← 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
1376	GIM Guild Investment Management Los Angeles, California	$0	-$563K	0	–	Closed
1377	HI Honeywell International Charlotte, North Carolina	$0	-$12.3M	0	–	Closed
1378	Horizon Investments Charlotte, North Carolina	$0	-$714K	0	–	Closed
1379	HSA Hussman Strategic Advisors Ellicott City, Maryland	$0	-$13.2M	0	–	Closed
1380	IDBONY Israel Discount Bank of New York New York	$0	-$11K	0	–	Closed
1381	Jennison Associates New York	$0	-$1.07M	0	–	Closed
1382	JGUA John G. Ullman & Associates Corning, New York	$0	-$5.05M	0	–	Closed
1383	KPF K2 Principal Fund Toronto, Ontario, Canada	$0	-$6.83M	0	–	Closed
1384	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$0	+$309	1	0%	New
1385	KHCM Kettle Hill Capital Management New York	$0	-$2.1M	0	–	Closed
1386	LCM Legato Capital Management San Francisco, California	$0	-$43.4K	0	–	Closed
1387	LW Linscomb Wealth Houston, Texas	$0	-$552K	0	–	Closed
1388	MIM Martin Investment Management Palm Beach Gardens, Florida	$0	-$10.8M	0	–	Closed
1389	Meag Munich Ergo Munich, Germany	$0	-$7.91M	0	–	Closed
1390	MAG Millrace Asset Group Berwyn, Pennsylvania	$0	-$1.25M	0	–	Closed
1391	MIS Morningstar Investment Services Chicago, Illinois	$0	-$1.79M	0	–	Closed
1392	MRCM M&R Capital Management Summit, New Jersey	$0	$0	0	–	Closed
1393	NR Newfound Research Wellesley Hills, Massachusetts	$0	$0	1	0%	Maintained
1394	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$0	-$98K	0	–	Closed
1395	OCG Opus Capital Group Cincinnati, Ohio	$0	-$6.86M	0	–	Closed
1396	OCM Osterweis Capital Management San Francisco, California	$0	-$20.4M	0	–	Closed
1397	PAAMCP Pacific Alternative Asset Management Company (PAAMCO) Irvine, California	$0	-$3.46M	0	–	Closed
1398	PIM Partner Investment Management San Francisco, California	$0	-$421K	0	–	Closed
1399	PHS PFM Health Sciences San Francisco, California	$0	-$19.9M	0	–	Closed
1400	PFS Physicians Financial Services Raleigh, North Carolina	$0	-$3K	0	–	Closed