← 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	Scout Investments Kansas City, Missouri	$22.5M	-$26.3M	2	0.65%	Reduced
327	Marsico Capital Management Denver, Colorado	$22.5M	-$1.6M	2	0.94%	Reduced
328	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$22.4M	-$3.64M	4	0.51%	Reduced
329	Cookson Peirce & Co Pittsburgh, Pennsylvania	$22.4M	-$1.06M	2	2.52%	Reduced
330	Bank of Nova Scotia Toronto, Ontario, Canada	$21.7M	-$17.8M	3	0.11%	Reduced
331	HHC Hutchin Hill Capital New York	$21.7M	+$8.42M	7	0.73%	Increased
332	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$21.5M	+$34K	1	2.46%	Increased
333	KeyBank National Association Cleveland, Ohio	$21.5M	-$2.2M	4	0.13%	Reduced
334	GAMCO Investors Greenwich, Connecticut	$21.3M	+$6.13M	1	0.14%	Increased
335	PP Paloma Partners Greenwich, Connecticut	$21.3M	+$14.3M	7	0.25%	Increased
336	AGF Investments Inc Toronto, Ontario, Canada	$21.3M	-$87.9M	1	0.24%	Reduced
337	KCM Kingdon Capital Management New York	$21.2M	-$210K	1	1.45%	Reduced
338	TGA Trilogy Global Advisors Winter Park, Florida	$21.2M	-$9.39M	1	0.71%	Reduced
339	CIBC World Market Toronto, Ontario, Canada	$21.1M	-$8.24M	3	0.09%	Reduced
340	RI Redwood Investments Boston, Massachusetts	$21.1M	-$773K	2	2.12%	Reduced
341	Natixis Advisors Boston, Massachusetts	$20.8M	+$1.95M	6	0.23%	Increased
342	SI Sensato Investors San Francisco, California	$20.7M	+$8.52M	2	5.24%	Increased
343	Soros Fund Management New York	$20.6M	-$60.9M	1	0.37%	Reduced
344	Hancock Whitney Gulfport, Mississippi	$20.6M	-$1.48M	6	0.87%	Reduced
345	Associated Banc-Corp Green Bay, Wisconsin	$20.5M	-$3.85M	2	1.16%	Reduced
346	NG NatWest Group Edinburgh, Scotland, United Kingdom	$20.5M	+$4.31M	1	4.73%	Increased
347	BA Broadview Advisors Milwaukee, Wisconsin	$20.4M	-$10.9M	1	3.02%	Reduced
348	GCP Garelick Capital Partners Boston, Massachusetts	$20.4M	+$21.1M	2	4.41%	New
349	PWAG Polaris Wealth Advisory Group San Rafael, California	$20.2M	-$25.9M	1	2.29%	Reduced
350	Fjarde Ap-fonden Stockholm, Sweden	$20.1M	+$3.34M	3	0.41%	Increased