← 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
1751
OAMG
Odey Asset Management Group
United Kingdom
$0 -$1.22M 0 – Closed
1752
OHS
Odey Holdings (Switzerland)
Switzerland
$0 -$36K 0 – Closed
1753
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$0 -$7.19M 0 – Closed
1754
OCG
Opus Capital Group
Ohio
$0 -$1.98M 0 – Closed
1755
PVAM
Pacific View Asset Management
California
$0 -$344K 0 – Closed
1756
PAIA
Park Avenue Institutional Advisers
New York
$0 -$526K 0 – Closed
1757
Perigon Wealth Management
Perigon Wealth Management
California
$0 -$22K 0 – Closed
1758
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$0 -$1.83M 0 – Closed
1759
PAG
Pinnacle Advisory Group
Maryland
$0 -$4.8M 0 – Closed
1760
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$0 -$22.6M 0 – Closed
1761
PM
Precept Management
Texas
$0 -$562K 0 – Closed
1762
RI
Redwood Investments
Massachusetts
$0 -$20.4M 0 – Closed
1763
Reinhart Partners
Reinhart Partners
Wisconsin
$0 -$327K 0 – Closed
1764
RGNCM
R.G. Niederhoffer Capital Management
New York
$0 -$427K 0 – Closed
1765
RPG
Risk Paradigm Group
Texas
$0 -$120K 0 – Closed
1766
SAM
Sawgrass Asset Management
Florida
$0 -$2.36M 0 – Closed
1767
SCGE Management
SCGE Management
California
$0 -$54.5M 0 – Closed
1768
SCM
SG Capital Management
Illinois
$0 -$24.9M 0 – Closed
1769
SAM
Shamrock Asset Management
Texas
$0 -$5K 0 – Closed
1770
SC
Slow Capital
California
$0 -$72K 0 – Closed
1771
SAM
Sompo Asset Management
Japan
$0 -$981K 0 – Closed
1772
Soros Fund Management
Soros Fund Management
New York
$0 -$57.5M 0 – Closed
1773
Sowell Financial Services
Sowell Financial Services
Arkansas
$0 -$544K 0 – Closed
1774
SP
SWS Partners
Ohio
$0 -$7K 0 – Closed
1775
TTWM
TCV Trust & Wealth Management
Virginia
$0 -$437K 0 – Closed