	0.27%	Reduced
884	UFG United Fire Group Cedar Rapids, Iowa	$380K	$0	1	0.16%	Maintained
885	T TOBAM Paris, France	$376K	+$340K	1	0.02%	New
886	GIS Guardian Investor Services New York	$375K	-$11.4K	3	0.29%	Reduced
887	IMS Index Management Solutions Philadelphia, Pennsylvania	$375K	+$139K	3	0.05%	Increased
888	WIL Winifred I. Li	$373K	-$2.39K	5	0.32%	Reduced
889	WEC Winslow Evans & Crocker Boston, Massachusetts	$372K	+$42.1K	4	0.12%	Increased
890	Eagle Global Advisors Houston, Texas	$367K	-$280K	1	0.01%	Reduced
891	LCM Logan Capital Management Newtown Square, Pennsylvania	$366K	+$32.6K	1	0.03%	Increased
892	LOAMU Lombard Odier Asset Management (USA) New York	$366K	$0	1	0.02%	Maintained
893	CPA Cowen Prime Advisors New York	$363K	$0	1	0.14%	Maintained
894	CS Credential Securities Vancouver,	$362K	+$30.4K	1	0.24%	Increased
895	PIM Penobscot Investment Management Boston, Massachusetts	$361K	$0	1	0.12%	Maintained
896	TWI Thomas White International Chicago, Illinois	$360K	$0	1	0.05%	Maintained
897	IAM Iridian Asset Management Westport, Connecticut	$357K	-$135K	1	0%	Reduced
898	NIM Northeast Investment Management Boston, Massachusetts	$354K	-$4.57K	1	0.04%	Reduced
899	FQ First Quadrant Glendale, California	$351K	$0	1	0.01%	Maintained
900	Cookson Peirce & Co Pittsburgh, Pennsylvania	$350K	+$320K	1	0.08%	New