← 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
1151	SFP Santa Fe Partners Santa Fe, New Mexico	$0	-$748K	0	–	Closed
1152	Select Equity Group New York	$0	-$6.18M	0	–	Closed
1153	ST Sentinel Trust Houston, Texas	$0	-$666K	0	–	Closed
1154	SIC SFE Investment Counsel Los Angeles, California	$0	-$232K	0	–	Closed
1155	SignatureFD Atlanta, Georgia	$0	-$2K	0	–	Closed
1156	Smith Salley Wealth Management Greensboro, North Carolina	$0	-$439K	0	–	Closed
1157	Soros Fund Management New York	$0	-$7.26M	0	–	Closed
1158	SPM Symmetry Peak Management Radnor, Pennsylvania	$0	-$3.15M	0	–	Closed
1159	TWM Torch Wealth Management Cincinnati, Ohio	$0	-$22K	0	–	Closed
1160	TCP Tourbillon Capital Partners New York	$0	-$10.2M	0	–	Closed
1161	T TradeWorx Red Bank, New Jersey	$0	-$1.44M	0	–	Closed
1162	TAA Turiya Advisors Asia Hong Kong	$0	-$40.5M	0	–	Closed
1163	VAM Visionary Asset Management Houston, Texas	$0	-$4K	0	–	Closed
1164	WAM Weatherly Asset Management Del Mar, California	$0	-$165K	0	–	Closed
1165	WSCM Wellington Shields Capital Management New York	$0	-$210K	0	–	Closed
1166	Wolverine Asset Management Chicago, Illinois	$0	-$127K	1	0%	Reduced
1167	ZDA Zweig-DiMenna Associates New York	$0	-$291K	0	–	Closed