← 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
1651
BIM
Beach Investment Management
Pennsylvania
$0 -$735K 0 – Closed
1652
BCM
Beck Capital Management
Texas
$0 -$3.77M 0 – Closed
1653
BCH
Berkshire Capital Holdings
California
$0 -$11.1M 0 – Closed
1654
BCM
Beryl Capital Management
California
$0 -$2.48M 0 – Closed
1655
BOS
Bingham Osborn & Scarborough
California
$0 -$228K 0 – Closed
1656
BCC
Bridge City Capital
Oregon
$0 -$1.27M 0 – Closed
1657
Brighton Jones LLC
Brighton Jones LLC
Washington
$0 -$586K 0 – Closed
1658
BRF
B. Riley Financial
California
$0 -$165K 0 – Closed
1659
Brookstone Capital Management
Brookstone Capital Management
Illinois
$0 -$241K 0 – Closed
1660
BW Gestao de Investimentos
BW Gestao de Investimentos
Brazil
$0 -$487K 0 – Closed
1661
CP
Camelot Portfolios
Ohio
$0 -$531K 0 – Closed
1662
CPA
Capital Planning Advisors
California
$0 -$262K 0 – Closed
1663
CWM
Catamount Wealth Management
Connecticut
$0 -$3.19M 0 – Closed
1664
CI
Cavalier Investments
Georgia
$0 -$5.31M 0 – Closed
1665
Centiva Capital
Centiva Capital
New York
$0 -$68K 0 – Closed
1666
CAIMH
Central Asset Investments & Management Holdings
Hong Kong
$0 -$20.8M 0 – Closed
1667
CAM
Chesapeake Asset Management
New York
$0 -$474K 0 – Closed
1668
Chilton Investment Company
Chilton Investment Company
Connecticut
$0 -$1.02M 0 – Closed
1669
CIM
CIM Investment Management
Pennsylvania
$0 -$297K 0 – Closed
1670
CCA
Clearwater Capital Advisors
Illinois
$0 -$181K 0 – Closed
1671
Coatue Management
Coatue Management
New York
$0 -$101M 0 – Closed
1672
CC
Cognios Capital
Kansas
$0 -$223K 0 – Closed
1673
CPIM
Columbia Partners Investment Management
Virginia
$0 -$6.6M 0 – Closed
1674
CCM
Compton Capital Management
Rhode Island
$0 -$209K 0 – Closed
1675
CA
Continuum Advisory
Idaho
$0 -$245K 0 – Closed