← 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	NRC North Run Capital Boston, Massachusetts	$16.1M	+$14.6M	1	2.53%	New
327	FA Friess Associates Greenville, Delaware	$16M	+$14.8M	1	1.55%	New
328	JCM Jag Capital Management St Louis, Missouri	$15.9M	+$3.11M	1	3.1%	Increased
329	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$15.9M	-$1.02M	2	2.02%	Reduced
330	Analytic Investors Los Angeles, California	$15.9M	+$12.9M	2	0.18%	Increased
331	MTIP Magee Thomson Investment Partners San Diego, California	$15.7M	+$14.6M	2	5.2%	New
332	DIA Denver Investment Advisors Denver, Colorado	$15.7M	+$12.1M	2	0.69%	Increased
333	RIG Roosevelt Investment Group New York	$15.6M	+$8.85M	1	1.24%	Increased
334	EPCM Eton Park Capital Management New York	$15.6M	+$16.1M	1	0.27%	New
335	KPF K2 Principal Fund Toronto, Ontario, Canada	$15.3M	+$7.95M	1	1.72%	Increased
336	HSA Hussman Strategic Advisors Ellicott City, Maryland	$15.2M	+$8.15M	2	2.51%	Increased
337	PP PDT Partners New York	$15.1M	+$4.29M	4	0.89%	Increased
338	SH SeaTown Holdings Singapore	$15M	+$13.9M	1	2.84%	New
339	ExxonMobil Investment Management Irving, Texas	$15M	-$235K	3	0.31%	Reduced
340	KeyBank National Association Cleveland, Ohio	$14.9M	+$1.07M	5	0.09%	Increased
341	LSA L & S Advisors Los Angeles, California	$14.9M	+$5.56M	2	4.12%	Increased
342	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$14.9M	-$3.24M	2	2.23%	Reduced
343	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$14.8M	+$119K	1	1.87%	Increased
344	HI Honeywell International Charlotte, North Carolina	$14.7M	-$21.4M	1	0.51%	Reduced
345	Davis Selected Advisers Tucson, Arizona	$14.7M	+$58K	2	0.06%	Increased
346	Candriam SCA Strassen, Luxembourg, Luxembourg	$14.7M	+$8.88M	4	0.35%	Increased
347	RCM Riverhead Capital Management Wilmington, Delaware	$14.7M	+$10.5M	10	0.95%	Increased
348	ECP Elk Creek Partners Denver, Colorado	$14.6M	-$547K	1	0.96%	Reduced
349	Cullen/Frost Bankers San Antonio, Texas	$14.6M	-$186K	2	0.52%	Reduced
350	Public Employees Retirement Association of Colorado Denver, Colorado	$14.4M	-$613K	8	0.12%	Reduced