← 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	Silvercrest Asset Management New York	$32.9M	+$2.23M	2	0.49%	Increased
227	OA Oak Associates Akron, Ohio	$32.3M	-$982K	2	3.95%	Reduced
228	Boston Trust Walden Boston, Massachusetts	$31.7M	+$481K	1	0.46%	Increased
229	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$31.4M	-$101K	1	0.77%	Reduced
230	NPIC Neumeier Poma Investment Counsel Carmel, California	$31.3M	+$16.5K	2	7.46%	Increased
231	CAM ClariVest Asset Management San Diego, California	$31.1M	-$7.08M	3	1.18%	Reduced
232	AC Ascend Capital Orinda, California	$30.7M	-$17.3M	1	1.02%	Reduced
233	Retirement Systems of Alabama Montgomery, Alabama	$30.6M	+$412K	3	0.17%	Increased
234	Natixis Advisors Boston, Massachusetts	$30.6M	-$2.19M	5	0.44%	Reduced
235	SAM Scopus Asset Management New York	$30.4M	-$865K	1	0.69%	Reduced
236	Aperio Group Sausalito, California	$29.6M	+$4.37M	6	0.43%	Increased
237	OI Oakbrook Investments Lisle, Illinois	$29.6M	-$1.85M	2	0.9%	Reduced
238	BA Broadview Advisors Milwaukee, Wisconsin	$29.4M	+$2.15M	2	2.86%	Increased
239	RCM Riverhead Capital Management Wilmington, Delaware	$29.2M	+$2.76M	5	0.55%	Increased
240	Korea Investment Corp Seoul, South Korea	$29.1M	+$3.1M	3	0.24%	Increased
241	Pictet Asset Management (UK) London, United Kingdom	$29.1M	-$71.3K	3	0.14%	Reduced
242	TPSF Texas Permanent School Fund Austin, Texas	$28.7M	-$827K	9	0.3%	Reduced
243	Comerica Bank Dallas, Texas	$28.7M	-$4.55M	11	0.24%	Reduced
244	PIA Piedmont Investment Advisors Durham, North Carolina	$28.5M	-$5.37M	1	1.49%	Reduced
245	RNC Capital Management Los Angeles, California	$28.1M	-$258K	1	2.27%	Reduced
246	CCM Chautauqua Capital Management Boulder, Colorado	$27.3M	-$22.3M	1	9.37%	Reduced
247	ProShare Advisors Bethesda, Maryland	$27.1M	-$5.1M	12	0.35%	Reduced
248	Gotham Asset Management New York	$26.2M	-$15.8M	7	0.33%	Reduced
249	Fayez Sarofim & Co Houston, Texas	$25.9M	-$26.3K	1	0.12%	Reduced
250	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$25.8M	-$3.65M	3	0.07%	Reduced