← 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	NAM NorthCoast Asset Management Greenwich, Connecticut	$21.7M	+$20M	1	1.76%	New
277	HS HighVista Strategies Boston, Massachusetts	$21.5M	+$3.07M	3	4%	Increased
278	SC Shellback Capital Boston, Massachusetts	$21.5M	+$20M	2	1.82%	New
279	BA Boston Advisors Boston, Massachusetts	$21.5M	+$11.4M	2	0.53%	Increased
280	Nisa Investment Advisors St. Louis, Missouri	$21.4M	+$1.45M	8	0.28%	Increased
281	Soros Fund Management New York	$21.3M	+$9.3M	1	0.53%	Increased
282	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$21.3M	-$3M	3	0.05%	Reduced
283	SCM SG Capital Management Chicago, Illinois	$21.3M	+$8.03M	3	6.06%	Increased
284	Polar Asset Management Partners Toronto, Ontario, Canada	$21.2M	+$17.3M	2	0.66%	Increased
285	WMC Westwood Management Corporation Chicago, Illinois	$21.1M	+$19.7M	1	3.75%	New
286	State of Michigan Retirement System Lansing, Michigan	$20.5M	+$33.6K	3	0.16%	Increased
287	Arizona State Retirement System Phoenix, Arizona	$20.3M	-$282K	9	0.31%	Reduced
288	ICOM Investment Counselors of Maryland Baltimore, Maryland	$20.2M	-$2.73M	1	1.21%	Reduced
289	Boston Trust Walden Boston, Massachusetts	$20.1M	-$67.8K	1	0.33%	Reduced
290	Envestnet Asset Management Chicago, Illinois	$20M	-$3.86M	11	0.08%	Reduced
291	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$20M	+$1.92M	9	0.21%	Increased
292	Mutual of America Capital Management New York	$19.9M	+$1.07M	7	0.4%	Increased
293	CCP Clough Capital Partners Boston, Massachusetts	$19.9M	-$35.6M	1	1.04%	Reduced
294	M&T Bank Buffalo, New York	$19.8M	+$401K	8	0.13%	Increased
295	NCGI Next Century Growth Investors Plymouth, Minnesota	$19.8M	-$795K	1	0.91%	Reduced
296	Gofen & Glossberg Chicago, Illinois	$19.8M	-$399K	1	0.82%	Reduced
297	Virginia Retirement Systems Richmond, Virginia	$19.4M	+$2.01M	3	0.28%	Increased
298	ProShare Advisors Bethesda, Maryland	$19M	-$7.93M	6	0.27%	Reduced
299	Cubist Systematic Strategies Stamford, Connecticut	$18.9M	+$6.55M	5	1.22%	Increased
300	Squarepoint New York	$18.9M	+$5.15M	3	1.26%	Increased