← 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
HighTower Advisors
HighTower Advisors
Illinois
$17.3M +$1.73M 5 0.19% Increased
327
Braun Stacey Associates
Braun Stacey Associates
New York
$17.3M -$5.81M 1 1.14% Reduced
328
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$17.3M +$1.59M 3 0.32% Increased
329
Profund Advisors
Profund Advisors
Maryland
$16.9M +$1.87M 9 0.78% Increased
330
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$16.8M +$5.16M 4 0.25% Increased
331
DIA
Denver Investment Advisors
Colorado
$16.8M -$1.66M 2 0.71% Reduced
332
JCM
Jag Capital Management
Missouri
$16.6M -$2.35M 1 3.36% Reduced
333
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$16.5M -$2.23K 1 1.96% Reduced
334
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$16.4M -$4.27M 4 0.15% Reduced
335
Driehaus Capital Management
Driehaus Capital Management
Illinois
$16.4M +$12.6M 6 0.58% Increased
336
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$16.3M +$257K 2 0.41% Increased
337
MTIP
Magee Thomson Investment Partners
California
$16.2M -$600K 2 5.63% Reduced
338
HEIP
Hudson Edge Investment Partners
New Jersey
$16.1M +$149K 2 2.2% Increased
339
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$16.1M $0 1 0.03% Maintained
340
SH
SeaTown Holdings
Singapore
$16.1M $0 1 3.69% Maintained
341
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$15.9M -$340K 2 0.55% Reduced
342
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$15.6M +$14.9M 3 0.46% New
343
RIG
Roosevelt Investment Group
New York
$15.5M -$1.89M 1 1.38% Reduced
344
PP
PDT Partners
New York
$15.5M -$1.53M 5 1.02% Reduced
345
Harris Associates
Harris Associates
Illinois
$15.5M -$106M 2 0.03% Reduced
346
EI
EAM Investors
California
$15.5M +$45.4K 7 2.06% Increased
347
LSA
L & S Advisors
California
$15.4M -$810K 2 3.5% Reduced
348
BOK Financial
BOK Financial
Oklahoma
$15.3M +$379K 5 0.5% Increased
349
KeyBank National Association
KeyBank National Association
Ohio
$15.2M -$969K 5 0.09% Reduced
350
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$15.2M +$737K 3 0.94% Increased