← 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	NIP Nicholas Investment Partners Rancho Santa Fe, California	$7.63M	-$6.22M	2	0.49%	Reduced
377	CM Capital Management Glen Allen, Virginia	$7.62M	+$986K	1	2.65%	Increased
378	Employees Retirement System of Texas Austin, Texas	$7.57M	+$1.7M	4	0.1%	Increased
379	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$7.56M	-$3.96M	1	0.08%	Reduced
380	Baker Avenue Asset Management San Francisco, California	$7.55M	+$4.07M	2	1%	Increased
381	Virtu KCG Holdings New York	$7.46M	-$36M	5	0.13%	Reduced
382	DC Deere & Company Moline, Illinois	$7.42M	+$2.81M	7	0.4%	Increased
383	GH GAM Holding Zurich, Switzerland	$7.24M	+$1.76M	3	0.1%	Increased
384	Dana Investment Advisors Waukesha, Wisconsin	$7.22M	+$6.97M	1	0.34%	New
385	Andra AP-fonden Goteborg, Sweden	$7.19M	+$708K	3	0.21%	Increased
386	DCM Dupont Capital Management Wilmington, Delaware	$7.16M	-$831K	1	0.16%	Reduced
387	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$7.05M	+$55.2K	3	0.05%	Increased
388	VCM Vigilant Capital Management Portland, Maine	$6.99M	+$6.75M	1	1.27%	New
389	Fred Alger Management New York	$6.94M	-$14.2M	3	0.03%	Reduced
390	MSA Mason Street Advisors Milwaukee, Wisconsin	$6.89M	-$635	9	0.21%	Reduced
391	WesBanco Bank Wheeling, West Virginia	$6.83M	-$6.43K	3	0.38%	Reduced
392	Davis Selected Advisers Tucson, Arizona	$6.8M	+$150K	1	0.02%	Increased
393	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$6.74M	-$1.22M	4	0.99%	Reduced
394	SVP Springbank Value Partners Hampton Bays, New York	$6.72M	$0	2	12.1%	Maintained
395	BCAM Boston Common Asset Management Boston, Massachusetts	$6.64M	-$3.96M	2	0.35%	Reduced
396	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$6.62M	+$10K	9	0.32%	Increased
397	Jupiter Asset Management London, United Kingdom	$6.62M	-$689K	1	0.23%	Reduced
398	GWM Greenwich Wealth Management Greenwich, Connecticut	$6.6M	$0	1	0.84%	Maintained
399	CFG Cambridge Financial Group Columbus, Ohio	$6.52M	-$6.39M	1	3.47%	Reduced
400	Segall Bryant & Hamill Chicago, Illinois	$6.47M	-$10.2K	1	0.14%	Reduced