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 | |
|---|---|---|---|---|---|---|---|
| 976 |
PP
Palladium Partners
Norfolk,
Virginia
| $1K | +$1.45K | 1 | 0% | New |
|
| 977 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1K | +$900 | 1 | 0% | New |
|
| 978 |
CII
CR Intrinsic Investors
Stamford,
Connecticut
| $0 | +$15 | 1 | 0% | New |
|
| 979 |
EU
Emory University
Atlanta,
Georgia
| $0 | +$585 | 1 | 0% | New |
|
| 980 |
MC
Maplelane Capital
New York
| $0 | +$55 | 1 | 0% | New |
|