← 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	PIA Piedmont Investment Advisors Durham, North Carolina	$25M	-$2.53M	4	0.5%	Reduced
327	GCP GSA Capital Partners London, United Kingdom	$24.7M	+$3.78M	9	1.5%	Increased
328	Huntington National Bank Columbus, Ohio	$24.7M	-$2.37M	8	0.39%	Reduced
329	Highbridge Capital Management New York	$24.6M	+$22.2M	7	0.44%	Increased
330	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$24.6M	+$2.66M	2	2.31%	Increased
331	PWAG Polaris Wealth Advisory Group San Rafael, California	$24.5M	+$579K	1	2.01%	Increased
332	KeyBank National Association Cleveland, Ohio	$24.5M	-$2.42M	5	0.14%	Reduced
333	Natixis Advisors Boston, Massachusetts	$24.4M	-$5.46M	6	0.25%	Reduced
334	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$24.3M	+$862K	5	0.4%	Increased
335	O'Shaughnessy Asset Management Stamford, Connecticut	$24.1M	-$44.1M	8	0.56%	Reduced
336	IECM Intrinsic Edge Capital Management Chicago, Illinois	$24.1M	+$14.5M	3	4.18%	Increased
337	ICOM Investment Counselors of Maryland Baltimore, Maryland	$24M	+$3.82M	1	1.19%	Increased
338	Public Employees Retirement Association of Colorado Denver, Colorado	$24M	+$1.98M	10	0.15%	Increased
339	Cullen/Frost Bankers San Antonio, Texas	$23.8M	-$515K	2	0.75%	Reduced
340	JP Morgan Private Wealth Advisors San Francisco, California	$23.7M	-$1.4M	5	0.16%	Reduced
341	Boston Trust Walden Boston, Massachusetts	$23.7M	-$198K	2	0.35%	Reduced
342	Avalon Investment & Advisory Houston, Texas	$23.7M	+$895K	3	0.74%	Increased
343	ARTA A.R.T. Advisors New York	$23.6M	+$15.3M	12	1.05%	Increased
344	ELI Empire Life Investments Toronto, Ontario, Canada	$23.6M	+$311K	1	1.82%	Increased
345	CEP Chicago Equity Partners Chicago, Illinois	$23.4M	+$3.17M	9	0.71%	Increased
346	Xact Kapitalforvaltning Stockholm, Sweden	$23.3M	+$537K	5	0.56%	Increased
347	SAM Shell Asset Management The Hague, Netherlands	$23.3M	+$737K	8	0.46%	Increased
348	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$23.3M	-$416K	1	0.37%	Reduced
349	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$22.9M	-$263K	3	0.42%	Reduced
350	Natixis Paris, France	$22.8M	+$8.97M	2	0.18%	Increased