← 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	Quadrant Capital Group Cincinnati, Ohio	$611K	+$46K	10	0.25%	Increased
1102	SEC Seven Eight Capital New York	$611K	-$19.7M	2	0.07%	Reduced
1103	Intact Investment Management Montreal, Quebec, Canada	$603K	-$1.03M	2	0.03%	Reduced
1104	Klingenstein Fields & Co New York	$602K	+$523K	1	0.02%	New
1105	NPC National Planning Corporation El Segundo, California	$598K	+$523K	2	0.05%	New
1106	TAM THB Asset Management Norwalk, Connecticut	$597K	-$32.3K	1	0.08%	Reduced
1107	BLA Balter Liquid Alternatives Boston, Massachusetts	$596K	+$611K	1	0.67%	New
1108	PTC Petrus Trust Company Dallas, Texas	$596K	-$769K	2	0.14%	Reduced
1109	AMM American Money Management Rancho Santa Fe, California	$595K	+$516K	1	0.4%	New
1110	BFG Beacon Financial Group Dallas, Texas	$594K	-$66.4K	1	0.11%	Reduced
1111	MC Miles Capital West Des Moines, Iowa	$592K	-$385K	2	0.34%	Reduced
1112	TSS Two Sigma Securities New York	$589K	-$2.2M	1	0.05%	Reduced
1113	WAM Westport Asset Management Southport, Connecticut	$588K	+$603K	1	0.44%	New
1114	BW Gestao de Investimentos Sao Paulo, Brazil	$584K	-$96.6K	1	0.12%	Reduced
1115	PVH Psagot Value Holdings Tel Aviv, Israel	$583K	+$304K	3	0.02%	Increased
1116	HT HAP Trading New York	$582K	+$505K	1	0.03%	New
1117	CONA Capital One National Association New York	$575K	+$262K	2	0.04%	Increased
1118	SignatureFD Atlanta, Georgia	$575K	-$10.1K	2	0.08%	Reduced
1119	Ferguson Wellman Capital Management Portland, Oregon	$570K	$0	1	0.02%	Maintained
1120	DAM Delta Asset Management Memphis, Tennessee	$549K	-$34K	3	0.08%	Reduced
1121	FAM Foresters Asset Management Toronto, Ontario, Canada	$548K	+$85.3K	1	0.21%	Increased
1122	BCM Barometer Capital Management Toronto, Ontario, Canada	$537K	+$466K	1	0.05%	New
1123	Sowell Financial Services North Little Rock, Arkansas	$536K	+$2.39K	1	0.14%	Increased
1124	BL BFSG LLC Irvine, California	$533K	+$209K	2	0.24%	Increased
1125	GCA Gideon Capital Advisors New York	$522K	-$450K	2	0.51%	Reduced