← 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	United Capital Financial Advisors Irving, Texas	$16.1M	+$55.8K	4	0.18%	Increased
277	Natixis Advisors Boston, Massachusetts	$16M	+$596K	5	0.24%	Increased
278	Balyasny Asset Management Chicago, Illinois	$15.9M	-$69.9M	6	0.09%	Reduced
279	Bridgewater Associates Westport, Connecticut	$15.5M	+$12.5M	2	0.2%	Increased
280	ARTA A.R.T. Advisors New York	$15.4M	+$3.68M	6	0.69%	Increased
281	MRM Michael R. Murphy	$15.3M	$0	1	5.31%	Maintained
282	Nisa Investment Advisors St. Louis, Missouri	$15.1M	+$1.13M	8	0.22%	Increased
283	Kennedy Capital Management St Louis, Missouri	$15.1M	+$562K	6	0.31%	Increased
284	YCM Yakira Capital Management Westport, Connecticut	$15.1M	-$1.16M	1	4.85%	Reduced
285	Cortina Asset Management Milwaukee, Wisconsin	$15M	-$207K	2	0.68%	Reduced
286	Huntington National Bank Columbus, Ohio	$15M	+$5.32M	7	0.37%	Increased
287	Gulf International Bank (UK) London, United Kingdom	$15M	+$72.9K	3	0.25%	Increased
288	Artemis Investment Management Edinburgh, United Kingdom	$14.9M	-$7.26M	2	0.38%	Reduced
289	ED Exane Derivatives Paris, France	$14.9M	+$12.8M	1	1.97%	New
290	Mutual of America Capital Management New York	$14.7M	-$18.9K	8	0.32%	Reduced
291	KL Kokino LLC Stamford, Connecticut	$14.6M	$0	1	62.96%	Maintained
292	Sculptor Capital New York	$14.6M	+$12.8M	2	0.07%	New
293	Braun Stacey Associates New York	$14.5M	+$12.2M	2	0.95%	Increased
294	Zurich Cantonal Bank Zurich, Switzerland	$14.2M	+$3.4M	11	0.18%	Increased
295	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$14.1M	+$819K	2	1.84%	Increased
296	OMERS Administration Corp Toronto, Ontario, Canada	$14M	-$21K	1	0.31%	Reduced
297	Chartwell Investment Partners Berywn, Pennsylvania	$13.6M	+$4.82K	1	0.26%	Increased
298	Zacks Investment Management Chicago, Illinois	$13.5M	+$2.38M	4	0.43%	Increased
299	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$13.5M	-$4.09M	9	0.15%	Reduced
300	Visium Asset Management New York	$13.3M	-$10.4M	4	0.23%	Reduced