← 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	Cookson Peirce & Co Pittsburgh, Pennsylvania	$13.2M	+$12M	2	2.09%	Increased
302	Meag Munich Ergo Munich, Germany	$13.1M	+$11.5M	1	0.68%	New
303	Employees Retirement System of Texas Austin, Texas	$13M	+$2.51M	7	0.18%	Increased
304	KBC Group Brussels, Belgium	$12.9M	+$1.99M	8	0.21%	Increased
305	Public Employees Retirement Association of Colorado Denver, Colorado	$12.9M	+$161K	8	0.11%	Increased
306	Cullen/Frost Bankers San Antonio, Texas	$12.8M	+$501K	2	0.48%	Increased
307	CEP Chicago Equity Partners Chicago, Illinois	$12.7M	-$8.54M	4	0.37%	Reduced
308	Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$12.7M	+$1.44M	1	1.73%	Increased
309	Ionic Capital Management New York	$12.6M	-$182K	1	0.73%	Reduced
310	Cowen Inc New York	$12.5M	+$8.68M	1	0.47%	Increased
311	JP Morgan Private Wealth Advisors San Francisco, California	$12.4M	+$536K	5	0.12%	Increased
312	Robeco Institutional Asset Management Rotterdam, Netherlands	$12.3M	+$556K	4	0.1%	Increased
313	Royal London Asset Management United Kingdom	$12.2M	-$6.86M	3	0.3%	Reduced
314	HighTower Advisors Chicago, Illinois	$12M	-$3.54M	5	0.04%	Reduced
315	Meritage Portfolio Management Overland Park, Kansas	$11.9M	-$117K	2	1.35%	Reduced
316	QS Investors New York	$11.9M	-$4.6M	7	0.11%	Reduced
317	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$11.9M	-$107K	3	0.25%	Reduced
318	ExxonMobil Investment Management Irving, Texas	$11.8M	+$753K	3	0.27%	Increased
319	Fjarde Ap-fonden Stockholm, Sweden	$11.6M	+$1.41M	3	0.27%	Increased
320	OAM Origin Asset Management London, United Kingdom	$11.5M	+$9.9M	1	0.8%	New
321	Vident Investment Advisory Alpharetta, Georgia	$11.4M	+$4.98M	3	0.7%	Increased
322	PineBridge Investments New York	$11.3M	-$40.7K	8	0.58%	Reduced
323	Andra AP-fonden Goteborg, Sweden	$11.3M	+$1.08M	3	0.3%	Increased
324	OAM Oxford Asset Management Oxford, United Kingdom	$11M	-$3.93M	3	0.32%	Reduced
325	Boston Common Asset Management Boston, Massachusetts	$10.9M	-$142K	1	0.62%	Reduced