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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
1501	PC Pier Capital Stamford, Connecticut	$0	-$4.79M	–	Closed
1502	PRCM Pine River Capital Management Minnetonka, Minnesota	$0	-$2.82M	–	Closed
1503	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$0	-$278K	–	Closed
1504	PAG Private Advisory Group Redmond, Washington	$0	-$661K	–	Closed
1505	QAM Quantres Asset Management Cayman, Cayman Islands	$0	-$4.13M	–	Closed
1506	RWM Raffa Wealth Management Washington, District of Columbia	$0	-$2.88K	–	Closed
1507	RGNCM R.G. Niederhoffer Capital Management New York	$0	-$1.75M	–	Closed
1508	SCM Southport Capital Management Chattanooga, Tennessee	$0	-$435K	–	Closed
1509	SFM Sphera Funds Management Tel Aviv, Israel	$0	-$3.17M	–	Closed
1510	SG StoneX Group New York	$0	-$242K	–	Closed
1511	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$0	-$259K	–	Closed
1512	SGI Summit Global Investments Bountiful, Utah	$0	-$975K	–	Closed
1513	Summit Partners Public Asset Management Boston, Massachusetts	$0	-$1.88M	–	Closed
1514	SSG Summit Securities Group New York	$0	-$965K	–	Closed
1515	TC TFS Capital West Chester, Pennsylvania	$0	-$399K	–	Closed
1516	Tiedemann Advisors New York	$0	-$435K	–	Closed
1517	TGA Trilogy Global Advisors Winter Park, Florida	$0	-$21.2M	–	Closed
1518	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$0	-$1.63M	–	Closed
1519	VFPI Vantage Financial Partners (Illinois) Arlington Heights, Illinois	$0	-$254K	–	Closed
1520	Weiss Asset Management Boston, Massachusetts	$0	-$3.53M	–	Closed