← 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
1776
TAM
Telemark Asset Management
Massachusetts
$0 -$22.5M 0 – Closed
1777
TNAM
Terra Nova Asset Management
New York
$0 -$1.26M 0 – Closed
1778
TH
Timber Hill
Connecticut
$0 -$276K 0 – Closed
1779
T
TOBAM
France
$0 -$3.63M 0 – Closed
1780
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$0 -$238K 0 – Closed
1781
TP
Truvvo Partners
New York
$0 -$1.56M 0 – Closed
1782
UAS
United Asset Strategies
New York
$0 -$456K 0 – Closed
1783
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$0 -$21.7M 0 – Closed
1784
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$0 -$1.88M 0 – Closed
1785
WA
WESPAC Advisors
California
$0 -$669K 0 – Closed
1786
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$0 -$67.6M 0 – Closed
1787
WCM
Whitener Capital Management
North Carolina
$0 -$136K 0 – Closed
1788
WPC
White Pine Capital
Minnesota
$0 -$258K 0 – Closed
1789
WAM
WIM Asset Management
Hong Kong
$0 -$8.18M 0 – Closed
1790
WA
Winfield Associates
Ohio
$0 -$970K 0 – Closed
1791
WPW
Winthrop Partners - WNY
New York
$0 -$10.6K 0 – Closed
1792
WGCA
Wolf Group Capital Advisors
Virginia
$0 -$249K 0 – Closed
1793
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$0 -$203K 0 – Closed