← 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	Eaton Vance Management Boston, Massachusetts	$32.1M	+$7.17M	6	0.08%	Increased
277	AL Airain Ltd St. Peter Port, Guernsey	$31.7M	+$28.9M	7	1.4%	Increased
278	Chartwell Investment Partners Berywn, Pennsylvania	$31.6M	-$1.34M	5	1.18%	Reduced
279	Todd Asset Management Louisville, Kentucky	$31.5M	+$13.5M	2	0.9%	Increased
280	Kennedy Capital Management St Louis, Missouri	$31.4M	-$2.49M	6	0.6%	Reduced
281	Zacks Investment Management Chicago, Illinois	$31.2M	-$4.52M	8	0.77%	Reduced
282	Pendal Group Sydney, Australia	$31.2M	+$32.3M	5	0.45%	New
283	Davis Selected Advisers Tucson, Arizona	$31.1M	-$1.9M	2	0.14%	Reduced
284	VHMC Value Holdings Management Company Hampton Bays, New York	$31M	-$1.89M	4	13.26%	Reduced
285	First Pacific Advisors El Segundo, California	$30.9M	-$12.9M	1	0.23%	Reduced
286	RCM Riverhead Capital Management Wilmington, Delaware	$30.6M	-$4.11M	11	1.52%	Reduced
287	Clark Capital Management Group Philadelphia, Pennsylvania	$30.3M	-$2.25M	4	1.18%	Reduced
288	T TOBAM Paris, France	$30.3M	+$101K	1	1.13%	Increased
289	Baird Financial Group Milwaukee, Wisconsin	$30.1M	+$3.65M	2	0.24%	Increased
290	PEAK6 Group Chicago, Illinois	$29.8M	+$10.6M	12	0.17%	Increased
291	ARTA A.R.T. Advisors New York	$29.4M	+$459K	15	1.56%	Increased
292	Cerity Partners New York	$29.2M	+$8.39M	1	2.45%	Increased
293	Davenport & Co Richmond, Virginia	$29.1M	+$22.9M	2	0.38%	Increased
294	State of Michigan Retirement System Lansing, Michigan	$29.1M	-$76.5K	4	0.22%	Reduced
295	STRS Ohio Columbus, Ohio	$29M	-$2.82M	6	0.13%	Reduced
296	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$29M	+$6.12M	4	0.09%	Increased
297	Needham Investment Management New York	$28.9M	-$790K	5	7.69%	Reduced
298	Arizona State Retirement System Phoenix, Arizona	$28.8M	+$32.2K	9	0.4%	Increased
299	WBC Westpac Banking Corp Sydney, Australia	$28.5M	-$48M	4	0.63%	Reduced
300	EI EAM Investors Solana Beach, California	$27.4M	-$768K	10	4.52%	Reduced