← 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
1351	HS Horan Securities Cincinnati, United States	$0	-$7K	0	–	Closed
1352	Hudson Bay Capital Management Stamford, Connecticut	$0	-$4.38M	0	–	Closed
1353	I.G. Investment Management Winnipeg, Manitoba, Canada	$0	-$22.5M	0	–	Closed
1354	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$0	-$87K	0	–	Closed
1355	JSAM J. Safra Asset Management New York	$0	-$44K	0	–	Closed
1356	Junto Capital Management New York	$0	-$5.34M	0	–	Closed
1357	KC Kellner Capital New York	$0	-$5.48M	0	–	Closed
1358	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$0	-$663K	0	–	Closed
1359	LAM Lebenthal Asset Management New York	$0	-$85K	0	–	Closed
1360	LOAMU Lombard Odier Asset Management (USA) New York	$0	-$174K	0	–	Closed
1361	LIM Longfellow Investment Management Boston, Massachusetts	$0	-$12.5M	0	–	Closed
1362	Magnetar Financial Evanston, Illinois	$0	-$111M	0	–	Closed
1363	Miller Howard Investments Kingston, New York	$0	-$4.11M	0	–	Closed
1364	MTB Mizuho Trust & Banking Tokyo, Japan	$0	-$95.6M	0	–	Closed
1365	MRCM M&R Capital Management Summit, New Jersey	$0	$0	1	0%	Maintained
1366	MIC MU Investments Company Tokyo, Japan	$0	-$74K	0	–	Closed
1367	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$0	-$12K	0	–	Closed
1368	NIS National Investment Services Milwaukee, Wisconsin	$0	-$2.26M	0	–	Closed
1369	NR Newfound Research Wellesley Hills, Massachusetts	$0	$0	1	0%	Maintained
1370	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$0	-$558K	0	–	Closed
1371	NC NewSquare Capital Newtown Square, Pennsylvania	$0	-$38K	0	–	Closed
1372	NPPM North Point Portfolio Managers Orange Village, Ohio	$0	-$306K	0	–	Closed
1373	NRC North Run Capital Boston, Massachusetts	$0	-$16.1M	0	–	Closed
1374	OTC Opera Trading Capital Paris, France	$0	-$2.07M	0	–	Closed
1375	OAM Orinda Asset Management Lafayette, California	$0	-$128K	0	–	Closed