← 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
1301	HA Harfst & Associates Sheridan, Wyoming	$24.6M	-$1.53M	3	3.83%	Reduced
1302	FCM Fourier Capital Management Hong Kong,	$24.6M	-$2.87M	3	38.43%	Reduced
1303	PIM Platinum Investment Management Sydney Australia 2000, Australia	$24.5M	$0	2	6.03%	Maintained
1304	MIC Means Investment Company Bangor, Maine	$24.5M	-$415K	2	1.85%	Reduced
1305	Group One Trading Chicago, Illinois	$24.5M	+$4.45M	8	0.03%	Increased
1306	4A 4D Advisors Redondo Beach, California	$24.4M	-$6.48M	5	9.38%	Reduced
1307	One Capital Management Westlake Village, California	$24.4M	-$4.51M	4	0.68%	Reduced
1308	TF Trek Financial Scottsdale, Arizona	$24.4M	-$6.54M	3	1.21%	Reduced
1309	RSC Red Spruce Capital Berwyn, Pennsylvania	$24.4M	-$5.56M	3	8.5%	Reduced
1310	ACA Atlas Capital Advisors Jackson, Wyoming	$24.4M	-$1.34M	5	2.67%	Reduced
1311	TCM Tuttle Capital Management Riverside, Connecticut	$24.3M	+$18.5M	10	16.36%	New
1312	LAI Legal Advantage Investments Los Altos Hills, California	$24.3M	+$1.19M	4	8.51%	Increased
1313	TCA Troluce Capital Advisors Dorado, Puerto Rico	$24.2M	+$22.7M	1	2.5%	New
1314	SW SVB Wealth Boston, Massachusetts	$24.2M	-$5.11M	4	1.53%	Reduced
1315	MA McBroom & Associates Las Vegas, Nevada	$24M	-$2.43M	1	12.07%	Reduced
1316	PS Pennant Select Summit, New Jersey	$23.9M	$0	1	10.61%	Maintained
1317	ZAM Zevin Asset Management Boston, Massachusetts	$23.9M	-$1.66M	2	3.35%	Reduced
1318	CCP Cunning Capital Partners Morrisville, North Carolina	$23.9M	$0	1	9.63%	Maintained
1319	SI Symmetry Investments St Helier, Jersey	$23.8M	-$2.87M	5	1.61%	Reduced
1320	IHT Wealth Management Chicago, Illinois	$23.8M	-$861K	4	0.51%	Reduced
1321	CNBTD Citizens National Bank Trust Department Meridian, Mississippi	$23.8M	-$467K	3	3.5%	Reduced
1322	Lighthouse Investment Partners Palm Beach Gardens, Florida	$23.7M	+$3.22M	6	0.65%	Increased
1323	CCPM Cooper Creek Partners Management New York	$23.7M	-$39.7M	1	0.56%	Reduced
1324	Copeland Capital Management Conshohocken, Pennsylvania	$23.6M	+$739K	1	0.49%	Increased
1325	Dymon Asia Capital (Singapore) Singapore	$23.5M	+$6.08M	3	0.98%	Increased