← 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	CC Crosslink Capital Menlo Park, California	$53.8M	+$5.28M	3	10.34%	Increased
227	FQ First Quadrant Glendale, California	$53.1M	-$4.74M	6	1%	Reduced
228	Zurich Cantonal Bank Zurich, Switzerland	$52.4M	+$6.82M	13	0.47%	Increased
229	Soros Fund Management New York	$52.1M	+$33.6M	2	1.19%	Increased
230	NA Neuburgh Advisers Los Angeles, California	$51.4M	-$3.84M	6	1.84%	Reduced
231	AWM Ashmore Wealth Management Wilmington, Delaware	$51.1M	-$4.33M	1	2.67%	Reduced
232	Nuveen Charlotte, North Carolina	$50.2M	-$22M	4	0.32%	Reduced
233	Banco Santander Madrid, Spain	$50.2M	+$53.2M	1	0.72%	New
234	BA Boston Advisors Boston, Massachusetts	$50.1M	-$18M	4	1.08%	Reduced
235	Menora Mivtachim Holdings Ramat Gan, Israel	$50M	+$8.06M	2	1.93%	Increased
236	MUFG Securities EMEA London, United Kingdom	$49.5M	+$52.5M	1	1.15%	New
237	Mutual of America Capital Management New York	$48.9M	+$3.92M	8	0.75%	Increased
238	State of Michigan Retirement System Lansing, Michigan	$48M	+$713K	5	0.38%	Increased
239	AR Advisory Research Chicago, Illinois	$47.9M	-$5.97M	3	0.79%	Reduced
240	CF Cypress Funds Los Angeles, California	$47.9M	$0	1	8.27%	Maintained
241	LG Leuthold Group Minneapolis, Minnesota	$47.9M	-$1.17M	4	4.78%	Reduced
242	Tocqueville Asset Management New York	$47.3M	-$3.35M	2	0.54%	Reduced
243	Gateway Investment Advisers Cincinnati, Ohio	$46.7M	-$2.44M	3	0.4%	Reduced
244	Squarepoint New York	$46.5M	+$19M	14	0.81%	Increased
245	Polar Capital London, United Kingdom	$46.4M	-$61.6M	2	0.48%	Reduced
246	Jennison Associates New York	$46.3M	+$49.4M	2	0.05%	New
247	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$46.3M	-$41.7M	3	0.27%	Reduced
248	NPIC Neumeier Poma Investment Counsel Carmel, California	$46M	-$15.3M	2	4.61%	Reduced
249	Oregon Public Employees Retirement Fund Tigard, Oregon	$45.9M	-$5.31M	5	0.69%	Reduced
250	Mondrian Investment Partners London, United Kingdom	$45.8M	-$5.42K	1	1.12%	Reduced