← 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	First Pacific Advisors El Segundo, California	$27.9M	+$4.68M	1	0.21%	Increased
327	PIA Piedmont Investment Advisors Durham, North Carolina	$27.9M	-$1.86M	6	0.59%	Reduced
328	Huntington National Bank Columbus, Ohio	$27.4M	-$5.48M	8	0.46%	Reduced
329	KeyBank National Association Cleveland, Ohio	$27M	+$195K	5	0.16%	Increased
330	KL Kokino LLC Stamford, Connecticut	$27M	$0	1	47.22%	Maintained
331	Davis Selected Advisers Tucson, Arizona	$26.9M	-$10.7M	2	0.11%	Reduced
332	NA Navellier & Associates Reno, Nevada	$26.5M	+$3.39M	9	5.14%	Increased
333	GCP Garelick Capital Partners Boston, Massachusetts	$26.4M	+$680K	2	5.41%	Increased
334	Eaton Vance Management Boston, Massachusetts	$26.3M	-$7.39M	6	0.07%	Reduced
335	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$26.2M	+$15.9M	3	0.57%	Increased
336	AIC AWM Investment Company New York	$26M	-$2.91M	2	4.54%	Reduced
337	IC Inverness Counsel New York	$25.6M	+$8.34M	1	1.81%	Increased
338	KCM Kingdon Capital Management New York	$25.5M	-$1.1M	1	1.66%	Reduced
339	Fjarde Ap-fonden Stockholm, Sweden	$25.2M	+$3.15K	3	0.48%	Increased
340	JP Morgan Private Wealth Advisors San Francisco, California	$25.2M	+$1.46M	4	0.18%	Increased
341	Hancock Whitney Gulfport, Mississippi	$24.8M	-$918K	7	1.05%	Reduced
342	TCM Twin Capital Management Mcmurray, Pennsylvania	$24.6M	+$2.1M	3	1.29%	Increased
343	PWAG Polaris Wealth Advisory Group San Rafael, California	$24.4M	-$868K	1	2.15%	Reduced
344	Cullen/Frost Bankers San Antonio, Texas	$24.4M	-$936K	2	0.8%	Reduced
345	BCAM Boston Common Asset Management Boston, Massachusetts	$24.3M	+$3.83M	2	3.02%	Increased
346	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$23.7M	-$758K	4	0.39%	Reduced
347	FP Foundry Partners Minneapolis, Minnesota	$23.6M	+$5.3M	3	0.94%	Increased
348	ELI Empire Life Investments Toronto, Ontario, Canada	$23.5M	-$399K	1	1.9%	Reduced
349	Moore Capital Management New York	$23.4M	+$4.52M	1	0.45%	Increased
350	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$23.4M	-$123K	3	0.44%	Reduced