← 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
1126	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$0	-$13K	0	–	Closed
1127	Mawer Investment Management Calgary, Alberta, Canada	$0	-$52.3M	0	–	Closed
1128	MAM Meeder Asset Management Dublin, Ohio	$0	-$517K	0	–	Closed
1129	NCM Newland Capital Management New York	$0	-$363K	0	–	Closed
1130	PP Palladium Partners Norfolk, Virginia	$0	-$2K	0	–	Closed
1131	PRA Parametric Risk Advisors Westport, Connecticut	$0	-$1.02M	0	–	Closed
1132	PC Passport Capital San Francisco, California	$0	-$351K	0	–	Closed
1133	PCP Perimeter Capital Partners Atlanta, Georgia	$0	-$1.27M	0	–	Closed
1134	Plancorp LLC Saint Louis, Missouri	$0	-$164K	0	–	Closed
1135	PHK Point72 Hong Kong Hong Kong	$0	$0	1	0%	Maintained
1136	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$0	-$661K	0	–	Closed
1137	P3I Progeny 3 Inc Kirkland, Washington	$0	-$1.78M	0	–	Closed
1138	QI Qualcomm Inc San Diego, California	$0	-$1.21M	0	–	Closed
1139	RU RobecoSam USA New York	$0	-$503K	0	–	Closed
1140	Rothschild & Co Asset Management US Stamford, Connecticut	$0	-$9.02M	0	–	Closed
1141	SAC Capital Advisors Stamford, Connecticut	$0	-$16.3M	0	–	Closed
1142	SSB Sandy Spring Bank Olney, Maryland	$0	-$2K	0	–	Closed
1143	SH Scepter Holdings Fort Worth, Texas	$0	-$1.2M	0	–	Closed
1144	SGH Schonfeld Group Holdings Jericho, New York	$0	-$237K	0	–	Closed
1145	Sculptor Capital New York	$0	-$10.3M	0	–	Closed
1146	SCM Sigma Capital Management Stamford, Connecticut	$0	-$5.97M	0	–	Closed
1147	SFM Sphera Funds Management Tel Aviv, Israel	$0	-$2.03M	0	–	Closed
1148	TAM Telemark Asset Management Boston, Massachusetts	$0	-$21.5M	0	–	Closed
1149	TAM Telluride Asset Management Wayzata, Minnesota	$0	-$29K	0	–	Closed
1150	TimesSquare Capital Management New York	$0	-$6.52M	0	–	Closed