← 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
Hancock Whitney
Hancock Whitney
Mississippi
$0 -$16.6M 0 – Closed
1127
HAM
Harber Asset Management
North Carolina
$0 -$424K 0 – Closed
1128
HCM
Hayman Capital Management
Texas
$0 -$1.76M 0 – Closed
1129
HCM
Herndon Capital Management
Georgia
$0 -$1.28M 0 – Closed
1130
HS
HighVista Strategies
Massachusetts
$0 -$209K 0 – Closed
1131
ICM
IMS Capital Management
Oregon
$0 -$901K 0 – Closed
1132
KAH
Kathryn A. Hall
$0 -$1.83M 0 – Closed
1133
KFP
Keystone Financial Planning
Ohio
$0 -$664K 0 – Closed
1134
LFR
Lehman Financial Resources
Pennsylvania
$0 -$11K 0 – Closed
1135
LMR Partners
LMR Partners
United Kingdom
$0 -$1.07M 0 – Closed
1136
Mariner
Mariner
Kansas
$0 -$746K 0 – Closed
1137
MA
Marshwinds Advisory
Georgia
$0 -$1.24M 0 – Closed
1138
MWR
McAdams Wright Ragen
Washington
$0 -$206K 0 – Closed
1139
MIS
Morningstar Investment Services
Illinois
$0 -$309K 0 – Closed
1140
NCM
Nelson Capital Management
California
$0 -$22K 0 – Closed
1141
NIM
Northeast Investment Management
Massachusetts
$0 -$354K 0 – Closed
1142
NC
Northpointe Capital
Michigan
$0 -$4.07M 0 – Closed
1143
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$0 -$2.46M 0 – Closed
1144
Peconic Partners
Peconic Partners
New York
$0 -$4.69M 0 – Closed
1145
Perkins Investment Management
Perkins Investment Management
Illinois
$0 -$7.46M 0 – Closed
1146
PCM
Perritt Capital Management
Illinois
$0 -$1.81M 0 – Closed
1147
PointState Capital
PointState Capital
New York
$0 -$3.38M 0 – Closed
1148
PAM
Princeton Alpha Management
New Jersey
$0 -$463K 0 – Closed
1149
PAIM
Punch & Associates Investment Management
Minnesota
$0 -$998K 0 – Closed
1150
RIA
Regal Investment Advisors
Michigan
$0 -$1K 0 – Closed