← 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
1001	CCM Coe Capital Management Highland Park, Illinois	$0	-$1.64M	0	–	Closed
1002	CIM Contrarius Investment Management St. Helier, Jersey	$0	-$8.01M	0	–	Closed
1003	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$0	-$1.93M	0	–	Closed
1004	CPA Cowen Prime Advisors New York	$0	-$254K	1	0%	Reduced
1005	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$0	-$26.4M	0	–	Closed
1006	CII CR Intrinsic Investors Stamford, Connecticut	$0	$0	1	0%	Maintained
1007	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$0	-$1.17M	0	–	Closed
1008	DG Davidson & Garrard Lynchburg, Virginia	$0	-$235K	0	–	Closed
1009	DM Diker Management New York	$0	-$8.64M	0	–	Closed
1010	DnB Asset Management Oslo, Norway	$0	-$43.7M	0	–	Closed
1011	DIP DT Investment Partners Chadds Ford, Pennsylvania	$0	-$263K	0	–	Closed
1012	EA Ecofin Advisors London, United Kingdom	$0	-$4.05M	0	–	Closed
1013	EWP Edmunds White Partners Richmond, Virginia	$0	-$606K	0	–	Closed
1014	FHB First Hawaiian Bank Honolulu, Hawaii	$0	-$65K	0	–	Closed
1015	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$0	-$41K	0	–	Closed
1016	FIG Fortress Investment Group New York	$0	-$30M	0	–	Closed
1017	Fort Washington Investment Advisors Cincinnati, Ohio	$0	-$3.25M	0	–	Closed
1018	GCT Galaxy Capital Trading Road Town, British Virgin Islands	$0	-$871K	0	–	Closed
1019	GIA Gargoyle Investment Advisor Englewood, New Jersey	$0	-$318K	0	–	Closed
1020	HAMF Hatteras Alternative Mutual Funds Raleigh, North Carolina	$0	-$222K	0	–	Closed
1021	HS HighVista Strategies Boston, Massachusetts	$0	-$3.09M	0	–	Closed
1022	IC IKOS CIF Limassol, Cyprus	$0	-$447K	0	–	Closed
1023	IPRC Indices-Pac Research Corporation Montvale, New Jersey	$0	-$689K	0	–	Closed
1024	I2I Insight 2811 Inc Chicago, Illinois	$0	-$18K	0	–	Closed
1025	IIM Ivory Investment Management New York	$0	-$52.2M	0	–	Closed