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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
1101	LOM Loeb Offshore Management New York	$0	-$2.94M	0	–	Closed
1102	MC Maplelane Capital New York	$0	+$18	1	0%	New
1103	MIM Marco Investment Management Atlanta, Georgia	$0	-$272K	0	–	Closed
1104	Maverick Capital Dallas, Texas	$0	-$20.1M	0	–	Closed
1105	Mizuho Securities USA New York	$0	-$3.87M	0	–	Closed
1106	MCP Moab Capital Partners Southampton, New York	$0	-$7.8M	0	–	Closed
1107	OAMG Odey Asset Management Group London, United Kingdom	$0	-$1.25M	0	–	Closed
1108	OHCM Orchard Hill Capital Management New York	$0	-$463K	0	–	Closed
1109	Parkwood LLC Cleveland, Ohio	$0	-$158K	0	–	Closed
1110	Penn Capital Management Philadelphia, Pennsylvania	$0	-$834K	0	–	Closed
1111	Picton Mahoney Asset Management Toronto, Ontario, Canada	$0	-$6.56M	0	–	Closed
1112	Pier Capital Stamford, Connecticut	$0	-$7.33M	0	–	Closed
1113	Plante Moran Financial Advisors Southfield, Michigan	$0	-$58K	0	–	Closed
1114	PM Platinum Management New York	$0	-$719K	0	–	Closed
1115	Point72 Hong Kong Hong Kong	$0	$0	1	0%	Maintained
1116	Private Capital Management (Florida) Naples, Florida	$0	-$11.8M	0	–	Closed
1117	Regal Investment Advisors Kentwood, Michigan	$0	-$45.5K	1	0%	Reduced
1118	SC Saiers Capital New York	$0	-$654K	0	–	Closed
1119	Santa Barbara Asset Management Los Angeles, California	$0	-$1.36M	0	–	Closed
1120	Seven Eight Capital New York	$0	-$71K	0	–	Closed
1121	SG Capital Management Chicago, Illinois	$0	-$934K	0	–	Closed
1122	SMA Simply Money Advisors Cincinnati, Ohio	$0	-$4K	0	–	Closed
1123	SAM Skyline Asset Management Chicago, Illinois	$0	-$8.86M	0	–	Closed
1124	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$0	-$98K	0	–	Closed
1125	Tributary Capital Management Omaha, Nebraska	$0	-$16K	0	–	Closed