← 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
Wedge Capital Management
Wedge Capital Management
North Carolina
$57.6M -$9.22M 2 0.54% Reduced
227
ProShare Advisors
ProShare Advisors
Maryland
$57.4M +$2.65M 6 0.53% Increased
228
NPIC
Neumeier Poma Investment Counsel
California
$57.3M -$6.84M 2 5.99% Reduced
229
OA
Oak Associates
Ohio
$57.2M +$1.13M 3 4.21% Increased
230
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$57.1M -$50K 4 0.3% Reduced
231
Castleark Management
Castleark Management
Illinois
$56.9M -$1.77M 4 1.78% Reduced
232
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$56.6M +$15.5M 3 1.91% Increased
233
Voloridge Investment Management
Voloridge Investment Management
Florida
$56.3M +$44.8M 5 1.26% Increased
234
AWM
Ashmore Wealth Management
Delaware
$56.3M -$12.5M 1 3.04% Reduced
235
NA
Neuburgh Advisers
California
$55.8M -$10.5M 6 2.08% Reduced
236
Candriam SCA
Candriam SCA
Luxembourg
$55M +$8.7M 6 0.96% Increased
237
Prudential plc
Prudential plc
United Kingdom
$53.8M -$308K 3 0.17% Reduced
238
CCP
Clough Capital Partners
Massachusetts
$53.3M +$32.7M 1 3.57% Increased
239
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$52.7M +$1.27M 5 0.41% Increased
240
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$52M -$42.8M 11 0.02% Reduced
241
Tocqueville Asset Management
Tocqueville Asset Management
New York
$51.4M -$271K 3 0.59% Reduced
242
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$51.2M +$398K 4 0.83% Increased
243
DCM
Dupont Capital Management
Delaware
$51.1M -$1.02M 8 1.16% Reduced
244
CC
Crosslink Capital
California
$50.3M -$3.71M 3 8.54% Reduced
245
STRS Ohio
STRS Ohio
Ohio
$50M +$11.8M 6 0.21% Increased
246
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$49.9M -$558K 3 0.43% Reduced
247
TPCM
Tide Point Capital Management
Connecticut
$49.6M +$50.9M 1 2.55% New
248
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$49.4M +$33.6M 3 0.77% Increased
249
LG
Leuthold Group
Minnesota
$49.4M -$951K 4 4.99% Reduced
250
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$49M +$41.9M 2 0.54% Increased