← 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	NI Nuance Investments Kansas City, Missouri	$25.8M	-$15.8M	1	2.51%	Reduced
227	ALPS Advisors Denver, Colorado	$25.7M	+$3.44M	2	0.22%	Increased
228	LCM Lakewood Capital Management New York	$25.7M	-$31.4M	2	1.06%	Reduced
229	CCM Criterion Capital Management San Francisco, California	$24.7M	+$15.8M	1	0.94%	Increased
230	Polar Capital London, United Kingdom	$24.7M	-$14M	1	0.47%	Reduced
231	Kennedy Capital Management St Louis, Missouri	$24.5M	-$91.4K	6	0.44%	Reduced
232	Aviva London, United Kingdom	$24.3M	-$16.8K	3	0.17%	Reduced
233	CAM Capstone Asset Management Houston, Texas	$24.2M	-$122K	10	0.7%	Reduced
234	PGGM Investments Zeist, Netherlands	$24.2M	+$8.34M	2	0.13%	Increased
235	GAI General American Investors New York	$24.1M	-$2.67M	1	1.98%	Reduced
236	ProShare Advisors Bethesda, Maryland	$24.1M	-$7.96M	6	0.33%	Reduced
237	GL GLG LLC New York	$24.1M	+$18M	2	0.51%	Increased
238	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$23.9M	-$602K	7	0.14%	Reduced
239	OA Oak Associates Akron, Ohio	$23.7M	+$356K	3	2.89%	Increased
240	Pictet Asset Management (UK) London, United Kingdom	$23.7M	-$690K	3	0.1%	Reduced
241	RNC Capital Management Los Angeles, California	$23.6M	-$386K	1	2.01%	Reduced
242	British Columbia Investment Management Victoria, British Columbia, Canada	$23.4M	-$7.71M	3	0.22%	Reduced
243	SM Senvest Management New York	$23.3M	+$6.11M	3	1.46%	Increased
244	HA Heartland Advisors Milwaukee, Wisconsin	$23M	-$15.7M	1	0.64%	Reduced
245	TPSF Texas Permanent School Fund Austin, Texas	$22.9M	-$1.05M	9	0.26%	Reduced
246	Advisors Asset Management Monument, Colorado	$22.5M	+$7.66M	7	0.31%	Increased
247	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$22.4M	+$3.37M	3	0.29%	Increased
248	First Pacific Advisors El Segundo, California	$22.1M	+$9.84M	1	0.18%	Increased
249	Suntrust Banks Atlanta, Georgia	$22.1M	+$997K	6	0.14%	Increased
250	ACI AMP Capital Investors Sydney, Australia	$21.6M	-$16M	5	0.14%	Reduced