← 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
1101
BRWM
B. Riley Wealth Management
Tennessee
$0 -$15K 0 – Closed
1102
CA
CapWealth Advisors
Tennessee
$0 -$2K 0 – Closed
1103
CSM
Central Square Management
Illinois
$0 -$282K 0 – Closed
1104
CEI
Clark Estates Inc
New York
$0 -$1.83M 0 – Closed
1105
CC
Clearline Capital
New York
$0 -$2.8M 0 – Closed
1106
CC
Coastland Capital
California
$0 -$14.8M 0 – Closed
1107
CAM
Contour Asset Management
New York
$0 -$12.8M 0 – Closed
1108
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$0 -$270K 0 – Closed
1109
CAM
Cortina Asset Management
Wisconsin
$0 -$316K 0 – Closed
1110
CAM
Cypress Asset Management
Texas
$0 -$203K 0 – Closed
1111
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$0 -$2.11M 0 – Closed
1112
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$0 -$35.8M 0 – Closed
1113
DCMM
DG Capital Management (Massachusetts)
Massachusetts
$0 -$1.46M 0 – Closed
1114
Eastern Bank
Eastern Bank
Massachusetts
$0 -$209K 0 – Closed
1115
ERM
Elm Ridge Management
New York
$0 -$16.7M 0 – Closed
1116
EIM
Essex Investment Management
Massachusetts
$0 -$1.05M 0 – Closed
1117
EverPoint Asset Management
EverPoint Asset Management
Connecticut
$0 -$8M 0 – Closed
1118
Farallon Capital Management
Farallon Capital Management
California
$0 -$14.1M 0 – Closed
1119
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0 -$218K 0 – Closed
1120
FCCM
First City Capital Management
Georgia
$0 -$11.5K 0 – Closed
1121
FTCM
Fir Tree Capital Management
New York
$0 -$134M 0 – Closed
1122
FIG
Fortress Investment Group
New York
$0 -$3.71M 0 – Closed
1123
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$0 -$1.95M 0 – Closed
1124
GJIC
Gamble Jones Investment Counsel
California
$0 -$207K 0 – Closed
1125
GVT
Genesee Valley Trust
New York
$0 -$210K 0 – Closed