← 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
376	Ethic Inc New York	$267M	+$7.46M	14	3.33%	Increased
377	KeyBank National Association Cleveland, Ohio	$266M	+$5.1M	7	0.88%	Increased
378	Appaloosa LP Short Hills, New Jersey	$265M	+$796K	2	3.43%	Increased
379	Hardman Johnston Global Advisors Stamford, Connecticut	$265M	-$10.1M	2	9.29%	Reduced
380	Marsico Capital Management Denver, Colorado	$265M	-$28M	4	6.9%	Reduced
381	EdgePoint Investment Group Toronto, Ontario, Canada	$261M	-$285M	1	1.97%	Reduced
382	Shelton Capital Management Denver, Colorado	$261M	+$1.98M	10	4.84%	Increased
383	Rathbones Group Liverpool, United Kingdom	$260M	+$118M	4	0.96%	Increased
384	Whittier Trust South Pasadena, California	$260M	+$19.4M	8	2.55%	Increased
385	DAM Dorsey Asset Management Chicago, Illinois	$259M	-$15.8M	1	16.61%	Reduced
386	FFM FengHe Fund Management Singapore	$259M	+$7.13M	1	24.54%	Increased
387	Mutual of America Capital Management New York	$258M	-$1.88M	13	2.51%	Reduced
388	Capital Advisors Inc Tulsa, Oklahoma	$253M	-$23.7M	5	3.73%	Reduced
389	New York Life Investment Management New York	$253M	+$1.61M	7	1.76%	Increased
390	AustralianSuper Melbourne, Australia	$252M	-$44.2M	3	1.09%	Reduced
391	F.L. Putnam Investment Management Lynnfield, Massachusetts	$252M	+$3.85M	6	3%	Increased
392	Varma Mutual Pension Insurance Co Helsinki, Finland	$252M	-$39.8M	3	1.33%	Reduced
393	Samlyn Capital New York	$246M	-$53.4M	3	4.01%	Reduced
394	Wealthfront Advisers Palo Alto, California	$246M	+$6.99M	4	0.47%	Increased
395	TCG Tremblant Capital Group West Palm Beach, Florida	$245M	+$83.9M	2	7.05%	Increased
396	Harvest Fund Management Beijing, China	$245M	+$6.88M	7	8.11%	Increased
397	Exchange Traded Concepts Oklahoma City, Oklahoma	$245M	+$61.5M	9	1.12%	Increased
398	Zacks Investment Management Chicago, Illinois	$242M	+$2.48M	7	1.72%	Increased
399	Atalanta Sosnoff Capital New York	$242M	-$6.57M	2	4.26%	Reduced
400	Associated Banc-Corp Green Bay, Wisconsin	$242M	-$15.1M	5	5.74%	Reduced