← 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
326	Mitsubishi UFJ Asset Management Tokyo, Japan	$9.64M	+$9.48M	4	0.27%	New
327	GD Grandfield & Dodd New York	$9.63M	+$9.37M	1	1.82%	New
328	ExxonMobil Investment Management Irving, Texas	$9.55M	+$9.41M	3	0.24%	New
329	Placemark Investments Chicago, Illinois	$9.35M	+$9.32M	6	0.2%	New
330	Balyasny Asset Management Chicago, Illinois	$9.33M	+$9.04M	2	0.16%	New
331	RA Rational Advisors Huntington, New York	$9.09M	+$9.07M	6	0.76%	New
332	Fuller & Thaler Asset Management San Mateo, California	$9.06M	+$8.82M	2	0.64%	New
333	TC TFS Capital West Chester, Pennsylvania	$8.93M	+$8.16M	6	0.38%	New
334	WBC Westpac Banking Corp Sydney, Australia	$8.9M	+$8.92M	4	0.14%	New
335	Asset Management One Tokyo, Japan	$8.88M	+$8.77M	3	0.14%	New
336	WCM Waterstone Capital Management St. Louis Park, Minnesota	$8.86M	+$9.04M	1	0.79%	New
337	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$8.82M	+$8.81M	5	0.15%	New
338	NC Northpointe Capital Bloomfield Hills, Michigan	$8.73M	+$8.52M	1	1.01%	New
339	DM Diker Management New York	$8.64M	+$6.89M	1	2.67%	New
340	ICM ICC Capital Management Orlando, Florida	$8.6M	+$8.38M	2	0.62%	New
341	Jupiter Asset Management London, United Kingdom	$8.47M	+$8.29M	2	0.38%	New
342	Aviva London, United Kingdom	$8.34M	+$8.23M	3	0.08%	New
343	RR Robotti Robert	$8.32M	+$8.53M	1	3.62%	New
344	ZDA Zweig-DiMenna Associates New York	$8.3M	+$8.08M	1	0.34%	New
345	VF Virtu Financial New York	$8.3M	+$7.95M	1	0.8%	New
346	Royal London Asset Management United Kingdom	$8.24M	+$8.11M	3	0.24%	New
347	Cullen/Frost Bankers San Antonio, Texas	$8.19M	+$8.26M	2	0.43%	New
348	CIM Contrarius Investment Management St. Helier, Jersey	$8.01M	+$7.79M	1	0.88%	New
349	NG NatWest Group Edinburgh, Scotland, United Kingdom	$8.01M	+$7.81M	2	0.11%	New
350	Nomura Asset Management Tokyo, Japan	$7.96M	+$7.83M	5	0.16%	New