← 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
Senvest Management
Senvest Management
New York
$24M +$3.63M 3 1.8% Increased
227
Visium Asset Management
Visium Asset Management
New York
$23.6M +$8.18M 2 0.36% Increased
228
HI
Honeywell International
North Carolina
$23.3M +$4.35M 1 0.59% Increased
229
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$23.3M -$2.46M 3 0.14% Reduced
230
SCM
Stevens Capital Management
Pennsylvania
$23.2M +$15.1M 6 0.91% Increased
231
Comerica Bank
Comerica Bank
Texas
$23.1M -$503K 11 0.23% Reduced
232
Natixis
Natixis
France
$23.1M +$17.9M 3 0.38% Increased
233
National Pension Service
National Pension Service
South Korea
$22.9M +$1.32M 2 0.24% Increased
234
PGGM Investments
PGGM Investments
Netherlands
$22.8M -$828K 2 0.12% Reduced
235
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$22.3M +$1.97M 3 0.21% Increased
236
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$22M -$1.83M 3 0.18% Reduced
237
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$21.7M -$10M 3 0.25% Reduced
238
Texas Permanent School Fund
Texas Permanent School Fund
Texas
$21.6M -$417K 9 0.27% Reduced
239
BA
Broadview Advisors
Wisconsin
$21.5M -$224K 2 3.04% Reduced
240
Artemis Investment Management
Artemis Investment Management
United Kingdom
$21.4M -$555K 2 0.54% Reduced
241
Cramer Rosenthal McGlynn
Cramer Rosenthal McGlynn
Connecticut
$20.8M -$4.71M 2 0.31% Reduced
242
CEP
Chicago Equity Partners
Illinois
$20.2M -$177K 3 0.54% Reduced
243
Crosslink Capital
Crosslink Capital
California
$20.2M -$2.11M 2 2.92% Reduced
244
Federated Hermes
Federated Hermes
Pennsylvania
$20.2M -$26.6M 8 0.06% Reduced
245
Rice Hall James & Associates
Rice Hall James & Associates
California
$20.1M -$202K 3 1.15% Reduced
246
Envestnet Asset Management
Envestnet Asset Management
Illinois
$19.8M -$1.36M 9 0.09% Reduced
247
Marshall Wace
Marshall Wace
United Kingdom
$19.6M +$670K 4 0.18% Increased
248
CCM
Chautauqua Capital Management
Colorado
$19.2M -$902K 1 6.07% Reduced
249
Foresters Investment Management
Foresters Investment Management
New York
$19.1M +$2.38M 2 0.39% Increased
250
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.8M -$2.23M 8 0.12% Reduced