Sector: aimemory
Conviction from: NASDAQCitrini
Axcelis Technologies designs and manufactures ion implantation equipment and other capital tools used in semiconductor chip fabrication.
2 tracked filer(s) hold this · 1 opened, 0 added, 0 trimmed in 31-MAR-2026
Aggregate 13FScore 48 — mean of 2 scored holder(s) · buyers (new/add) avg 55. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Bridgewater | 55 | New buy | 8,301 | $772,657 | 0.0% |
| Ancora | 42 | Holds (flat) | 500 | $46,540 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
2 disclosed trade(s) by 1 filer(s).
Watching · 2 mention(s), 0 personal-position post(s) · first 2026-01-22 · last 2026-01-24
“@FrontRangeHQ Pretty sure $ACLS is used in SiC power devices, not SiC interposers?
They might show up in the power delivery chain though.” post →
All 2 tweet(s) mentioning this ticker
| Date | Tweet |
|---|
| 2026-01-24 | @FrontRangeHQ Pretty sure $ACLS is used in SiC power devices, not SiC interposers?
They might show up in the power delivery chain though. → · 5 likes · 3,885 views |
| 2026-01-22 | Memory Supercycle Supply Chain TLDR:
US Sleeper HBM4/Memory alpha picks that benefit from $MU and SK/Samsung:
$VECO ($2B) -Laser annealing
$PLAB ($2.1B) - Lithography photomask
$ADEA ($2.18B) - Hybrid bonding
$ACLS ($2.9B) - Ion implantation
$FORM ($6.43B) - HBM wafer testing
$ONTO ($10.6B) - Pack… → · 1242 likes · 353,393 views |
| Report | Date | Stance |
|---|
| #123 — Semis Memo: Supply Chain Inheritance | 2026-05-01 | LONG |
| #119 — Let There Be Light: Revisiting the Optics & AI Connectivity Theme | 2026-03-12 | WATCH |
| #101 — Robotics Update: Teradyne's Vulcan Win, China Supply-Chain Tour, and Basket Winners | 2025-07-10 | WATCH |