← 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
226
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$694M +$236M 5 2.52% Increased
227
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$686M +$13.7M 3 3.28% Increased
228
E Fund Management
E Fund Management
China
$683M +$323M 4 15.33% Increased
229
Capital International Inc
Capital International Inc
California
$680M +$30.7M 3 4.76% Increased
230
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$679M +$10.8M 16 0.62% Increased
231
TCW Group
TCW Group
California
$677M +$44.1M 4 4.55% Increased
232
Baird Financial Group
Baird Financial Group
Wisconsin
$675M +$7.46M 10 0.93% Increased
233
Temasek Holdings
Temasek Holdings
Singapore
$673M +$200M 5 1.81% Increased
234
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$671M -$6.33M 7 18.26% Reduced
235
Cardano Risk Management
Cardano Risk Management
Netherlands
$670M -$68.9M 3 5.16% Reduced
236
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$667M -$8.92M 15 1.98% Reduced
237
Life Cycle Investment Partners
Life Cycle Investment Partners
$663M +$216M 4 3.09% Increased
238
William Blair Investment Management
William Blair Investment Management
Illinois
$658M +$135M 4 1.98% Increased
239
PineStone Asset Management
PineStone Asset Management
Quebec, Canada
$655M +$218M 1 4.04% Increased
240
Erste Asset Management
Erste Asset Management
Austria
$650M -$118M 5 5.06% Reduced
241
Fidelity International
Fidelity International
Bermuda
$642M +$13.1M 4 0.46% Increased
242
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$636M +$32.1M 12 2.2% Increased
243
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$635M +$9.9M 1 3.65% Increased
244
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$630M -$168M 16 1.21% Reduced
245
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$627M -$7.94M 14 1.68% Reduced
246
STRS Ohio
STRS Ohio
Ohio
$626M +$43.5M 15 2.35% Increased
247
Royce & Associates
Royce & Associates
New York
$612M -$144M 11 4.93% Reduced
248
Railway Pension Investments
Railway Pension Investments
United Kingdom
$607M -$58.6M 2 7.63% Reduced
249
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
$604M +$169M 3 2.63% Increased
250
Candriam SCA
Candriam SCA
Luxembourg
$601M -$43.8M 3 2.71% Reduced