← 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
301
CCM
Cupps Capital Management
Illinois
$11.7M +$11.9M 3 0.93% New
302
CCMH
Cornerstone Capital Management Holdings
New York
$11.6M +$11.5M 5 0.14% New
303
Verition Fund Management
Verition Fund Management
Connecticut
$11.6M +$9.81M 3 2.12% New
304
ECM
Empire Capital Management
Connecticut
$11.5M +$11.8M 1 1.39% New
305
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$11.5M +$11.2M 1 0.23% New
306
VHMC
Value Holdings Management Company
New York
$11.5M +$11.7M 2 10.12% New
307
ALA
Atherton Lane Advisers
California
$11.3M +$11.1M 1 0.83% New
308
Huntington National Bank
Huntington National Bank
Ohio
$11.3M +$11M 9 0.35% New
309
Conning Inc
Conning Inc
Connecticut
$11.2M +$10.9M 2 0.93% New
310
BCM
Bodri Capital Management
California
$11M +$10.8M 3 6.81% New
311
SGCIA
Smith Graham & Co Investment Advisors
Texas
$10.9M +$11.1M 2 1.68% New
312
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$10.9M +$10.7M 3 0.24% New
313
Lazard Asset Management
Lazard Asset Management
New York
$10.8M +$11.7M 1 0.03% New
314
ICM
Ionic Capital Management
New York
$10.7M +$10.5M 1 0.32% New
315
MUFG Americas
MUFG Americas
New York
$10.7M +$10.5M 7 0.21% New
316
WIC
Willis Investment Counsel
Georgia
$10.7M +$10.4M 1 1.22% New
317
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$10.7M +$10.5M 3 0.22% New
318
AP
Alydar Partners
Massachusetts
$10.6M +$10.2M 3 0.57% New
319
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$10.1M +$9.98M 5 0.41% New
320
Two Sigma Advisers
Two Sigma Advisers
New York
$10.1M +$9.89M 7 0.14% New
321
CCM
Chautauqua Capital Management
Colorado
$10M +$9.62M 1 7.78% New
322
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$9.95M +$9.67M 4 0.07% New
323
PIM
Platinum Investment Management
Australia
$9.75M +$10.4M 1 0.19% New
324
SM
Senvest Management
New York
$9.7M +$9.45M 4 1.25% New
325
BCAM
Boston Common Asset Management
Massachusetts
$9.65M +$9.62M 2 0.6% New
11 12
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