← 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	KL Kokino LLC Stamford, Connecticut	$22.7M	$0	1	32.46%	Maintained
352	QS Investors New York	$22.4M	+$1.3M	9	0.21%	Increased
353	Maverick Capital Dallas, Texas	$22.2M	+$13.8M	3	0.28%	Increased
354	AWCI Alpine Woods Capital Investors Purchase, New York	$22.1M	+$2.68M	3	1.1%	Increased
355	SIM Spark Investment Management New York	$22.1M	+$1.84M	6	1.18%	Increased
356	CCP Clough Capital Partners Boston, Massachusetts	$21.9M	-$33.1M	1	1.83%	Reduced
357	CIM Chiron Investment Management New York	$21.9M	+$23.4M	1	2.97%	New
358	MSA Mason Street Advisors Milwaukee, Wisconsin	$21.8M	+$1.6M	10	0.49%	Increased
359	NG NatWest Group Edinburgh, Scotland, United Kingdom	$21.5M	+$706K	1	4.84%	Increased
360	AIC AWM Investment Company New York	$21.5M	+$981K	2	4.17%	Increased
361	Hancock Whitney Gulfport, Mississippi	$21.3M	-$2.74M	6	0.88%	Reduced
362	Bank of Nova Scotia Toronto, Ontario, Canada	$21M	+$3.64M	3	0.1%	Increased
363	MGM Miura Global Management New York	$20.9M	+$3.53M	1	6.06%	Increased
364	FP Foundry Partners Minneapolis, Minnesota	$20.7M	-$2.47M	3	0.86%	Reduced
365	Shelton Capital Management Denver, Colorado	$20.4M	+$5.15M	6	1.31%	Increased
366	Mitsubishi UFJ Asset Management Tokyo, Japan	$20.4M	-$1.37M	3	0.44%	Reduced
367	RBA Richard Bernstein Advisors New York	$20.4M	+$862K	4	0.89%	Increased
368	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$20.4M	-$1.54M	1	2.15%	Reduced
369	MPM Meritage Portfolio Management Overland Park, Kansas	$20.3M	+$5.45M	2	1.94%	Increased
370	CC Carlson Capital Dallas, Texas	$20.2M	+$12.7M	1	0.34%	Increased
371	Gabelli Funds Rye, New York	$20.2M	-$151K	4	0.12%	Reduced
372	Suntrust Banks Atlanta, Georgia	$20.2M	-$1.35M	4	0.12%	Reduced
373	United Capital Financial Advisors Irving, Texas	$20.2M	-$855K	5	0.16%	Reduced
374	HighTower Advisors Chicago, Illinois	$20M	-$3.01M	5	0.16%	Reduced
375	Utah Retirement Systems Salt Lake City, Utah	$20M	+$159K	4	0.42%	Increased