← 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
TAM
THB Asset Management
Connecticut
$8.92M -$856K 1 0.56% Reduced
377
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$8.87M -$2.48M 5 0.11% Reduced
378
MAM
Mastrapasqua Asset Management
Tennessee
$8.84M +$771K 2 2.03% Increased
379
CM
Capital Management
Virginia
$8.82M -$37.7K 1 2.85% Reduced
380
Utah Retirement Systems
Utah Retirement Systems
Utah
$8.76M -$211K 3 0.25% Reduced
381
Eventide Asset Management
Eventide Asset Management
Massachusetts
$8.75M $0 1 1.19% Maintained
382
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$8.68M -$1.34M 3 0.22% Reduced
383
Trillium Asset Management
Trillium Asset Management
Massachusetts
$8.65M -$2.21M 1 0.74% Reduced
384
Aristeia Capital
Aristeia Capital
Connecticut
$8.38M +$413K 1 0.22% Increased
385
Daiwa Securities Group
Daiwa Securities Group
Japan
$8.38M -$3.22M 3 0.06% Reduced
386
Twin Tree Management
Twin Tree Management
Texas
$8.35M +$3.79M 3 0.19% Increased
387
HEIP
Hudson Edge Investment Partners
New Jersey
$8.31M +$52.4K 1 0.29% Increased
388
Andra AP-fonden
Andra AP-fonden
Sweden
$8.29M -$2.8M 3 0.18% Reduced
389
MTIP
Magee Thomson Investment Partners
California
$8.23M -$501K 4 2.01% Reduced
390
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$8.22M -$7.5M 3 0.07% Reduced
391
GWM
Greenwich Wealth Management
Connecticut
$8.16M -$86.3K 2 0.54% Reduced
392
PRC
Platte River Capital
Colorado
$8.14M -$451K 2 1.23% Reduced
393
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$8.01M +$9.44K 2 0.68% Increased
394
AGC
Angelo Gordon & Co
New York
$8M $0 1 0.63% Maintained
395
EverPoint Asset Management
EverPoint Asset Management
Connecticut
$8M +$7.17M 2 0.17% New
396
Sterling Capital Management
Sterling Capital Management
North Carolina
$7.88M -$1.29M 2 0.07% Reduced
397
Wilmington Trust
Wilmington Trust
Delaware
$7.69M -$192K 3 0.13% Reduced
398
Nomura Asset Management
Nomura Asset Management
Japan
$7.64M +$1.09M 3 0.14% Increased
399
Ninety One (UK)
Ninety One (UK)
United Kingdom
$7.58M +$2.31M 1 0.04% Increased
400
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$7.57M -$397K 2 0.63% Reduced
14 15
16
17 18