← 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
1276	PWAM Park West Asset Management San Francisco, California	$0	-$6.94M	0	–	Closed
1277	PIM Partner Investment Management San Francisco, California	$0	-$1.53M	0	–	Closed
1278	PHS PFM Health Sciences San Francisco, California	$0	-$90.5M	0	–	Closed
1279	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$0	-$227K	0	–	Closed
1280	RB Rodgers Brothers Harmony, Pennsylvania	$0	-$258K	0	–	Closed
1281	SM Sciencast Management Princeton, New Jersey	$0	-$1.22M	0	–	Closed
1282	SMC S. Muoio & Co New York	$0	-$1.47M	0	–	Closed
1283	ST Sphinx Trading Chicago, Illinois	$0	-$29K	0	–	Closed
1284	Stonehage Fleming Financial Services St. Helier, Jersey	$0	-$1.49M	0	–	Closed
1285	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$0	-$292K	0	–	Closed
1286	TM Thrax Management New York	$0	-$3.57M	0	–	Closed
1287	TBAM True Bearing Asset Management San Francisco, California	$0	-$229K	0	–	Closed
1288	TBNY Trustco Bank (New York) Albany, New York	$0	-$1.47M	0	–	Closed
1289	UBS O'Connor Chicago, Illinois	$0	-$7.7M	0	–	Closed
1290	UMA USA Mutuals Advisors Dallas, Texas	$0	-$2K	0	–	Closed
1291	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$0	-$5.89M	0	–	Closed
1292	VAM Visium Asset Management New York	$0	-$10.1M	0	–	Closed
1293	WA Wealth Architects Mountain View, California	$0	-$349K	0	–	Closed
1294	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$0	$0	1	0%	Maintained
1295	Wealth Enhancement Advisory Services Plymouth, Minnesota	$0	-$1.42M	0	–	Closed
1296	WA WealthTrust-Arizona Scottsdale, Arizona	$0	-$10.3K	1	0%	Reduced
1297	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$0	-$7K	0	–	Closed
1298	YL YCG LLC Austin, Texas	$0	-$23K	0	–	Closed