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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
1676	NFG Next Financial Group Houston, Texas	$0	-$138K	–	Closed
1677	Nippon Life Insurance Tokyo, Japan	$0	-$4.5M	–	Closed
1678	North Star Asset Management Neenah, Wisconsin	$0	-$521K	–	Closed
1679	Nuveen Fund Advisors Chicago, Illinois	$0	-$917K	–	Closed
1680	Oribel Capital Management New York	$0	-$4.28M	–	Closed
1681	RA Rational Advisors Huntington, New York	$0	-$621K	–	Closed
1682	Reinhart Partners Mequon, Wisconsin	$0	-$342K	–	Closed
1683	RHBC R.H. Bluestein & Co Birmingham, Michigan	$0	-$521K	–	Closed
1684	SMH Sanders Morris Harris Houston, Texas	$0	-$3.52M	–	Closed
1685	SC Scholtz & Company Stamford, Connecticut	$0	-$1.82M	–	Closed
1686	SCM Segantii Capital Management Hong Kong	$0	-$2.6M	–	Closed
1687	SCM SG Capital Management Chicago, Illinois	$0	-$6.19M	–	Closed
1688	SI Shaker Investments Cleveland, Ohio	$0	-$800K	–	Closed
1689	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$0	-$242K	–	Closed
1690	SM Southport Management Wilson, Wyoming	$0	-$403K	–	Closed
1691	SLG Stanley-Laman Group Berwyn, Pennsylvania	$0	-$759K	–	Closed
1692	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$0	-$209K	–	Closed
1693	SPM Symmetry Peak Management Radnor, Pennsylvania	$0	-$2.77M	–	Closed
1694	TCM Tegean Capital Management New York	$0	-$781K	–	Closed
1695	TNB Thomasville National Bank Thomasville, Georgia	$0	-$430K	–	Closed
1696	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$0	-$49.6M	–	Closed
1697	Todd Asset Management Louisville, Kentucky	$0	-$18.3M	–	Closed
1698	WI Wafra Inc New York	$0	-$18.1M	–	Closed
1699	WC Walthausen & Co Malta, New York	$0	-$2.36M	–	Closed
1700	Wealth Enhancement Advisory Services Plymouth, Minnesota	$0	-$2.44M	–	Closed