← 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	ICRM Insight Capital Research & Management Walnut Creek, California	$14.4M	+$8.9M	4	6.42%	Increased
352	BPM Bowling Portfolio Management Cincinnati, Ohio	$14.4M	+$6.97M	3	2.01%	Increased
353	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$14.4M	$0	1	0.41%	Maintained
354	UFF USA Financial Formulas Ada, Michigan	$14.3M	+$10.8M	4	3.67%	Increased
355	HighTower Advisors Chicago, Illinois	$14.3M	+$607K	5	0.17%	Increased
356	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$14.3M	+$176K	3	0.29%	Increased
357	AIA Affinity Investment Advisors Newport Beach, California	$14.2M	-$774K	3	1.2%	Reduced
358	Fifth Third Bancorp Cincinnati, Ohio	$14M	-$3.04M	8	0.12%	Reduced
359	Artemis Investment Management Edinburgh, United Kingdom	$14M	+$4.07M	1	0.39%	Increased
360	Fjarde Ap-fonden Stockholm, Sweden	$14M	+$98.5K	3	0.31%	Increased
361	SI Sprott Inc Toronto, Ontario, Canada	$13.9M	+$30.9K	2	0.49%	Increased
362	GD Grandfield & Dodd New York	$13.9M	-$332K	1	1.82%	Reduced
363	QS Investors New York	$13.8M	-$3.12M	6	0.11%	Reduced
364	Baird Financial Group Milwaukee, Wisconsin	$13.7M	-$667K	2	0.12%	Reduced
365	Profund Advisors Bethesda, Maryland	$13.6M	+$5.71M	8	0.65%	Increased
366	United Capital Financial Advisors Irving, Texas	$13.5M	+$1.6M	4	0.13%	Increased
367	CIM Calvert Investment Management Bethesda, Maryland	$13.5M	-$398K	4	0.5%	Reduced
368	Fuller & Thaler Asset Management San Mateo, California	$13.5M	+$10.3M	3	0.22%	Increased
369	BOK Financial Tulsa, Oklahoma	$13.4M	+$1.84M	4	0.44%	Increased
370	AIC AWM Investment Company New York	$13.3M	$0	2	2.44%	Maintained
371	Natixis Advisors Boston, Massachusetts	$13.3M	-$2.7M	5	0.17%	Reduced
372	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$13.3M	+$8.46M	5	1.71%	Increased
373	FP Foundry Partners Minneapolis, Minnesota	$13.2M	+$2.66M	1	0.7%	Increased
374	Parallax Volatility Advisers San Francisco, California	$13.1M	+$9.94M	4	0.02%	Increased
375	DILH Dai-ichi Life Holdings Tokyo, Japan	$13M	+$11.4M	3	0.4%	Increased