← 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
1676
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$0 -$1.55M 0 – Closed
1677
CAM
Covenant Asset Management
New Jersey
$0 -$1.43M 0 – Closed
1678
CCI
Credit Capital Investments
New Jersey
$0 -$278K 0 – Closed
1679
Csenge Advisory Group
Csenge Advisory Group
Florida
$0 -$876K 0 – Closed
1680
CF
Cypress Funds
California
$0 -$54.9M 0 – Closed
1681
DA
Denali Advisors
California
$0 -$4.44M 0 – Closed
1682
Discovery Capital Management
Discovery Capital Management
Connecticut
$0 -$45.1M 0 – Closed
1683
DHFB
Dixon Hubard Feinour & Brown
Virginia
$0 -$5.76M 0 – Closed
1684
DWM
Doyle Wealth Management
Florida
$0 -$253K 0 – Closed
1685
Driehaus Capital Management
Driehaus Capital Management
Illinois
$0 -$20.3M 0 – Closed
1686
DP
DSAM Partners
United Kingdom
$0 -$13.6M 0 – Closed
1687
DSN
D. Scott Neal
Kentucky
$0 -$42K 0 – Closed
1688
DCM
Dynamic Capital Management
Jersey
$0 -$449K 0 – Closed
1689
ERIM
Eagle Ridge Investment Management
Connecticut
$0 -$241K 0 – Closed
1690
EA
Elm Advisors
California
$0 -$320K 0 – Closed
1691
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$0 -$12.6M 0 – Closed
1692
EWM
Endurance Wealth Management
Rhode Island
$0 -$14K 0 – Closed
1693
Everett Harris & Co
Everett Harris & Co
California
$0 -$200K 0 – Closed
1694
FTC
Farmers Trust Company
Ohio
$0 -$208K 0 – Closed
1695
FSA
Financial Sense Advisors
California
$0 -$2.83M 0 – Closed
1696
FCAG
First Capital Advisors Group
New Jersey
$0 -$110K 0 – Closed
1697
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$0 -$210K 0 – Closed
1698
FHAM
Folger Hill Asset Management
New York
$0 -$1.51M 0 – Closed
1699
FRM
Fox Run Management
Connecticut
$0 -$1.64M 0 – Closed
1700
FPM
Francisco Partners Management
California
$0 -$153K 0 – Closed