← 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	CC Crosslink Capital Menlo Park, California	$20.4M	+$549K	2	3.39%	Increased
252	GAI General American Investors New York	$20.2M	$0	1	2.08%	Maintained
253	GCIA Gabelli & Co Investment Advisers Rye, New York	$20.1M	+$7.31M	1	2.53%	Increased
254	SI Sensato Investors San Francisco, California	$20.1M	+$14.3M	2	3.57%	Increased
255	QAM Quentec Asset Management New York	$20M	+$4.78M	2	2.61%	Increased
256	BIM BRC Investment Management Greenwood Village, Colorado	$19.5M	+$16.1M	2	2.9%	Increased
257	Scout Investments Kansas City, Missouri	$19.5M	+$3.51M	2	0.53%	Increased
258	CAM Capstone Asset Management Houston, Texas	$19.3M	+$53.2K	10	0.56%	Increased
259	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$19.3M	+$13.6M	3	0.22%	Increased
260	Baird Financial Group Milwaukee, Wisconsin	$19.1M	+$15.2M	2	0.18%	Increased
261	Marshall Wace London, United Kingdom	$18.9M	-$2.52M	4	0.18%	Reduced
262	Gofen & Glossberg Chicago, Illinois	$18.5M	+$118K	1	0.79%	Increased
263	Arizona State Retirement System Phoenix, Arizona	$18.4M	+$57.6K	9	0.24%	Increased
264	CCMH Cornerstone Capital Management Holdings New York	$18.3M	+$5.81M	8	0.15%	Increased
265	Thompson Siegel & Walmsley Richmond, Virginia	$18.2M	+$9.87M	4	0.29%	Increased
266	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$18.1M	+$6.62M	9	0.24%	Increased
267	BA Boston Advisors Boston, Massachusetts	$17.9M	+$569K	2	0.44%	Increased
268	DekaBank Deutsche Girozentrale Frankfurt, Germany	$17.6M	-$4.47M	3	0.21%	Reduced
269	SCM SG Capital Management Chicago, Illinois	$17.5M	+$9.96M	2	4.91%	Increased
270	CCM Chicago Capital Management Chicago, Illinois	$16.9M	+$15.7M	1	6.27%	New
271	Boston Trust Walden Boston, Massachusetts	$16.8M	-$2.77M	1	0.29%	Reduced
272	M&T Bank Buffalo, New York	$16.8M	-$613K	7	0.11%	Reduced
273	State of Michigan Retirement System Lansing, Michigan	$16.7M	-$12.7K	3	0.13%	Reduced
274	Fifth Third Bancorp Cincinnati, Ohio	$16.4M	-$1.24M	6	0.14%	Reduced
275	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$16.2M	+$287K	2	1.61%	Increased