← 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	MCM McKinley Capital Management Anchorage, Alaska	$35.2M	-$4.01M	6	1.29%	Reduced
252	Fiera Capital (Canada) Montreal, Quebec, Canada	$34.9M	-$7.15M	2	0.18%	Reduced
253	Zacks Investment Management Chicago, Illinois	$34.6M	+$10.3M	8	0.88%	Increased
254	Mutual of America Capital Management New York	$34.5M	+$5.52M	7	0.61%	Increased
255	GAI General American Investors New York	$34.4M	-$1.8M	2	3.37%	Reduced
256	TPSF Texas Permanent School Fund Austin, Texas	$33.6M	-$581K	9	0.44%	Reduced
257	Mackenzie Financial Toronto Ontario, Ontario, Canada	$33M	+$114K	2	0.19%	Increased
258	BA Broadview Advisors Milwaukee, Wisconsin	$32.8M	-$4.58M	2	4.52%	Reduced
259	RCM Riverhead Capital Management Wilmington, Delaware	$32.6M	+$3.17M	11	1.79%	Increased
260	Employees Provident Fund Board Shah Alam, Malaysia	$32.4M	-$1.02M	1	0.94%	Reduced
261	LG Leuthold Group Minneapolis, Minnesota	$32.2M	-$666K	3	3.47%	Reduced
262	Boston Trust Walden Boston, Massachusetts	$32.1M	-$3.44M	1	0.5%	Reduced
263	Braun Stacey Associates New York	$31.7M	+$9.09M	2	2.01%	Increased
264	Chartwell Investment Partners Berywn, Pennsylvania	$31.6M	+$4.2M	4	1.15%	Increased
265	T TOBAM Paris, France	$31.4M	+$7.38M	1	1.21%	Increased
266	Kennedy Capital Management St Louis, Missouri	$31.1M	+$2.82M	6	0.54%	Increased
267	Davis Selected Advisers Tucson, Arizona	$31M	-$273K	2	0.13%	Reduced
268	Clark Capital Management Group Philadelphia, Pennsylvania	$31M	+$3.13M	4	1.37%	Increased
269	Huntington National Bank Columbus, Ohio	$30.9M	+$341K	6	0.55%	Increased
270	Nisa Investment Advisors St. Louis, Missouri	$30.8M	+$1.69M	8	0.37%	Increased
271	Whale Rock Capital Management Boston, Massachusetts	$30.7M	+$28.1M	1	1.67%	New
272	STRS Ohio Columbus, Ohio	$30.4M	-$1.79M	8	0.13%	Reduced
273	Squarepoint New York	$30.3M	-$516K	6	0.84%	Reduced
274	Brandes Investment Partners La Jolla, California	$30.3M	+$797K	1	0.45%	Increased
275	BAPIM British Airways Pensions Investment Management London, United Kingdom	$30.1M	-$7.36M	1	0.91%	Reduced