← 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	WSA Wall Street Associates Lajolla, California	$9.28M	-$1.25M	3	0.87%	Reduced
352	TCM Tygh Capital Management Portland, Oregon	$9.24M	+$1.42M	2	1.65%	Increased
353	Trillium Asset Management Boston, Massachusetts	$9.21M	+$6.47M	2	0.59%	Increased
354	TU TDAM USA Toronto, Ontario, Canada	$9.11M	-$3.51M	2	0.41%	Reduced
355	WAM World Asset Management Detroit, Michigan	$9.06M	-$866K	5	0.36%	Reduced
356	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$9.03M	+$3.34M	3	0.29%	Increased
357	MPM Meritage Portfolio Management Overland Park, Kansas	$8.81M	+$4.51M	2	0.92%	Increased
358	Banque Pictet & Cie Geneva 73, Switzerland	$8.73M	+$8.43M	1	0.7%	New
359	BOK Financial Tulsa, Oklahoma	$8.7M	-$550K	3	0.3%	Reduced
360	Walleye Trading New York	$8.68M	-$6.27M	8	0.09%	Reduced
361	Thompson Siegel & Walmsley Richmond, Virginia	$8.61M	-$4.7M	4	0.15%	Reduced
362	SAM Scopus Asset Management New York	$8.58M	$0	1	0.15%	Maintained
363	EverPoint Asset Management Stamford, Connecticut	$8.5M	+$8.45M	2	0.16%	New
364	SI Sprott Inc Toronto, Ontario, Canada	$8.25M	+$2.09M	1	0.63%	Increased
365	GIM Grassi Investment Management Santa Clara, California	$8.25M	-$87.5K	2	1.55%	Reduced
366	Profund Advisors Bethesda, Maryland	$8.16M	-$5.43M	8	0.34%	Reduced
367	Oregon Public Employees Retirement Fund Tigard, Oregon	$8.14M	-$53.4K	3	0.19%	Reduced
368	BCM Bodri Capital Management San Francisco, California	$8.13M	-$6.79M	1	4.51%	Reduced
369	Utah Retirement Systems Salt Lake City, Utah	$8.1M	-$98.1K	3	0.22%	Reduced
370	SFP Santa Fe Partners Santa Fe, New Mexico	$8.06M	+$5.44M	3	1.1%	Increased
371	BPB Badgley, Phelps & Bell Seattle, Washington	$7.89M	-$138K	1	0.77%	Reduced
372	CAM Cubic Asset Management Boston, Massachusetts	$7.81M	+$3.45K	3	2.49%	Increased
373	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$7.8M	-$3.29M	1	0.14%	Reduced
374	DAM Deltec Asset Management New York	$7.68M	+$1.06M	1	1.69%	Increased
375	EI EAM Investors Solana Beach, California	$7.64M	-$1.49M	3	0.89%	Reduced