← 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	Huntington National Bank Columbus, Ohio	$27.3M	-$4.7M	5	0.48%	Reduced
302	William Blair Investment Management Chicago, Illinois	$27.2M	+$28.2M	1	0.1%	New
303	TAM Telemark Asset Management Boston, Massachusetts	$27M	$0	1	5.83%	Maintained
304	Mackenzie Financial Toronto Ontario, Ontario, Canada	$26.9M	-$7.57M	2	0.15%	Reduced
305	Columbia Wanger Asset Management Chicago, Illinois	$26.8M	+$30.3M	1	0.38%	New
306	GCP GSA Capital Partners London, United Kingdom	$26.7M	+$12M	9	1.74%	Increased
307	Profund Advisors Bethesda, Maryland	$26.5M	+$2.35M	9	1.2%	Increased
308	HBK Investments Dallas, Texas	$26.3M	+$28.1M	10	0.17%	Increased
309	Gulf International Bank (UK) London, United Kingdom	$25.8M	+$117K	3	0.37%	Increased
310	M&T Bank Buffalo, New York	$25.5M	-$57.6K	7	0.15%	Reduced
311	MPAM Monarch Partners Asset Management Boston, Massachusetts	$25.1M	+$25.3M	4	2.49%	Increased
312	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$24.4M	-$5.56M	2	2.64%	Reduced
313	SPCM Sound Point Capital Management New York	$24.4M	+$692K	1	4.99%	Increased
314	CIBC World Markets New York	$24.3M	+$16.2M	3	0.26%	Increased
315	UFF USA Financial Formulas Ada, Michigan	$24.3M	-$1.55M	8	5.85%	Reduced
316	Rafferty Asset Management New York	$23.7M	+$2.55M	6	0.68%	Increased
317	PIA Piedmont Investment Advisors Durham, North Carolina	$23.6M	+$1.04M	6	0.52%	Increased
318	AIP ARS Investment Partners New York	$23.4M	+$295K	2	3.23%	Increased
319	CEP Chicago Equity Partners Chicago, Illinois	$23.4M	-$3.37M	5	0.63%	Reduced
320	Nomura Holdings Tokyo, Japan	$23.3M	+$23.7M	6	0.06%	Increased
321	CAM Capstone Asset Management Houston, Texas	$23.2M	-$305K	11	0.65%	Reduced
322	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$23.2M	+$15.8M	6	1.69%	Increased
323	Thompson Siegel & Walmsley Richmond, Virginia	$23.1M	-$12.6M	5	0.27%	Reduced
324	Gofen & Glossberg Chicago, Illinois	$23.1M	-$36.5K	1	0.88%	Reduced
325	Paradigm Capital Management Inc Albany, New York	$23M	+$18.6M	2	2.07%	Increased