← 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
276	Aperio Group Sausalito, California	$14.2M	+$14.4M	6	0.34%	New
277	KG Killen Group Berwyn, Pennsylvania	$14M	+$14.4M	1	1%	New
278	State of Michigan Retirement System Lansing, Michigan	$14M	+$13.7M	3	0.13%	New
279	KI Kalmar Investments Greenville, Delaware	$13.9M	+$14.2M	1	0.27%	New
280	BA Broadview Advisors Milwaukee, Wisconsin	$13.9M	+$14.2M	2	1.96%	New
281	MTIP Magee Thomson Investment Partners San Diego, California	$13.8M	+$13.2M	2	3.14%	New
282	Hermes Investment Management London Uk, United Kingdom	$13.7M	+$14.5M	2	0.53%	New
283	Daiwa Securities Group Tokyo, Japan	$13.6M	+$13.3M	3	0.1%	New
284	Glenmede Trust Philadelphia, Pennsylvania	$13.6M	+$13.4M	10	0.17%	New
285	Picton Mahoney Asset Management Toronto, Ontario, Canada	$13.6M	+$13.8M	1	1.01%	New
286	SCM Stevens Capital Management Radnor, Pennsylvania	$13.6M	+$13.8M	6	0.45%	New
287	QS Batterymarch Financial Management New York	$13.5M	+$13.4M	4	0.26%	New
288	DIA Denver Investment Advisors Denver, Colorado	$13.1M	+$13.4M	3	0.3%	New
289	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$12.8M	+$12.7M	10	0.12%	New
290	MCM McKinley Capital Management Anchorage, Alaska	$12.6M	+$12.5M	2	0.63%	New
291	CCM Criterion Capital Management San Francisco, California	$12.5M	+$12.5M	2	0.5%	New
292	Korea Investment Corp Seoul, South Korea	$12.4M	+$12.2M	3	0.15%	New
293	MSA Mason Street Advisors Milwaukee, Wisconsin	$12.3M	+$12.3M	9	0.14%	New
294	Nisa Investment Advisors St. Louis, Missouri	$12.3M	+$12.2M	6	0.19%	New
295	TAM Telemark Asset Management Boston, Massachusetts	$12.3M	+$12M	1	4.66%	New
296	PCMF Private Capital Management (Florida) Naples, Florida	$12.2M	+$12.4M	1	1.15%	New
297	Andra AP-fonden Goteborg, Sweden	$12.1M	+$11.8M	3	0.31%	New
298	HCM Horan Capital Management Hunt Valley, Maryland	$12M	+$11.7M	1	4.72%	New
299	Jefferies Group New York	$11.8M	+$12.2M	6	0.13%	New
300	TSU TD Securities (USA) New York	$11.7M	+$11.5M	3	0.23%	New