← 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	Mondrian Investment Partners London, United Kingdom	$27.3M	$0	1	0.64%	Maintained
227	Employees Retirement System of Texas Austin, Texas	$26.6M	+$11.9M	7	0.36%	Increased
228	Gateway Investment Advisers Cincinnati, Ohio	$26.3M	-$1.06M	3	0.23%	Reduced
229	Advisors Asset Management Monument, Colorado	$26.3M	-$5.07M	6	0.43%	Reduced
230	ZDA Zweig-DiMenna Associates New York	$26M	-$14.6M	2	2.66%	Reduced
231	Retirement Systems of Alabama Montgomery, Alabama	$26M	-$370K	3	0.15%	Reduced
232	Aberdeen Asset Management Aberdeen, United Kingdom	$25.7M	+$533K	3	0.1%	Increased
233	Marshall Wace London, United Kingdom	$25.3M	+$5.16M	4	0.21%	Increased
234	MC Maplelane Capital New York	$25.2M	+$24.1M	1	1.07%	New
235	Brown Advisory Baltimore, Maryland	$25.2M	-$2.84M	3	0.09%	Reduced
236	KAM Keeley Asset Management Chicago, Illinois	$24.9M	-$4.12M	1	1.04%	Reduced
237	OCMI Oaktop Capital Management II Chatham, New Jersey	$24.8M	-$29.2M	1	6%	Reduced
238	BA Broadview Advisors Milwaukee, Wisconsin	$24.1M	+$69K	2	3.61%	Increased
239	LG Leuthold Group Minneapolis, Minnesota	$23.5M	+$21.9M	3	2.49%	New
240	ProShare Advisors Bethesda, Maryland	$23.4M	-$980K	7	0.3%	Reduced
241	NN Investment Partners Holdings The Hague, Netherlands	$22.9M	-$1.25M	5	0.22%	Reduced
242	TPSF Texas Permanent School Fund Austin, Texas	$22.8M	-$1.6M	9	0.3%	Reduced
243	Robeco Institutional Asset Management Rotterdam, Netherlands	$22.7M	+$8.02M	4	0.17%	Increased
244	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$22.6M	+$15.6M	4	1.56%	Increased
245	Factory Mutual Insurance Waltham, Massachusetts	$22.4M	-$2.21M	1	0.3%	Reduced
246	RS Investment Management San Francisco, California	$21.9M	-$1.66M	1	0.22%	Reduced
247	Chartwell Investment Partners Berywn, Pennsylvania	$21.8M	+$10.5M	3	0.39%	Increased
248	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$21.8M	+$18M	1	1.27%	Increased
249	Natixis Paris, France	$21.8M	+$10.9M	2	0.4%	Increased
250	VHMC Value Holdings Management Company Hampton Bays, New York	$21.8M	-$170K	4	13.97%	Reduced