← 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
1176
AWW
Alan W. Weber
$0 -$165K 0 – Closed
1177
AGM
Alpine Global Management
New York
$0 -$715K 0 – Closed
1178
Artisan Partners
Artisan Partners
Wisconsin
$0 -$327M 0 – Closed
1179
ACM
Avalon Capital Management
California
$0 -$1.07M 0 – Closed
1180
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$0 -$338K 0 – Closed
1181
BBP
Banco BTG Pactual
Brazil
$0 -$4.51M 0 – Closed
1182
BWM
BerganKDV Wealth Management
Minnesota
$0 -$707K 0 – Closed
1183
Brookstone Capital Management
Brookstone Capital Management
Illinois
$0 -$241K 0 – Closed
1184
BPGAM
BTG Pactual Global Asset Management
Bermuda
$0 -$218K 0 – Closed
1185
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$0 -$2.17M 0 – Closed
1186
Capital International Investors
Capital International Investors
California
$0 -$96.3M 0 – Closed
1187
Caprock Group
Caprock Group
Idaho
$0 -$200K 0 – Closed
1188
CC
Carlson Capital
Texas
$0 -$55.4M 0 – Closed
1189
CEI
Clark Estates Inc
New York
$0 -$3.21M 0 – Closed
1190
CCM
Cobalt Capital Management
New Jersey
$0 -$7.19M 0 – Closed
1191
CIP
Convergence Investment Partners
Florida
$0 -$2.07M 0 – Closed
1192
CI
Cowen Inc
New York
$0 -$12.1M 0 – Closed
1193
CWM
Cranbrook Wealth Management
Michigan
$0 -$19K 0 – Closed
1194
Cullen Capital Management
Cullen Capital Management
New York
$0 -$1.37M 0 – Closed
1195
DSI
Daiwa SB Investments
Japan
$0 -$247K 0 – Closed
1196
DCM
Dialectic Capital Management
Connecticut
$0 -$621K 0 – Closed
1197
Discovery Capital Management
Discovery Capital Management
Connecticut
$0 -$74.6M 0 – Closed
1198
EDRS
Edmond de Rothschild (Suisse)
Switzerland
$0 -$501K 0 – Closed
1199
Element Capital Management
Element Capital Management
New York
$0 -$1.03M 0 – Closed
1200
EMG
Ellington Management Group
Connecticut
$0 -$1.66M 0 – Closed