← 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
1076	FMP Financial Management Professionals Austin, Texas	$2K	$0	1	0%	Maintained
1077	GGPS Gary Goldberg Planning Services Suffern, New York	$2K	+$2.17K	1	0%	New
1078	JIC Joel Isaacson & Co New York	$2K	$0	1	0%	Maintained
1079	NIM NuWave Investment Management Parsippany, New Jersey	$2K	-$176K	3	0.01%	Reduced
1080	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$2K	$0	1	0%	Maintained
1081	SA SRH Advisors Salina, Kansas	$2K	+$1.88K	1	0.02%	New
1082	VCM Vigilant Capital Management Portland, Maine	$2K	+$2.43K	2	0%	New
1083	Brinker Capital Investments Berwyn, Pennsylvania	$1K	$0	1	0%	Maintained
1084	MIM Macroview Investment Management Bethesda, Maryland	$1K	+$1.54K	3	0%	New
1085	CIA Capital Impact Advisors Boston, Massachusetts	$158	-$155K	1	0%	Reduced
1086	AC AFAM Capital Austin, Texas	$0	-$5.64M	0	–	Closed
1087	Alpha Cubed Investments Irvine, California	$0	-$2.74M	0	–	Closed
1088	AP Alydar Partners Boston, Massachusetts	$0	-$2.24M	0	–	Closed
1089	AFIA America First Investment Advisors Omaha, Nebraska	$0	-$5K	0	–	Closed
1090	ANBTV American National Bank & Trust (Virginia) Danville, Virginia	$0	-$419K	0	–	Closed
1091	ACM Antonetti Capital Management Naples, Florida	$0	-$3.64M	0	–	Closed
1092	Appaloosa Management Miami Beach, Florida	$0	-$49M	0	–	Closed
1093	Ariel Investments Chicago, Illinois	$0	-$1.37M	0	–	Closed
1094	ACP Ashfield Capital Partners San Francisco, California	$0	-$15.4M	0	–	Closed
1095	AB Atlas Brown Louisville, Kentucky	$0	-$268K	0	–	Closed
1096	AAM Azzad Asset Management Falls Church, Virginia	$0	-$309K	0	–	Closed
1097	BCM Basso Capital Management Stamford, Connecticut	$0	-$1.54M	0	–	Closed
1098	BGAM Boussard & Gavaudan Asset Management London, United Kingdom	$0	-$292K	0	–	Closed
1099	BIM BRC Investment Management Greenwood Village, Colorado	$0	-$603K	0	–	Closed
1100	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$0	-$546K	0	–	Closed