← 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	% of Portfolio	Status
1101	PMG ProVise Management Group Clearwater, Florida	$0	-$654K	–	Closed
1102	RU RobecoSam USA New York	$0	-$229K	–	Closed
1103	Robeco Schweiz Zurich, Switzerland	$0	-$3.13M	–	Closed
1104	RCM Rotella Capital Management Bellevue, Washington	$0	-$23K	–	Closed
1105	SCM Sandler Capital Management New York	$0	-$18.3M	–	Closed
1106	SCIA Sanibel Captiva Investment Advisers Chicago, Illinois	$0	-$409K	–	Closed
1107	SIG Schooner Investment Group Wayne, Pennsylvania	$0	-$87K	–	Closed
1108	SSI Scott & Selber Inc Houston, Texas	$0	-$2.14M	–	Closed
1109	STIA Stone Toro Investment Advisers Princeton, New Jersey	$0	-$263K	–	Closed
1110	SPM Symmetry Peak Management Radnor, Pennsylvania	$0	-$263K	–	Closed
1111	TCM Timpani Capital Management Milwaukee, Wisconsin	$0	-$812K	–	Closed
1112	TIM Tortoise Investment Management White Plains, New York	$0	-$7K	–	Closed
1113	Twin Tree Management Dallas, Texas	$0	-$58.1K	–	Closed
1114	WI WBI Investments Red Bank, New Jersey	$0	-$11.1M	–	Closed
1115	WSCM Wellington Shields Capital Management New York	$0	-$682K	–	Closed
1116	Westfield Capital Management Boston, Massachusetts	$0	-$20.1M	–	Closed
1117	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$0	-$400K	–	Closed
1118	WIC Willis Investment Counsel Gainesville, Georgia	$0	-$10.7M	–	Closed
1119	WIS Wright Investors Service Shelton, Connecticut	$0	-$786K	–	Closed