← 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
1426	MM M37 Management Menlo Park, California	$19.9M	+$15.9M	1	3.46%	New
1427	MCRM Midway Capital Research & Management Chicago, Illinois	$19.9M	-$723K	2	15.8%	Reduced
1428	Quantbot Technologies New York	$19.9M	-$2.71M	11	0.78%	Reduced
1429	Flow Traders U.S. New York	$19.8M	+$3.35M	4	0.81%	Increased
1430	BlueCrest Capital Management St Helier, Jersey	$19.7M	+$7.8M	3	0.65%	Increased
1431	WOCP White Oak Capital Partners Singapore	$19.7M	+$70K	1	4.63%	Increased
1432	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$19.7M	+$6.8M	2	0.37%	Increased
1433	AI Axecap Investments Mason, Ohio	$19.5M	-$8.24M	3	10.78%	Reduced
1434	FA Fedenia Advisers Madison, Wisconsin	$19.5M	+$12.2M	4	4.62%	Increased
1435	OF Optimize Financial Laguna Hills, California	$19.5M	-$44.7K	5	6.99%	Reduced
1436	SCS Sound Capital Solutions Naples, Florida	$19.5M	+$13.2M	5	4.55%	New
1437	RFG Advisory Birmingham, Alabama	$19.4M	-$3.59M	4	0.3%	Reduced
1438	WIS Wright Investors Service Shelton, Connecticut	$19.4M	+$2.2M	3	5.31%	Increased
1439	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$19.4M	+$12.5M	2	1.58%	New
1440	AlphaCore Capital La Jolla, California	$19.3M	+$3.33M	7	0.36%	Increased
1441	RAM Robinhood Asset Management Menlo Park, California	$19.3M	-$8.61M	1	1.03%	Reduced
1442	KFS Kurt F. Somerville	$19.2M	-$635K	2	4.58%	Reduced
1443	ADMI Albert D. Mason Inc Boston, Massachusetts	$19.2M	-$1.63M	3	10.89%	Reduced
1444	HCA Harbour Capital Advisors Tysons Corner, Virginia	$19.1M	+$341K	4	3.48%	Increased
1445	PCM Pincus Capital Management New York	$19.1M	+$344K	3	11.37%	Increased
1446	CAMV Concord Asset Management (Virginia) Abingdon, Virginia	$19M	-$1.42M	3	2.95%	Reduced
1447	MFFIA McIntyre, Freedman & Flynn Investment Advisers Orleans, Massachusetts	$19M	-$6.82M	2	11.41%	Reduced
1448	PNAA Pictet North America Advisors Geneva 73, Switzerland	$19M	-$2.56M	3	1.67%	Reduced
1449	ACB Aristotle Capital Boston Boston, Massachusetts	$19M	-$35.2M	1	1.27%	Reduced
1450	DAC Dividend Assets Capital Ridgeland, South Carolina	$19M	-$157K	2	3.67%	Reduced