← 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	SG Americas Securities New York	$20M	-$3.41M	8	0.18%	Reduced
352	SEC Seven Eight Capital New York	$19.7M	+$20.2M	6	2.83%	Increased
353	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$19.7M	+$2.24M	4	0.33%	Increased
354	AIC AWM Investment Company New York	$19.5M	-$3.04M	2	3.45%	Reduced
355	Cullen/Frost Bankers San Antonio, Texas	$19.5M	-$1.11M	2	0.65%	Reduced
356	GP GLG Partners London, United Kingdom	$19.5M	-$6.23M	2	1.08%	Reduced
357	NCGI Next Century Growth Investors Plymouth, Minnesota	$19.3M	+$3.58M	1	1.85%	Increased
358	Boston Trust Walden Boston, Massachusetts	$19.2M	-$16.3M	1	0.31%	Reduced
359	Barings Charlotte, North Carolina	$19.2M	+$6.63M	6	0.56%	Increased
360	Parallax Volatility Advisers San Francisco, California	$19.1M	+$10.9M	4	0.04%	Increased
361	Suntrust Banks Atlanta, Georgia	$19M	-$5.35M	5	0.12%	Reduced
362	BOK Financial Tulsa, Oklahoma	$19M	-$785K	4	0.6%	Reduced
363	KL Kokino LLC Stamford, Connecticut	$19M	$0	1	47.27%	Maintained
364	SCA Secor Capital Advisors New York	$19M	+$5.74M	3	1.72%	Increased
365	Public Employees Retirement Association of Colorado Denver, Colorado	$19M	+$233K	9	0.14%	Increased
366	CCM Criterion Capital Management San Francisco, California	$18.9M	-$209K	1	0.91%	Reduced
367	BAM Brilliance Asset Management Admiralty, Hong Kong, Hong Kong	$18.9M	+$5.23M	1	9.45%	Increased
368	AHL Partners London, United Kingdom	$18.8M	-$22M	7	0.4%	Reduced
369	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$18.7M	-$1.04M	3	0.36%	Reduced
370	NAM NorthCoast Asset Management Greenwich, Connecticut	$18.7M	-$4.11M	3	2.16%	Reduced
371	Clal Insurance Tel-Aviv, Israel	$18.6M	-$1.27M	1	0.37%	Reduced
372	SAM Shell Asset Management The Hague, Netherlands	$18.4M	-$583K	6	0.39%	Reduced
373	NA Navellier & Associates Reno, Nevada	$18.4M	+$4.98M	11	2.75%	Increased
374	Xact Kapitalforvaltning Stockholm, Sweden	$18.4M	+$1.08M	3	0.56%	Increased
375	MUFG Securities EMEA London, United Kingdom	$18.4M	+$18.9M	1	0.69%	New