← 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	Cullen/Frost Bankers San Antonio, Texas	$13M	+$65.7K	2	0.52%	Increased
327	GD Grandfield & Dodd New York	$12.9M	-$376K	1	1.95%	Reduced
328	ExxonMobil Investment Management Irving, Texas	$12.8M	-$322K	3	0.29%	Reduced
329	IRF IBM Retirement Fund Armonk, New York	$12.8M	-$59.1K	3	0.25%	Reduced
330	CAM Contour Asset Management New York	$12.8M	+$12.2M	1	0.62%	New
331	Gofen & Glossberg Chicago, Illinois	$12.7M	+$2.51M	1	0.56%	Increased
332	IMOV Investment Management of Virginia Richmond, Virginia	$12.5M	+$4.65M	1	2.02%	Increased
333	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$12.5M	+$4.01M	2	1.74%	Increased
334	ARC Absolute Return Capital Boston, Massachusetts	$12.5M	-$1.53M	2	0.15%	Reduced
335	OAM Oxford Asset Management Oxford, United Kingdom	$12.4M	+$5.01M	5	0.4%	Increased
336	TU TDAM USA Toronto, Ontario, Canada	$12.2M	+$216K	2	0.51%	Increased
337	Zacks Investment Management Chicago, Illinois	$12M	-$1.15M	2	0.42%	Reduced
338	WSA Wall Street Associates Lajolla, California	$11.9M	+$61.5K	4	1.02%	Increased
339	Bank of Nova Scotia Toronto, Ontario, Canada	$11.9M	+$6.89K	1	0.05%	Increased
340	Jupiter Asset Management London, United Kingdom	$11.8M	-$57.1K	2	0.38%	Reduced
341	DekaBank Deutsche Girozentrale Frankfurt, Germany	$11.8M	+$6.08M	3	0.18%	Increased
342	BCAM Boston Common Asset Management Boston, Massachusetts	$11.6M	+$1.2M	2	0.63%	Increased
343	CC Curian Capital Denver, Colorado	$11.6M	+$85.8K	1	0.2%	Increased
344	WAM World Asset Management Detroit, Michigan	$11.6M	-$202K	5	0.35%	Reduced
345	FSA Financial Sense Advisors San Diego, California	$11.5M	-$1.5M	1	4.53%	Reduced
346	Advisors Asset Management Monument, Colorado	$11.4M	+$1.11M	6	0.16%	Increased
347	BLM Bennett Lawrence Management New York	$11.4M	+$6.78M	2	2%	Increased
348	TH Timber Hill Greenwich, Connecticut	$11.4M	+$8.18M	5	0.05%	Increased
349	TI Turner Investments Berwyn, Pennsylvania	$11.3M	-$6.66M	3	0.5%	Reduced
350	KCM Kingdon Capital Management New York	$11.2M	+$2.47M	1	0.43%	Increased