← 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	Virginia Retirement Systems Richmond, Virginia	$14.1M	+$12.7M	2	0.21%	Increased
302	Chartwell Investment Partners Berywn, Pennsylvania	$14.1M	+$84.3K	1	0.28%	Increased
303	Scout Investments Kansas City, Missouri	$13.9M	+$9.4M	2	0.26%	Increased
304	Natixis Advisors Boston, Massachusetts	$13.8M	+$810K	4	0.24%	Increased
305	TC TFS Capital West Chester, Pennsylvania	$13.7M	+$10.9K	4	1.34%	Increased
306	PAM Paradigm Asset Management New York	$13.5M	+$122K	7	1.5%	Increased
307	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$13.4M	+$461K	2	1.8%	Increased
308	Nisa Investment Advisors St. Louis, Missouri	$13.3M	-$594K	5	0.19%	Reduced
309	Clal Insurance Tel-Aviv, Israel	$13.2M	-$3.42M	1	0.3%	Reduced
310	Gulf International Bank (UK) London, United Kingdom	$13.1M	+$18.1K	3	0.23%	Increased
311	Numeric Investors Boston, Massachusetts	$13M	+$2.1M	3	0.15%	Increased
312	Capital Fund Management (CFM) Paris, France	$12.9M	+$6.47M	1	0.16%	Increased
313	Zacks Investment Management Chicago, Illinois	$12.8M	-$2.53M	2	0.41%	Reduced
314	PineBridge Investments New York	$12.7M	-$3.41M	8	0.5%	Reduced
315	Parallax Volatility Advisers San Francisco, California	$12.4M	-$5.85M	3	0.03%	Reduced
316	HBK Investments Dallas, Texas	$12.3M	+$10.2M	3	0.13%	Increased
317	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$12.1M	+$581K	4	0.24%	Increased
318	DM Delphi Management Brookline, Massachusetts	$12M	+$1.73M	1	1.61%	Increased
319	KeyBank National Association Cleveland, Ohio	$11.9M	-$3.83M	5	0.08%	Reduced
320	UBS O'Connor Chicago, Illinois	$11.7M	+$9.74M	1	0.1%	Increased
321	QS Investors New York	$11.7M	-$5.04M	5	0.14%	Reduced
322	RS Investment Management San Francisco, California	$11.5M	+$2.68M	1	0.1%	Increased
323	QCMC Quantum Capital Management (California) San Francisco, California	$11.3M	+$4.83M	1	1.62%	Increased
324	Cubist Systematic Strategies Stamford, Connecticut	$11.2M	-$1.84M	8	0.55%	Reduced
325	CC Coastland Capital Palo Alto, California	$11.2M	+$10.8M	1	0.3%	New