← 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	People's United Financial Bridgeport, Connecticut	$12.5M	+$9.32M	4	0.67%	Increased
327	SCA Secor Capital Advisors New York	$12.2M	+$5.9M	7	1.54%	Increased
328	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$12.2M	-$486K	3	0.26%	Reduced
329	Martingale Asset Management Boston, Massachusetts	$12.2M	+$5.75M	3	0.2%	Increased
330	AIP ARS Investment Partners New York	$12.1M	+$5.2M	1	2.71%	Increased
331	SI Sprott Inc Toronto, Ontario, Canada	$12.1M	$0	2	0.62%	Maintained
332	HighTower Advisors Chicago, Illinois	$12M	-$261K	4	0.15%	Reduced
333	Fjarde Ap-fonden Stockholm, Sweden	$12M	-$397K	3	0.28%	Reduced
334	Andra AP-fonden Goteborg, Sweden	$12M	+$21.2K	3	0.31%	Increased
335	AGF Investments Inc Toronto, Ontario, Canada	$12M	+$10.1M	1	0.13%	Increased
336	Davis Selected Advisers Tucson, Arizona	$11.7M	+$3.09M	2	0.05%	Increased
337	SCM Stevens Capital Management Radnor, Pennsylvania	$11.6M	+$10.1M	5	0.46%	Increased
338	United Capital Financial Advisors Irving, Texas	$11.5M	-$4.37M	3	0.12%	Reduced
339	KeyBank National Association Cleveland, Ohio	$11.3M	+$136K	6	0.07%	Increased
340	Adams Diversified Equity Fund Baltimore, Maryland	$11.3M	+$571K	3	0.76%	Increased
341	CIM Calvert Investment Management Bethesda, Maryland	$11.3M	+$7.65M	4	0.46%	Increased
342	GD Grandfield & Dodd New York	$11.3M	-$318K	1	1.58%	Reduced
343	TCM Tributary Capital Management Omaha, Nebraska	$11M	+$2.18M	2	1.61%	Increased
344	LIM Longfellow Investment Management Boston, Massachusetts	$11M	+$10.8M	1	3.91%	New
345	PAM Paradigm Asset Management New York	$10.9M	+$1.09M	7	1.9%	Increased
346	AIC AWM Investment Company New York	$10.9M	$0	2	2.32%	Maintained
347	Paradigm Capital Management Inc Albany, New York	$10.8M	+$1.91M	2	1.32%	Increased
348	AAM AO Asset Management New York	$10.8M	+$9.93M	1	2.83%	New
349	Engineers Gate Manager New York	$10.7M	+$1.65M	3	0.77%	Increased
350	TCM Tran Capital Management San Rafael, California	$10.5M	+$10.1M	1	0.36%	New