← 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	Donald Smith & Co New York	$20.6M	-$658K	1	0.39%	Reduced
277	SM Senvest Management New York	$20.2M	-$2.82M	3	1.77%	Reduced
278	PEAK6 Group Chicago, Illinois	$19.8M	+$3.53M	6	0.19%	Increased
279	CC Caspian Capital New York	$19.6M	+$4.15M	1	6.75%	Increased
280	Braun Stacey Associates New York	$19.6M	-$848K	1	1.16%	Reduced
281	KeyBank National Association Cleveland, Ohio	$19.5M	+$4.33M	6	0.13%	Increased
282	Munder Capital Management Birmingham, Michigan	$19.4M	-$9.32M	4	0.14%	Reduced
283	Nomura Holdings Tokyo, Japan	$19M	-$542K	9	0.01%	Reduced
284	Kennedy Capital Management St Louis, Missouri	$18.7M	-$2.18M	5	0.35%	Reduced
285	Chartwell Investment Partners Berywn, Pennsylvania	$18.7M	+$1.75M	1	0.39%	Increased
286	DCM Dupont Capital Management Wilmington, Delaware	$18.5M	-$683K	5	0.3%	Reduced
287	CC Crosslink Capital Menlo Park, California	$18.4M	-$3.43M	3	1.89%	Reduced
288	First Pacific Advisors El Segundo, California	$18.4M	-$35.7K	1	0.15%	Reduced
289	Parallax Volatility Advisers San Francisco, California	$18.2M	+$10.5M	6	0.08%	Increased
290	Bridgewater Associates Westport, Connecticut	$18.2M	+$3.42M	3	0.14%	Increased
291	Glenmede Trust Philadelphia, Pennsylvania	$17.7M	-$991K	8	0.16%	Reduced
292	TSU TD Securities (USA) New York	$17.6M	+$998K	3	0.28%	Increased
293	BCM Bodri Capital Management San Francisco, California	$17.5M	+$732K	3	9.01%	Increased
294	ERM Elm Ridge Management Briarcliff Manor, New York	$16.7M	-$7.65M	1	1.58%	Reduced
295	Hancock Whitney Gulfport, Mississippi	$16.6M	-$458K	1	0.6%	Reduced
296	CAM Capstone Asset Management Houston, Texas	$16.5M	+$169K	11	0.53%	Increased
297	Virtu KCG Holdings New York	$16.3M	+$9.48M	6	0.25%	Increased
298	QS Batterymarch Financial Management New York	$16.2M	-$3.97M	5	0.41%	Reduced
299	KBC Group Brussels, Belgium	$16.2M	+$2.14M	5	0.18%	Increased
300	WBC Westpac Banking Corp Sydney, Australia	$16.1M	-$3M	3	0.15%	Reduced