← すべてのテーマ 半導体

半導体製造装置・リソグラフィー

半導体製造装置には、ウェハをチップに加工するための成膜、エッチング、検査、リソグラフィの装置が含まれます。最先端のリソグラフィ装置は供給元が1社しかなく、この分野は業界全体にとってのボトルネックとなっています。

21銘柄

# 名前 保有額 取引額 テーマ
銘柄
ポートフォリオに
占める割合
ステータス
451
Groupe la Francaise
Groupe la Francaise
France
$1.94億 -$4548万 3 2.33% 減少
452
Novo Holdings A/S
Novo Holdings A/S
Denmark
$1.89億 $0 1 10.97% 維持
453
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$1.88億 +$629万 5 3.56% 買い増し
454
McGuire Investment Group
McGuire Investment Group
Rhode Island
$1.87億 -$132万 4 16.41% 減少
455
BCV Asset Management
BCV Asset Management
$1.87億 -$2569万 2 5.66% 減少
456
Crosslink Capital
Crosslink Capital
California
$1.87億 -$1753万 1 13.8% 減少
457
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$1.87億 -$4490万 6 2.22% 減少
458
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$1.85億 +$6775万 5 1.47% 買い増し
459
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$1.85億 -$727万 13 1.84% 減少
460
Achmea Investment Management
Achmea Investment Management
Netherlands
$1.84億 -$3539万 1 4.61% 減少
461
Geneva Capital Management
Geneva Capital Management
Wisconsin
$1.84億 -$6205万 1 4.22% 減少
462
SummitTX Capital
SummitTX Capital
Texas
$1.84億 -$760万 5 4.73% 減少
463
Sculptor Capital
Sculptor Capital
New York
$1.84億 -$1.82億 4 1.5% 減少
464
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$1.83億 +$9026万 6 2.22% 買い増し
465
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$1.83億 -$826万 3 5.88% 減少
466
Yousif Capital Management
Yousif Capital Management
Michigan
$1.83億 -$1492万 14 2.04% 減少
467
Dundas Partners
Dundas Partners
United Kingdom
$1.83億 -$479万 1 13.21% 減少
468
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$1.82億 -$329万 11 2.05% 減少
469
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$1.82億 -$1027万 14 2.36% 減少
470
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$1.8億 +$1479万 14 1.38% 買い増し
471
Grandfield & Dodd
Grandfield & Dodd
New York
$1.8億 -$941万 2 9.46% 減少
472
Dakota Wealth Management
Dakota Wealth Management
Florida
$1.8億 -$2633万 5 3.44% 減少
473
Kennedy Capital Management
Kennedy Capital Management
Missouri
$1.77億 -$5822万 8 3.14% 減少
474
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$1.76億 +$1.14億 1 6.01% 買い増し
475
AIM
Allen Investment Management
New York
$1.76億 +$3233万 4 2.09% 買い増し