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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	% of Portfolio	Status
1326	DLPIC Davide Leone & Partners Investment Company London, United Kingdom	$0	-$23M	–	Closed
1327	Davidson Kempner Capital Management New York	$0	-$65.3M	–	Closed
1328	DC Deere & Company Moline, Illinois	$0	-$6.28M	–	Closed
1329	DFO Duquesne Family Office New York	$0	-$39.4M	–	Closed
1330	EPM Equitec Proprietary Markets Chicago, Illinois	$0	-$453K	–	Closed
1331	EGM Espalier Global Management New York	$0	-$1.11M	–	Closed
1332	EPCM Eton Park Capital Management New York	$0	-$15.6M	–	Closed
1333	Farallon Capital Management San Francisco, California	$0	-$34.5M	–	Closed
1334	FNYS First New York Securities New York	$0	-$2.42M	–	Closed
1335	FPB First PREMIER Bank Sioux Falls, South Dakota	$0	-$151K	–	Closed
1336	FHAM Folger Hill Asset Management New York	$0	-$8.98M	–	Closed
1337	FA Friess Associates Greenville, Delaware	$0	-$16M	–	Closed
1338	FO FT Options Chicago, Illinois	$0	-$350K	–	Closed
1339	GCIA Gabelli & Co Investment Advisers Rye, New York	$0	-$11.3M	–	Closed
1340	Glazer Capital LLC New York	$0	-$1.19M	–	Closed
1341	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$0	-$858K	–	Closed
1342	GAMA Graticule Asia Macro Advisors New York	$0	-$56.7M	–	Closed
1343	GC Gratry & Company Beachwood, Ohio	$0	-$222K	–	Closed
1344	GFG Gray Financial Group Atlanta, Georgia	$0	-$474K	–	Closed
1345	Grimes & Company Westborough, Massachusetts	$0	-$210K	–	Closed
1346	HT HAP Trading New York	$0	-$376K	–	Closed
1347	Harding Loevner Bridgewater, New Jersey	$0	-$79K	–	Closed
1348	HCS Harvest Capital Strategies San Francisco, California	$0	-$2.56M	–	Closed
1349	HM Harvest Management New York	$0	-$1.75M	–	Closed
1350	HCMT Highland Capital Management (Texas) Dallas, Texas	$0	-$284K	–	Closed