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 | |
|---|---|---|---|---|---|---|---|
| 1051 |
TAM
Third Avenue Management
New York
| $0 | -$132M | 0 | – | Closed |
|
| 1052 |
TRIM
Thompson Rubinstein Investment Management
Portland,
Oregon
| $0 | -$1.13M | 0 | – | Closed |
|
| 1053 |
Todd Asset Management
Louisville,
Kentucky
| $0 | -$2.24M | 0 | – | Closed |
|
| 1054 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
| $0 | -$1K | 0 | – | Closed |
|
| 1055 |
TSWM
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $0 | -$58K | 0 | – | Closed |
|
| 1056 |
VF
Virtu Financial
New York
| $0 | -$8.3M | 0 | – | Closed |
|
| 1057 |
WPC
Waters Parkerson & Co
New Orleans,
Louisiana
| $0 | -$167K | 0 | – | Closed |
|
| 1058 |
WA
WESPAC Advisors
Orinda,
California
| $0 | -$1.21M | 0 | – | Closed |
|
| 1059 |
ZDA
Zweig-DiMenna Associates
New York
| $0 | -$8.3M | 0 | – | Closed |
|