← 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	IRF IBM Retirement Fund Armonk, New York	$11.1M	-$169K	3	0.21%	Reduced
327	CCMH Cornerstone Capital Management Holdings New York	$11.1M	-$4.87M	8	0.1%	Reduced
328	United Capital Financial Advisors Irving, Texas	$10.8M	-$311K	2	0.12%	Reduced
329	JCM Jag Capital Management St Louis, Missouri	$10.7M	+$5.18M	1	1.96%	Increased
330	Artemis Investment Management Edinburgh, United Kingdom	$10.7M	-$1.04M	2	0.35%	Reduced
331	BUB BBVA USA Bancshares Houston, Texas	$10.6M	-$335K	2	0.59%	Reduced
332	AWCI Alpine Woods Capital Investors Purchase, New York	$10.6M	+$940K	1	0.54%	Increased
333	Foresters Investment Management New York	$10.6M	+$6.44M	3	0.2%	Increased
334	Jane Street New York	$10.4M	-$33.3M	5	0.07%	Reduced
335	Adams Diversified Equity Fund Baltimore, Maryland	$10.4M	+$4.92M	1	0.69%	Increased
336	Sculptor Capital New York	$10.2M	-$312M	1	0.03%	Reduced
337	Sterling Capital Management Charlotte, North Carolina	$10.2M	-$943K	2	0.09%	Reduced
338	MSR Main Street Research Lakeville, Connecticut	$10.1M	+$568K	2	2.08%	Increased
339	PCM Penn Capital Management Philadelphia, Pennsylvania	$10.1M	+$1.1M	1	0.42%	Increased
340	ExxonMobil Investment Management Irving, Texas	$10.1M	-$913K	3	0.25%	Reduced
341	GD Grandfield & Dodd New York	$10M	-$75.4K	1	1.53%	Reduced
342	VAM Visium Asset Management New York	$9.93M	-$14.2M	3	0.14%	Reduced
343	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$9.92M	-$11.7M	9	0.12%	Reduced
344	Fjarde Ap-fonden Stockholm, Sweden	$9.82M	-$546K	3	0.24%	Reduced
345	HGI Hansberger Growth Investors Madison, Wisconsin	$9.7M	-$8.02M	1	6.62%	Reduced
346	Mitsubishi UFJ Asset Management Tokyo, Japan	$9.68M	-$2.97M	3	0.3%	Reduced
347	TA Tiptree Advisors New York	$9.61M	+$10.3M	1	1.26%	New
348	STRS Ohio Columbus, Ohio	$9.61M	+$2.27M	7	0.04%	Increased
349	Nomura Asset Management Tokyo, Japan	$9.6M	-$1.05M	3	0.18%	Reduced
350	CC Curian Capital Denver, Colorado	$9.38M	-$4.88M	1	0.16%	Reduced