← 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
351	HP Harvey Partners Tarrytown, New York	$7.96M	+$7.89M	1	3.97%	New
352	Manning & Napier Advisors Fairport, New York	$7.95M	+$8.34M	2	0.04%	New
353	CC Curian Capital Denver, Colorado	$7.93M	+$7.71M	1	0.14%	New
354	LBG Lloyds Banking Group London, United Kingdom	$7.93M	+$7.81M	3	0.08%	New
355	MCP Moab Capital Partners Southampton, New York	$7.9M	+$7.71M	1	4.74%	New
356	CM Capital Management Glen Allen, Virginia	$7.87M	+$7.65M	1	3.27%	New
357	ARTA A.R.T. Advisors New York	$7.77M	+$8.05M	7	0.25%	New
358	DL Delta Lloyd Amsterdam, Netherlands	$7.68M	+$8.11M	3	0.3%	New
359	Employees Retirement System of Texas Austin, Texas	$7.68M	+$7.62M	4	0.09%	New
360	PIA Philadelphia International Advisors Philadelphia, Pennsylvania	$7.63M	+$8.2M	1	1.72%	New
361	MTC McDaniel Terry & Co Austin, Texas	$7.49M	+$8.05M	1	2.22%	New
362	Moore Capital Management New York	$7.46M	+$7.26M	1	0.18%	New
363	GH GAM Holding Zurich, Switzerland	$7.4M	+$7.27M	3	0.16%	New
364	I.G. Investment Management Winnipeg, Manitoba, Canada	$7.39M	+$7.28M	3	0.03%	New
365	GGHC Gilder Gagnon Howe & Co New York	$7.38M	+$7.36M	2	0.14%	New
366	PineBridge Investments New York	$7.16M	+$7M	8	0.23%	New
367	JGC J. Goldman & Co New York	$7.09M	+$7.23M	1	0.72%	New
368	JP Morgan Private Wealth Advisors San Francisco, California	$7.02M	+$7.06M	4	0.17%	New
369	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$6.84M	+$6.7M	1	0.27%	New
370	B BP London, United Kingdom	$6.71M	+$6.53M	1	0.41%	New
371	Nuveen Charlotte, North Carolina	$6.64M	+$6.61M	5	0.04%	New
372	ArrowMark Colorado Holdings Denver, Colorado	$6.63M	+$6.69M	2	1.78%	New
373	PGGM Investments Zeist, Netherlands	$6.46M	+$6.33M	1	0.04%	New
374	Jacobs Levy Equity Management Florham Park, New Jersey	$6.45M	+$5.99M	4	0.11%	New
375	CSM Central Square Management Naperville, Illinois	$6.42M	+$6.52M	1	5.29%	New