← 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	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$18.6M	-$7.33M	3	1.34%	Reduced
302	RIM Rainier Investment Management Seattle, Washington	$18.6M	-$13.3M	2	1.2%	Reduced
303	YCM Yakira Capital Management Westport, Connecticut	$18.6M	+$50.4K	1	4.95%	Increased
304	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$18.6M	+$2.56M	4	0.18%	Increased
305	Kennedy Capital Management St Louis, Missouri	$18.5M	-$2.44M	5	0.36%	Reduced
306	OMERS Administration Corp Toronto, Ontario, Canada	$18.5M	+$4.31M	2	0.33%	Increased
307	Advisors Asset Management Monument, Colorado	$18.3M	-$8.11M	6	0.3%	Reduced
308	PWAG Polaris Wealth Advisory Group San Rafael, California	$18.3M	+$17.6M	1	2.19%	New
309	VIA Virtus Investment Advisers Hartford, Connecticut	$18.3M	+$17.5M	3	1.17%	New
310	Gulf International Bank (UK) London, United Kingdom	$17.9M	-$539K	3	0.29%	Reduced
311	Alyeska Investment Group Chicago, Illinois	$17.6M	+$2.2M	1	0.16%	Increased
312	Hancock Whitney Gulfport, Mississippi	$17.4M	+$15.2M	3	0.69%	Increased
313	OAMG Odey Asset Management Group London, United Kingdom	$17.3M	+$13.6M	1	1.25%	Increased
314	CAM Capstone Asset Management Houston, Texas	$17.3M	+$308K	10	0.5%	Increased
315	Cookson Peirce & Co Pittsburgh, Pennsylvania	$17.2M	+$4.56M	3	2.43%	Increased
316	Reinhart Partners Mequon, Wisconsin	$17M	-$1.25M	1	1.69%	Reduced
317	JP Morgan Private Wealth Advisors San Francisco, California	$17M	+$919K	5	0.16%	Increased
318	People's United Financial Bridgeport, Connecticut	$17M	+$2.82M	4	0.89%	Increased
319	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$17M	+$4.55M	1	0.49%	Increased
320	PIA Piedmont Investment Advisors Durham, North Carolina	$16.9M	+$5.38M	3	0.37%	Increased
321	AIP ARS Investment Partners New York	$16.5M	+$1.14M	1	3.61%	Increased
322	Todd Asset Management Louisville, Kentucky	$16.3M	+$15.1M	1	0.49%	New
323	TCM Tran Capital Management San Rafael, California	$16.3M	+$4.25M	1	0.67%	Increased
324	Andra AP-fonden Goteborg, Sweden	$16.3M	+$2.73M	3	0.44%	Increased
325	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$16.2M	-$5.92M	4	0.18%	Reduced