← 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	VHMC Value Holdings Management Company Hampton Bays, New York	$30.1M	-$14.8M	4	12.6%	Reduced
277	Oregon Public Employees Retirement Fund Tigard, Oregon	$29.2M	-$62.6K	4	0.57%	Reduced
278	Candriam SCA Strassen, Luxembourg, Luxembourg	$28.8M	-$19.1M	5	0.56%	Reduced
279	CIBC World Market Toronto, Ontario, Canada	$28.5M	-$1.92M	4	0.09%	Reduced
280	CC Crosslink Capital Menlo Park, California	$28.3M	-$16.1M	2	4.53%	Reduced
281	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$28M	-$3.31M	2	2.99%	Reduced
282	Needham Investment Management New York	$28M	-$8.15M	7	7.22%	Reduced
283	AAM Ardevora Asset Management London, United Kingdom	$27.9M	-$582K	1	0.92%	Reduced
284	Arizona State Retirement System Phoenix, Arizona	$27.8M	-$322K	9	0.39%	Reduced
285	State of Michigan Retirement System Lansing, Michigan	$27.6M	+$1.85M	4	0.21%	Increased
286	ARTA A.R.T. Advisors New York	$27.4M	+$13.3M	11	1.27%	Increased
287	TGA Trilogy Global Advisors Winter Park, Florida	$27.4M	-$1.7M	1	0.92%	Reduced
288	EI EAM Investors Solana Beach, California	$27.4M	+$5.52M	9	4.32%	Increased
289	Baird Financial Group Milwaukee, Wisconsin	$26.8M	+$1.62M	2	0.22%	Increased
290	CEP Chicago Equity Partners Chicago, Illinois	$25.9M	-$6.77M	5	0.74%	Reduced
291	Envestnet Asset Management Chicago, Illinois	$25.7M	-$911K	11	0.08%	Reduced
292	Eaton Vance Management Boston, Massachusetts	$25.7M	+$8.59M	5	0.07%	Increased
293	Jane Street New York	$25.4M	+$13.7M	10	0.11%	Increased
294	Balyasny Asset Management Chicago, Illinois	$25.3M	+$4.83M	2	0.12%	Increased
295	RHJA Rice Hall James & Associates San Diego, California	$24.9M	-$1.43M	3	1.22%	Reduced
296	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$24.8M	-$1.82M	8	0.22%	Reduced
297	BNP Paribas Asset Management Paris, France	$24.8M	-$3.06M	4	0.23%	Reduced
298	TAM Telemark Asset Management Boston, Massachusetts	$24.7M	+$21M	1	5.81%	New
299	UFF USA Financial Formulas Ada, Michigan	$24.4M	-$258K	7	5.88%	Reduced
300	Gulf International Bank (UK) London, United Kingdom	$24.4M	+$702K	3	0.36%	Increased