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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	% of Portfolio	Status
1101	DCM Decatur Capital Management Decatur, Georgia	$0	-$3.49M	–	Closed
1102	DCM Dynamic Capital Management St. Helier, Jersey	$0	-$2.67M	–	Closed
1103	EC Everest Capital Miami, Florida	$0	-$12.6M	–	Closed
1104	FMA Fiduciary Management Associates Chicago, Illinois	$0	-$466K	–	Closed
1105	First Allied Advisory Services San Diego, California	$0	-$787K	–	Closed
1106	FNYS First New York Securities New York	$0	-$1.99M	–	Closed
1107	GGPS Gary Goldberg Planning Services Suffern, New York	$0	$0	–	Closed
1108	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$0	-$268K	–	Closed
1109	GACM Green Arrow Capital Management New York	$0	-$8.41M	–	Closed
1110	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$0	-$7.79M	–	Closed
1111	IPRC Indices-Pac Research Corporation Montvale, New Jersey	$0	-$1.25M	–	Closed
1112	ICP Indus Capital Partners New York	$0	-$2.12M	–	Closed
1113	ICOA Investment Centers of America Bismarck, North Dakota	$0	-$263K	–	Closed
1114	JP Jana Partners New York	$0	-$55.1M	–	Closed
1115	JC JBF Capital Aspen, Colorado	$0	-$4.08M	–	Closed
1116	JT Jump Trading Chicago, Illinois	$0	-$98K	–	Closed
1117	Jupiter Investment Management London, United Kingdom	$0	-$3.07M	–	Closed
1118	KCPG Kavar Capital Partners Group Leawood, Kansas	$0	-$3K	–	Closed
1119	KCM KSA Capital Management Morristown, New Jersey	$0	-$1.11M	–	Closed
1120	Lone Pine Capital Greenwich, Connecticut	$0	-$127M	–	Closed
1121	LSA L & S Advisors Los Angeles, California	$0	-$2.25M	–	Closed
1122	LSV Asset Management Chicago, Illinois	$0	-$1.14M	–	Closed
1123	MCO MAK Capital One New York	$0	-$27.9M	–	Closed
1124	MSU Maple Securities USA Jersey City, New Jersey	$0	-$723K	–	Closed
1125	MIP Marietta Investment Partners Milwaukee, Wisconsin	$0	-$4.26M	–	Closed