← 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	PP PDT Partners New York	$15.7M	+$7.5M	4	0.42%	Increased
302	EA Euclid Advisors Hartford, Connecticut	$15.6M	-$3.76M	3	0.11%	Reduced
303	Two Sigma Advisers New York	$15.6M	+$4.24M	9	0.12%	Increased
304	CCMH Cornerstone Capital Management Holdings New York	$15.5M	+$3.01M	6	0.17%	Increased
305	ACP Ashfield Capital Partners San Francisco, California	$15.4M	-$1M	1	0.73%	Reduced
306	Walleye Trading New York	$15.4M	+$5.11M	3	0.21%	Increased
307	KG Killen Group Berwyn, Pennsylvania	$15.2M	-$663K	1	0.79%	Reduced
308	HCMT Highland Capital Management (Texas) Dallas, Texas	$15M	+$8.26M	2	0.55%	Increased
309	Palisade Capital Management Fort Lee, New Jersey	$14.9M	-$6.51M	1	0.36%	Reduced
310	EA Ecofin Advisors London, United Kingdom	$14.8M	+$10.8M	1	2.51%	Increased
311	CC Coastland Capital Palo Alto, California	$14.8M	+$10.7M	1	0.76%	Increased
312	Royal London Asset Management United Kingdom	$14.8M	-$1.8M	3	0.34%	Reduced
313	HighTower Advisors Chicago, Illinois	$14.7M	+$3.61M	5	0.25%	Increased
314	BUB BBVA USA Bancshares Houston, Texas	$14.7M	+$468K	2	0.64%	Increased
315	Farallon Capital Management San Francisco, California	$14.4M	+$13M	1	0.21%	New
316	Nisa Investment Advisors St. Louis, Missouri	$14.4M	-$304K	5	0.2%	Reduced
317	VHMC Value Holdings Management Company Hampton Bays, New York	$14.2M	+$311K	2	9.76%	Increased
318	Todd Asset Management Louisville, Kentucky	$14.2M	+$13.1M	2	0.4%	New
319	JP Morgan Private Wealth Advisors San Francisco, California	$14.1M	-$15.9K	5	0.24%	Reduced
320	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$13.9M	-$414K	4	0.29%	Reduced
321	Gulf International Bank (UK) London, United Kingdom	$13.8M	$0	3	0.26%	Maintained
322	Fjarde Ap-fonden Stockholm, Sweden	$13.7M	-$764K	3	0.27%	Reduced
323	Mitsubishi UFJ Asset Management Tokyo, Japan	$13.7M	+$644K	4	0.35%	Increased
324	Profund Advisors Bethesda, Maryland	$13.5M	+$4.43M	9	0.59%	Increased
325	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$13.3M	+$13.1M	1	0.11%	New