← 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
1226	MI Montage Investments Leawood, Kansas	$0	-$837K	0	–	Closed
1227	M MOTCO San Antonio, Texas	$0	-$2K	0	–	Closed
1228	NPGCU Napier Park Global Capital (US) New York	$0	-$1.51M	0	–	Closed
1229	NR Newfound Research Wellesley Hills, Massachusetts	$0	+$80	1	0%	New
1230	NAM NorthCoast Asset Management Greenwich, Connecticut	$0	-$1.42M	0	–	Closed
1231	ODCM Old Dominion Capital Management Charlottesville, Virginia	$0	-$883K	0	–	Closed
1232	Orbis Allan Gray Hamilton, Bermuda	$0	-$39K	0	–	Closed
1233	PL Parkwood LLC Cleveland, Ohio	$0	-$266K	0	–	Closed
1234	PAM PartnerRe Asset Management Greenwich, Connecticut	$0	-$327K	0	–	Closed
1235	PAS Partnervest Advisory Services Santa Barbara, California	$0	-$254K	0	–	Closed
1236	PC Paulson & Co New York	$0	-$368M	0	–	Closed
1237	PWPCM Perella Weinberg Partners Capital Management New York	$0	-$2.08M	0	–	Closed
1238	PTC Petrus Trust Company Dallas, Texas	$0	-$318K	0	–	Closed
1239	PC Pier Capital Stamford, Connecticut	$0	-$5.21M	0	–	Closed
1240	PRCM Pine River Capital Management Minnetonka, Minnesota	$0	-$1.2M	0	–	Closed
1241	PHK Point72 Hong Kong Hong Kong	$0	-$237K	0	–	Closed
1242	PFC Poplar Forest Capital Pasadena, California	$0	-$727K	0	–	Closed
1243	Rathbones Group Liverpool, United Kingdom	$0	-$308K	0	–	Closed
1244	Ruane, Cunniff & Goldfarb New York	$0	-$289K	0	–	Closed
1245	SMH Sanders Morris Harris Houston, Texas	$0	-$1.65M	0	–	Closed
1246	Sculptor Capital New York	$0	-$14.6M	0	–	Closed
1247	Sequoia Financial Advisors Akron, Ohio	$0	-$42K	0	–	Closed
1248	SRFM Shannon River Fund Management New York	$0	-$9.43M	0	–	Closed
1249	SC Shellback Capital Boston, Massachusetts	$0	-$2.59M	0	–	Closed
1250	SCM Sirios Capital Management Boston, Massachusetts	$0	-$3.15M	0	–	Closed