← 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	BPCM Beach Point Capital Management Santa Monica, California	$11M	+$9.06M	1	2.16%	Increased
352	SRFM Shannon River Fund Management New York	$10.9M	+$10.1M	1	0.57%	New
353	ArrowMark Colorado Holdings Denver, Colorado	$10.9M	-$1.35M	2	0.31%	Reduced
354	Placemark Investments Chicago, Illinois	$10.8M	+$106K	6	0.19%	Increased
355	Jefferies Group New York	$10.7M	-$6.78M	4	0.09%	Reduced
356	CIBC Asset Management Toronto, Ontario, Canada	$10.6M	-$1.03M	4	0.06%	Reduced
357	Avalon Investment & Advisory Houston, Texas	$10.5M	-$17.6K	1	0.53%	Reduced
358	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$10.4M	+$1.44M	5	0.31%	Increased
359	Guardian Capital (Canada) Toronto, Ontario, Canada	$10.4M	+$312K	2	0.15%	Increased
360	CCM Cupps Capital Management Chicago, Illinois	$10.3M	-$10M	2	0.84%	Reduced
361	UMB Bank Kansas City, Missouri	$10.3M	-$113K	2	0.49%	Reduced
362	TCP Tourbillon Capital Partners New York	$10.2M	+$1.01M	1	0.59%	Increased
363	KLC Knowledge Leaders Capital Denver, Colorado	$10.2M	-$997K	1	2.97%	Reduced
364	Capital Guardian Trust Los Angeles, California	$10.2M	-$5.88M	2	0.07%	Reduced
365	HCM Horan Capital Management Hunt Valley, Maryland	$10.1M	-$427K	1	3.41%	Reduced
366	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$9.65M	+$10.3M	1	0.18%	New
367	Massachusetts Financial Services Boston, Massachusetts	$9.64M	+$72.9K	2	0.01%	Increased
368	WAM Wood Asset Management Sarasota, Florida	$9.46M	+$8.56M	1	3.22%	New
369	GIM Grassi Investment Management Santa Clara, California	$9.34M	+$192K	2	2.04%	Increased
370	QCMC Quantum Capital Management (California) San Francisco, California	$9.21M	-$975K	1	1.58%	Reduced
371	PGGM Investments Zeist, Netherlands	$9.17M	+$310K	1	0.04%	Increased
372	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$9.14M	+$1.04M	1	0.62%	Increased
373	NCGI Next Century Growth Investors Plymouth, Minnesota	$9.08M	+$8.22M	1	0.29%	New
374	Voloridge Investment Management Jupiter, Florida	$9.08M	-$1.04M	1	0.87%	Reduced
375	NG NatWest Group Edinburgh, Scotland, United Kingdom	$8.97M	-$121K	2	0.38%	Reduced