← 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
Mutual of America Capital Management
Mutual of America Capital Management
New York
$24.3M +$1.49M 7 0.46% Increased
277
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$24.2M +$16.6M 3 0.5% Increased
278
RCM
Riverhead Capital Management
Delaware
$24.2M +$7.8M 11 1.49% Increased
279
Boston Trust Walden
Boston Trust Walden
Massachusetts
$24.1M -$780K 1 0.38% Reduced
280
TGA
Trilogy Global Advisors
Florida
$24.1M +$23.2M 1 0.81% New
281
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$24M +$406K 8 0.29% Increased
282
RI
Redwood Investments
Massachusetts
$23.9M -$3.61M 2 2.16% Reduced
283
SC
Skylands Capital
Wisconsin
$23.9M +$7.03M 1 3.63% Increased
284
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$23.7M -$29.5M 4 0.81% Reduced
285
AAM
Ardevora Asset Management
United Kingdom
$23.7M +$22.3M 1 0.85% New
286
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$23.3M -$1.49M 4 0.22% Reduced
287
SG Americas Securities
SG Americas Securities
New York
$23.2M +$9.32M 9 0.19% Increased
288
Arizona State Retirement System
Arizona State Retirement System
Arizona
$23.1M +$189K 9 0.34% Increased
289
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$22.8M +$9.68M 4 1.18% Increased
290
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$22.7M -$51.4K 9 0.22% Reduced
291
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$22.6M +$8.27M 10 0.01% Increased
292
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$22.5M -$3.44M 1 1.39% Reduced
293
Envestnet Asset Management
Envestnet Asset Management
Illinois
$21.9M +$22.7K 12 0.08% Increased
294
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$21.7M +$15.4M 3 0.01% Increased
295
Baird Financial Group
Baird Financial Group
Wisconsin
$21.1M +$6.6M 2 0.18% Increased
296
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$21.1M -$1.25M 3 0.17% Reduced
297
NAM
NorthCoast Asset Management
Connecticut
$20.9M -$2.12M 2 2.1% Reduced
298
SGCIA
Smith Graham & Co Investment Advisors
Texas
$20.9M +$1.2M 2 2.26% Increased
299
PEAK6 Group
PEAK6 Group
Illinois
$20.9M +$14.3M 5 0.15% Increased
300
ICOM
Investment Counselors of Maryland
Maryland
$20.7M -$111K 1 1.09% Reduced