← 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	BAM Barrett Asset Management New York	$2K	+$2.13K	1	0%	New
1227	SA SRH Advisors Salina, Kansas	$2K	$0	1	0.01%	Maintained
1228	Brinker Capital Investments Berwyn, Pennsylvania	$1K	+$670	1	0%	New
1229	TFA Transamerica Financial Advisors St. Petersburg, Florida	$1K	-$1K	1	0%	Reduced
1230	AIM Allen Investment Management New York	$0	-$240K	0	–	Closed
1231	ACM Americafirst Capital Management Roseville, California	$0	-$194K	0	–	Closed
1232	AGC Angelo Gordon & Co New York	$0	-$27.5M	0	–	Closed
1233	AIM Arcadia Investment Management Kalamazoo, Michigan	$0	-$24K	0	–	Closed
1234	AAP Ardsley Advisory Partners Stamford, Connecticut	$0	-$659K	0	–	Closed
1235	AC Argentiere Capital Zug, Switzerland	$0	-$1.08M	0	–	Closed
1236	BCM Bluefin Capital Management New York	$0	-$1.22M	0	–	Closed
1237	CFA Camarda Financial Advisors Fleming Island, Florida	$0	-$1.44M	0	–	Closed
1238	Caxton Associates (New York) New York	$0	-$12.6M	0	–	Closed
1239	CCM Chicago Capital Management Chicago, Illinois	$0	-$17M	0	–	Closed
1240	CBU CIBC Bank USA Chicago, Illinois	$0	-$1.28M	0	–	Closed
1241	Diversified Trust Memphis, Tennessee	$0	-$954K	0	–	Closed
1242	Dynamic Advisor Solutions Phoenix, Arizona	$0	-$236K	0	–	Closed
1243	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$0	-$5.66M	0	–	Closed
1244	ECM Empire Capital Management Westport, Connecticut	$0	-$3.6M	0	–	Closed
1245	EA Euclid Advisors Hartford, Connecticut	$0	-$21.2M	0	–	Closed
1246	FPC Falcon Point Capital San Francisco, California	$0	-$54K	0	–	Closed
1247	FBP Flippin Bruce & Porter Lynchburg, Virginia	$0	-$1.95M	0	–	Closed
1248	GE General Electric Evendale, Ohio	$0	-$179M	0	–	Closed
1249	GEM Global Endowment Management Charlotte, North Carolina	$0	-$286K	0	–	Closed
1250	Handelsbanken Fonder Stockholm, Sweden	$0	-$592K	0	–	Closed