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 | |
|---|---|---|---|---|---|---|---|
| 1126 |
TBC
Tweedy, Browne Co
Stamford,
Connecticut
| $0 | -$263K | 0 | – | Closed |
|
| 1127 |
USGIU
U.S. Global Investors (USGI)
San Antonio,
Texas
| $0 | -$223K | 0 | – | Closed |
|
| 1128 |
VDBMI
Van Den Berg Management I
Austin,
Texas
| $0 | -$321K | 0 | – | Closed |
|
| 1129 |
WPP
Whalerock Point Partners
Providence,
Rhode Island
| $0 | -$48K | 0 | – | Closed |
|
| 1130 |
WEC
White Elm Capital
Greenwich,
Connecticut
| $0 | -$34.9M | 0 | – | Closed |
|
| 1131 |
WCM
Windsor Capital Management
Phoenix,
Arizona
| $0 | -$290K | 0 | – | Closed |
|