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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
1376	PAPAIJV Paragon Associates & Paragon Associates II Joint Venture Dallas, Texas	$0	-$5.21M	–	Closed
1377	Pathstone Family Office Englewood, New Jersey	$0	-$19K	–	Closed
1378	Pentwater Capital Management Naples, Florida	$0	-$697K	–	Closed
1379	PTC Petrus Trust Company Dallas, Texas	$0	-$381K	–	Closed
1380	PCM Proxima Capital Management New York	$0	-$8.29M	–	Closed
1381	QC QCM Cayman Houston, Texas	$0	-$311K	–	Closed
1382	QAM Quantres Asset Management Cayman, Cayman Islands	$0	-$1.18M	–	Closed
1383	QAM Quentec Asset Management New York	$0	-$11.1M	–	Closed
1384	RP Raiff Partners New York	$0	-$90K	–	Closed
1385	RA Rational Advisors Huntington, New York	$0	-$153K	–	Closed
1386	RGNCM R.G. Niederhoffer Capital Management New York	$0	-$229K	–	Closed
1387	SAM Sandell Asset Management New York	$0	-$781K	–	Closed
1388	SCM Sandler Capital Management New York	$0	-$6.19M	–	Closed
1389	Sessa Capital New York	$0	-$2.94M	–	Closed
1390	SignatureFD Atlanta, Georgia	$0	-$381K	–	Closed
1391	SAM Solaris Asset Management New York	$0	-$20K	–	Closed
1392	SW SVB Wealth Boston, Massachusetts	$0	-$831K	–	Closed
1393	TCA Taconic Capital Advisors New York	$0	-$30.3M	–	Closed
1394	TI Telemetry Investments New York	$0	-$3.24M	–	Closed
1395	TIA Tiemann Investment Advisors Menlo Park, California	$0	-$208K	–	Closed
1396	TG TLP Group Evanston, Illinois	$0	-$386K	–	Closed
1397	TC TradeLink Capital Chicago, Illinois	$0	-$744K	–	Closed
1398	TCM Tran Capital Management San Rafael, California	$0	-$16.3M	–	Closed
1399	UONDDL University of Notre Dame du Lac South Bend, Indiana	$0	-$2.38M	–	Closed
1400	VIM Veritas Investment Management London, United Kingdom	$0	-$440K	–	Closed