← 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
Caxton Associates (New York)
Caxton Associates (New York)
New York
$16.9M +$17.8M 2 0.77% New
277
Los Angeles Capital Management
Los Angeles Capital Management
California
$16.7M -$1.42M 4 0.16% Reduced
278
HighTower Advisors
HighTower Advisors
Illinois
$16.6M +$6.41M 5 0.27% Increased
279
KCM
Kingdon Capital Management
New York
$16.5M +$8.01M 1 0.65% Increased
280
AL
Airain Ltd
Guernsey
$16.3M -$6.44M 3 0.92% Reduced
281
ARTA
A.R.T. Advisors
New York
$16.3M +$10.1M 7 0.54% Increased
282
VHMC
Value Holdings Management Company
New York
$15.9M +$146K 2 10.85% Increased
283
BPCM
Beach Point Capital Management
California
$15.8M +$337K 1 3.11% Increased
284
Hood River Capital Management
Hood River Capital Management
Florida
$15.8M +$16.8M 1 1.93% New
285
KG
Killen Group
Pennsylvania
$15.7M -$3.39M 1 1.19% Reduced
286
RIM
Rainier Investment Management
Washington
$15.7M -$16.9M 1 0.5% Reduced
287
Boston Partners
Boston Partners
Massachusetts
$15.6M +$2.35M 1 0.02% Increased
288
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$15.6M +$495K 1 0.26% Increased
289
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$15.4M +$4.46M 9 0.21% Increased
290
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$15M +$168K 2 0.56% Increased
291
M&T Bank
M&T Bank
New York
$14.9M -$1.35M 7 0.09% Reduced
292
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$14.9M +$9.39M 2 0.59% Increased
293
Huntington National Bank
Huntington National Bank
Ohio
$14.9M +$643K 7 0.36% Increased
294
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$14.8M +$557K 3 0.04% Increased
295
BA
Boston Advisors
Massachusetts
$14.8M -$3.88M 2 0.62% Reduced
296
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$14.6M -$340K 6 0.17% Reduced
297
LSV Asset Management
LSV Asset Management
Illinois
$14.5M -$886K 4 0.03% Reduced
298
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$14.4M -$239K 3 0.29% Reduced
299
Laurion Capital Management
Laurion Capital Management
New York
$14.3M -$5.67M 3 0.13% Reduced
300
SIP
Stoneridge Investment Partners
Pennsylvania
$14.2M +$14.8M 2 1.75% Increased
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