← 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	BCAM Boston Common Asset Management Boston, Massachusetts	$10.4M	-$299K	1	0.6%	Reduced
352	SCM SG Capital Management Chicago, Illinois	$10.4M	-$6.85M	2	2.56%	Reduced
353	FHAM Folger Hill Asset Management New York	$10.4M	+$9.06M	2	0.81%	Increased
354	Moore Capital Management New York	$10.4M	+$4.71M	2	0.41%	Increased
355	Barings Charlotte, North Carolina	$10.2M	+$2.44M	5	0.26%	Increased
356	WAM World Asset Management Detroit, Michigan	$10.2M	+$361K	5	0.39%	Increased
357	BOK Financial Tulsa, Oklahoma	$10.1M	+$416K	2	0.36%	Increased
358	VAM Visium Asset Management New York	$10.1M	-$3.5M	3	0.7%	Reduced
359	RBA Richard Bernstein Advisors New York	$10M	$0	3	0.95%	Maintained
360	CIA CCM Investment Advisers Columbia, South Carolina	$10M	+$9.59M	2	0.93%	New
361	PineBridge Investments New York	$9.94M	-$1.5M	9	0.51%	Reduced
362	TU TDAM USA Toronto, Ontario, Canada	$9.88M	-$746K	1	0.49%	Reduced
363	Cubist Systematic Strategies Stamford, Connecticut	$9.7M	+$3.88M	4	0.56%	Increased
364	AL Airain Ltd St. Peter Port, Guernsey	$9.61M	+$6.09M	3	0.56%	Increased
365	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$9.59M	+$8.82M	1	0.37%	New
366	Baker Avenue Asset Management San Francisco, California	$9.59M	-$2.23M	1	1.44%	Reduced
367	GH GAM Holding Zurich, Switzerland	$9.52M	+$2.42M	3	0.15%	Increased
368	Mitsubishi UFJ Asset Management Tokyo, Japan	$9.49M	-$401K	3	0.25%	Reduced
369	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$9.46M	-$814K	1	0.39%	Reduced
370	HGI Hansberger Growth Investors Madison, Wisconsin	$9.46M	-$848K	1	7.34%	Reduced
371	Clal Insurance Tel-Aviv, Israel	$9.43M	-$1.29M	1	0.24%	Reduced
372	BPB Badgley, Phelps & Bell Seattle, Washington	$9.39M	+$355K	1	0.86%	Increased
373	PGGM Investments Zeist, Netherlands	$9.38M	-$16.5M	1	0.05%	Reduced
374	AR Advisory Research Chicago, Illinois	$9.34M	+$5.71M	1	0.16%	Increased
375	Utah Retirement Systems Salt Lake City, Utah	$9.31M	-$113K	3	0.25%	Reduced