← 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	GAI General American Investors New York	$22.7M	+$21.7M	1	2.07%	New
227	HSA Hussman Strategic Advisors Ellicott City, Maryland	$21.7M	+$23.1M	4	0.99%	New
228	MCO MAK Capital One New York	$21.2M	+$22.5M	1	5.03%	New
229	Pictet Asset Management (UK) London, United Kingdom	$21.1M	+$20.8M	4	0.12%	New
230	ARC Absolute Return Capital Boston, Massachusetts	$20.7M	+$20.4M	3	0.27%	New
231	GE General Electric Evendale, Ohio	$20.7M	+$20.1M	1	0.11%	New
232	Chartwell Investment Partners Berywn, Pennsylvania	$20.5M	+$20.4M	2	0.52%	New
233	T Tinicum New York	$20.4M	+$21.6M	1	11.93%	New
234	Retirement Systems of Alabama Montgomery, Alabama	$20.3M	+$20M	3	0.14%	New
235	Meag Munich Ergo Munich, Germany	$20.2M	+$19.6M	2	1.52%	New
236	Nomura Holdings Tokyo, Japan	$20M	+$19.5M	10	0.16%	New
237	PNC Financial Services Group Pittsburgh, Pennsylvania	$19.6M	+$19M	11	0.03%	New
238	GC GW Capital Bellevue, Washington	$19.6M	+$19.2M	1	0.99%	New
239	ERM Elm Ridge Management Briarcliff Manor, New York	$19.5M	+$19M	1	2.3%	New
240	Frontier Capital Management Boston, Massachusetts	$19.5M	+$20M	1	0.16%	New
241	Donald Smith & Co New York	$19.3M	+$15.4M	1	0.42%	New
242	CAM Capstone Asset Management Houston, Texas	$19.1M	+$19.3M	11	0.5%	New
243	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$19.1M	+$18.9M	6	0.14%	New
244	Palisade Capital Management Fort Lee, New Jersey	$18.9M	+$19.1M	1	0.54%	New
245	Axa Paris, France	$18.7M	+$18.5M	4	0.1%	New
246	Commerzbank Aktiengesellschaft Frankfurt, Germany	$18.5M	+$18.2M	4	0.08%	New
247	Bank of Nova Scotia Toronto, Ontario, Canada	$18.4M	+$17.9M	1	0.09%	New
248	Reinhart Partners Mequon, Wisconsin	$18.2M	+$17.9M	2	1.67%	New
249	Jane Street New York	$18M	+$17.4M	8	0.31%	New
250	RNC Capital Management Los Angeles, California	$18M	+$17.5M	1	1.9%	New