← 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
NPA
Nichols & Pratt Advisers
Massachusetts
$6.41M +$6.24M 1 0.67% New
377
IMOV
Investment Management of Virginia
Virginia
$6.34M +$6.51M 1 1.39% New
378
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$6.32M +$6.23M 3 0.12% New
379
Natixis
Natixis
France
$6.31M +$6.15M 2 0.09% New
380
MIS
Morningstar Investment Services
Illinois
$6.28M +$6.11M 2 0.65% New
381
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$6.23M +$6.1M 8 0.07% New
382
OAM
Oxford Asset Management
United Kingdom
$6.2M +$6.21M 7 0.17% New
383
Utah Retirement Systems
Utah Retirement Systems
Utah
$6.18M +$6.09M 3 0.21% New
384
LPL Financial
LPL Financial
California
$6.09M +$5.98M 6 0.04% New
385
FSA
Financial Sense Advisors
California
$6M +$5.84M 1 2.68% New
386
BLM
Bennett Lawrence Management
New York
$5.99M +$6.11M 1 1.14% New
387
BCM
Brightfield Capital Management
New York
$5.96M +$5.02M 2 6.64% New
388
NEI
Northwest & Ethical Investments
Ontario, Canada
$5.95M +$6.39M 1 0.47% New
389
Wilmington Trust
Wilmington Trust
Delaware
$5.93M +$5.86M 3 0.12% New
390
PEAK6 Group
PEAK6 Group
Illinois
$5.87M +$5.8M 5 0.02% New
391
Davis Selected Advisers
Davis Selected Advisers
Arizona
$5.79M +$5.63M 1 0.01% New
392
ZCM
Ziegler Capital Management
Illinois
$5.79M +$5.75M 3 0.62% New
393
PRC
Platte River Capital
Colorado
$5.79M +$5.43M 2 0.67% New
394
Hancock Whitney
Hancock Whitney
Mississippi
$5.78M +$5.66M 1 0.29% New
395
GWM
Greenwich Wealth Management
Connecticut
$5.73M +$5.57M 2 0.42% New
396
MSR
Main Street Research
Connecticut
$5.67M +$5.43M 1 1.71% New
397
WPC
White Pine Capital
Minnesota
$5.67M +$5.24M 4 1.97% New
398
TWI
Thomas White International
Illinois
$5.63M +$5.4M 2 0.9% New
399
MAM
Mastrapasqua Asset Management
Tennessee
$5.61M +$5.49M 2 1.49% New
400
GP
GLG Partners
United Kingdom
$5.54M +$5.65M 1 0.21% New