← 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	CCM Cobalt Capital Management Short Hills, New Jersey	$20.7M	-$23.1M	1	4.62%	Reduced
327	South Dakota Investment Council Sioux Falls, South Dakota	$20.7M	+$13.8M	3	0.45%	Increased
328	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$20.7M	-$1.09M	3	0.35%	Reduced
329	Suntrust Banks Atlanta, Georgia	$20.6M	-$751K	5	0.11%	Reduced
330	TCSAM Tyrus Capital S.A.M. Monaco	$20.4M	+$22.7M	1	31.77%	New
331	Zacks Investment Management Chicago, Illinois	$20.4M	-$1.95M	5	0.44%	Reduced
332	QS Investors New York	$20.4M	+$1.46M	9	0.2%	Increased
333	State of Alaska Department of Revenue Juneau, Alaska	$20.3M	+$2.81M	12	0.36%	Increased
334	LMR Partners London, United Kingdom	$20.3M	+$13.5M	4	1.05%	Increased
335	Huntington National Bank Columbus, Ohio	$20.2M	-$2.36M	9	0.34%	Reduced
336	BC Breakline Capital New York	$20M	+$16.2M	2	13.99%	Increased
337	HL Financial Services Louisville, Kentucky	$20M	+$4.35M	5	0.35%	Increased
338	Hancock Whitney Gulfport, Mississippi	$19.9M	+$1.37M	8	0.92%	Increased
339	MGM Miura Global Management New York	$19.8M	-$23.7M	1	4.67%	Reduced
340	GAAM Guinness Atkinson Asset Management Pasadena, California	$19.7M	$0	3	11.08%	Maintained
341	Public Employees Retirement Association of Colorado Denver, Colorado	$19.7M	-$2.06M	9	0.13%	Reduced
342	Tudor Investment Corp Stamford, Connecticut	$19.7M	+$14.2M	7	0.69%	Increased
343	Truist Financial Charlotte, North Carolina	$19.7M	+$2.42M	3	0.37%	Increased
344	Mason Street Advisors Milwaukee, Wisconsin	$19.6M	+$17K	12	0.43%	Increased
345	Boston Trust Walden Boston, Massachusetts	$19.5M	-$20K	2	0.29%	Reduced
346	Guinness Asset Management London, United Kingdom	$19.4M	+$4.2M	3	3.8%	Increased
347	LPL Financial San Diego, California	$19.4M	-$873K	10	0.05%	Reduced
348	Mondrian Investment Partners London, United Kingdom	$19.4M	-$4.5M	1	0.57%	Reduced
349	CIBC World Market Toronto, Ontario, Canada	$19.3M	-$12.5M	5	0.08%	Reduced
350	Andra AP-fonden Goteborg, Sweden	$19.2M	+$392K	3	0.52%	Increased