← 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	DekaBank Deutsche Girozentrale Frankfurt, Germany	$28.3M	+$9.92M	4	0.31%	Increased
252	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$28M	-$13.5M	2	0.43%	Reduced
253	Hood River Capital Management Palm Beach Gardens, Florida	$27.9M	+$7.33M	5	2.86%	Increased
254	OCMI Oaktop Capital Management II Chatham, New Jersey	$27.9M	$0	1	6.52%	Maintained
255	Mondrian Investment Partners London, United Kingdom	$27.3M	$0	1	0.67%	Maintained
256	LG Leuthold Group Minneapolis, Minnesota	$27M	-$761K	3	2.83%	Reduced
257	Employees Retirement System of Texas Austin, Texas	$26.5M	-$4.95M	7	0.36%	Reduced
258	VHMC Value Holdings Management Company Hampton Bays, New York	$26.2M	+$613K	4	15.37%	Increased
259	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$25.6M	+$5.05M	1	0.54%	Increased
260	TPSF Texas Permanent School Fund Austin, Texas	$25.5M	-$974K	9	0.34%	Reduced
261	RI Redwood Investments Boston, Massachusetts	$25M	+$23.3M	2	1.91%	New
262	Employees Provident Fund Board Shah Alam, Malaysia	$24.1M	+$12M	1	0.86%	Increased
263	STRS Ohio Columbus, Ohio	$24.1M	-$1.05M	7	0.11%	Reduced
264	BNP Paribas Asset Management Paris, France	$24M	+$17.5M	4	0.2%	Increased
265	CEP Chicago Equity Partners Chicago, Illinois	$23.7M	+$2.32M	4	0.66%	Increased
266	Huntington National Bank Columbus, Ohio	$23.5M	+$2.19M	6	0.44%	Increased
267	Zacks Investment Management Chicago, Illinois	$23.3M	+$3.69M	7	0.66%	Increased
268	DLPIC Davide Leone & Partners Investment Company London, United Kingdom	$23M	+$23.8M	1	2.24%	New
269	Martingale Asset Management Boston, Massachusetts	$22.9M	+$7.09M	4	0.34%	Increased
270	I.G. Investment Management Winnipeg, Manitoba, Canada	$22.5M	+$10.1M	2	0.09%	Increased
271	OAM Origin Asset Management London, United Kingdom	$22.4M	+$5.69M	2	1.43%	Increased
272	SCM Stevens Capital Management Radnor, Pennsylvania	$22.1M	+$7.28M	4	0.92%	Increased
273	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$22M	-$2.98M	1	1.29%	Reduced
274	GAI General American Investors New York	$22M	$0	1	2.25%	Maintained
275	Braun Stacey Associates New York	$21.9M	-$1.02M	2	1.39%	Reduced