← 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	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$43.1M	+$9.04M	5	2.94%	Increased
277	Arizona State Retirement System Phoenix, Arizona	$42.7M	+$6.64M	9	0.51%	Increased
278	Point72 Asset Management Stamford, Connecticut	$42.4M	+$3.57M	4	0.19%	Increased
279	Mondrian Investment Partners London, United Kingdom	$42.1M	$0	1	1.07%	Maintained
280	Vaughan Nelson Investment Management Houston, Texas	$41.7M	+$36.1M	1	0.49%	New
281	TPSF Texas Permanent School Fund Austin, Texas	$41.2M	-$364K	9	0.53%	Reduced
282	VHMC Value Holdings Management Company Hampton Bays, New York	$41.1M	+$667K	5	15.58%	Increased
283	ING Group Amsterdam, Netherlands	$41.1M	-$1.12M	2	0.79%	Reduced
284	Kennedy Capital Management St Louis, Missouri	$41M	+$244K	8	0.74%	Increased
285	Nisa Investment Advisors St. Louis, Missouri	$41M	-$715K	8	0.46%	Reduced
286	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$40.6M	+$3.67M	4	0.13%	Increased
287	Baird Financial Group Milwaukee, Wisconsin	$40.5M	+$1.1M	4	0.31%	Increased
288	Chartwell Investment Partners Berywn, Pennsylvania	$40.5M	+$4.89M	5	1.38%	Increased
289	Fiduciary Management Inc Milwaukee, Wisconsin	$39.6M	-$4.91M	1	0.23%	Reduced
290	LMR Partners London, United Kingdom	$39.4M	-$14.1M	4	4.27%	Reduced
291	OAM Oxford Asset Management Oxford, United Kingdom	$38.7M	-$8.03M	11	0.75%	Reduced
292	CIBC World Markets New York	$38.7M	+$7.52M	3	0.37%	Increased
293	Needham Investment Management New York	$38.6M	-$261K	5	9.78%	Reduced
294	WBC Westpac Banking Corp Sydney, Australia	$38.5M	+$3.34M	5	0.85%	Increased
295	HBK Investments Dallas, Texas	$37.8M	+$6.25M	7	0.24%	Increased
296	SC Skylands Capital Milwaukee, Wisconsin	$37.8M	+$748K	1	5.03%	Increased
297	Crossmark Global Holdings Houston, Texas	$37.1M	+$33.6M	10	0.96%	New
298	MCIM Meadow Creek Investment Management Atlanta, Georgia	$37.1M	-$5.53M	10	0.86%	Reduced
299	GP GLG Partners London, United Kingdom	$35.9M	+$12.2M	2	1.9%	Increased
300	AHL Partners London, United Kingdom	$34.8M	+$9.76M	11	0.62%	Increased