← 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
251	ZDA Zweig-DiMenna Associates New York	$21.5M	+$22.9M	2	1.19%	New
252	Hermes Investment Management London Uk, United Kingdom	$21.3M	+$16.3M	1	0.48%	Increased
253	CEP Chicago Equity Partners Chicago, Illinois	$21.3M	+$7.9M	1	0.58%	Increased
254	OAM Oxford Asset Management Oxford, United Kingdom	$21M	+$862K	4	0.57%	Increased
255	Robeco Institutional Asset Management Rotterdam, Netherlands	$20.1M	-$1.74M	4	0.15%	Reduced
256	BIM BRC Investment Management Greenwood Village, Colorado	$19.9M	+$19.2M	1	2.74%	New
257	Aberdeen Asset Management Aberdeen, United Kingdom	$19.8M	-$630K	3	0.06%	Reduced
258	Boston Trust Walden Boston, Massachusetts	$19.7M	+$111K	1	0.3%	Increased
259	HI Honeywell International Charlotte, North Carolina	$19.6M	+$6.57M	1	0.48%	Increased
260	Envestnet Asset Management Chicago, Illinois	$19.4M	-$2.04M	8	0.09%	Reduced
261	KBC Group Brussels, Belgium	$19.2M	-$3.25M	7	0.25%	Reduced
262	IA Icon Advisers Greenwood Village, Colorado	$19M	+$5.66M	2	1.19%	Increased
263	FMA Fiduciary Management Associates Chicago, Illinois	$19M	+$1.24M	1	1.12%	Increased
264	HT HAP Trading New York	$18.9M	-$11.2M	2	1.14%	Reduced
265	Mutual of America Capital Management New York	$18.8M	+$305K	6	0.41%	Increased
266	Axa Paris, France	$18.6M	-$37.5M	5	0.07%	Reduced
267	RHJA Rice Hall James & Associates San Diego, California	$18.6M	+$125K	2	1.07%	Increased
268	TSU TD Securities (USA) New York	$18.4M	+$2.09M	3	0.25%	Increased
269	KL Kokino LLC Stamford, Connecticut	$18.4M	+$2.5M	1	44.14%	Increased
270	Gofen & Glossberg Chicago, Illinois	$18.3M	+$1.88M	1	0.77%	Increased
271	Moore Capital Management New York	$18.1M	+$15.8M	3	0.39%	Increased
272	Bridgewater Associates Westport, Connecticut	$18M	-$5.58M	3	0.17%	Reduced
273	State of Michigan Retirement System Lansing, Michigan	$17.7M	+$27.2K	3	0.12%	Increased
274	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$17.6M	-$7.46M	1	0.46%	Reduced
275	AIC AWM Investment Company New York	$17.4M	-$3.1M	3	2.47%	Reduced