← 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	GP GLG Partners London, United Kingdom	$20.7M	+$14.8M	2	0.83%	Increased
302	OCM Osterweis Capital Management San Francisco, California	$20.4M	+$19.8M	1	1.47%	New
303	RHJA Rice Hall James & Associates San Diego, California	$20.2M	-$20.3M	3	1.02%	Reduced
304	UFF USA Financial Formulas Ada, Michigan	$20.2M	+$4.59M	6	5.02%	Increased
305	Gofen & Glossberg Chicago, Illinois	$20.2M	-$111K	1	0.82%	Reduced
306	Hancock Whitney Gulfport, Mississippi	$20.1M	+$1.33M	5	0.75%	Increased
307	M&T Bank Buffalo, New York	$20M	-$1.54M	8	0.12%	Reduced
308	PHS PFM Health Sciences San Francisco, California	$19.9M	+$18.8M	1	0.56%	New
309	PGGM Investments Zeist, Netherlands	$19.6M	+$7.64M	2	0.1%	Increased
310	CIM Calvert Investment Management Bethesda, Maryland	$19.6M	+$4.77M	4	0.73%	Increased
311	Gulf International Bank (UK) London, United Kingdom	$19.5M	+$20.3K	3	0.3%	Increased
312	CAM Capstone Asset Management Houston, Texas	$19.5M	+$889K	11	0.56%	Increased
313	Fuller & Thaler Asset Management San Mateo, California	$19.4M	+$1.4M	3	0.29%	Increased
314	T TOBAM Paris, France	$19.4M	+$18.8M	1	0.79%	New
315	HHC Hutchin Hill Capital New York	$19.3M	+$13.9M	4	0.67%	Increased
316	Kennedy Capital Management St Louis, Missouri	$19.1M	-$1.56M	5	0.33%	Reduced
317	JP Morgan Private Wealth Advisors San Francisco, California	$18.8M	-$189K	6	0.16%	Reduced
318	Associated Banc-Corp Green Bay, Wisconsin	$18.8M	+$6.8M	2	1.17%	Increased
319	Zacks Investment Management Chicago, Illinois	$18.8M	-$7.18M	8	0.54%	Reduced
320	Cookson Peirce & Co Pittsburgh, Pennsylvania	$18.6M	-$595K	2	2.58%	Reduced
321	SI Sensato Investors San Francisco, California	$18.6M	-$25.2M	3	3.19%	Reduced
322	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$18.3M	-$1.61M	3	1.26%	Reduced
323	PIA Piedmont Investment Advisors Durham, North Carolina	$17.9M	-$404K	3	0.37%	Reduced
324	Balyasny Asset Management Chicago, Illinois	$17.8M	+$14.2M	3	0.1%	Increased
325	AIP ARS Investment Partners New York	$17.4M	-$192K	1	2.68%	Reduced