← 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	FP Foundry Partners Minneapolis, Minnesota	$9.28M	+$309K	1	0.53%	Increased
377	AWCI Alpine Woods Capital Investors Purchase, New York	$9.26M	-$154K	1	0.55%	Reduced
378	Oregon Public Employees Retirement Fund Tigard, Oregon	$9.24M	-$203K	3	0.21%	Reduced
379	I.G. Investment Management Winnipeg, Manitoba, Canada	$9.21M	+$999K	2	0.04%	Increased
380	PIA Piedmont Investment Advisors Durham, North Carolina	$9.18M	+$5.69M	3	0.19%	Increased
381	Baillie Gifford & Co Edinburgh, United Kingdom	$9.15M	$0	1	0.02%	Maintained
382	JCM Jag Capital Management St Louis, Missouri	$9.06M	+$2.77M	1	1.96%	Increased
383	CIBC World Market Toronto, Ontario, Canada	$9.04M	-$302K	3	0.04%	Reduced
384	JGUA John G. Ullman & Associates Corning, New York	$9.02M	-$423K	1	1.85%	Reduced
385	Associated Banc-Corp Green Bay, Wisconsin	$9M	+$918K	2	0.58%	Increased
386	GIM Grassi Investment Management Santa Clara, California	$9M	-$1.02M	2	1.7%	Reduced
387	NONA Ninety One North America New York	$8.96M	+$4.99M	1	1.32%	Increased
388	Soros Fund Management New York	$8.96M	+$8.24M	1	0.19%	New
389	Truist Financial Charlotte, North Carolina	$8.83M	+$4.24M	3	0.19%	Increased
390	Employees Provident Fund Board Shah Alam, Malaysia	$8.8M	+$8.1M	1	0.38%	New
391	SVP Springbank Value Partners Hampton Bays, New York	$8.8M	-$167K	4	14.84%	Reduced
392	Artemis Investment Management Edinburgh, United Kingdom	$8.68M	-$6.28M	1	0.24%	Reduced
393	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$8.67M	+$4.46M	2	0.1%	Increased
394	EBIM Eagle Boston Investment Management Boston, Massachusetts	$8.67M	+$211K	1	1.18%	Increased
395	SCM Schneider Capital Management Berwyn, Pennsylvania	$8.66M	+$321K	2	1.62%	Increased
396	BA Boston Advisors Boston, Massachusetts	$8.56M	-$9.17M	2	0.21%	Reduced
397	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$8.55M	+$617K	4	0.06%	Increased
398	CO Caldwell & Orkin Norcross, Georgia	$8.52M	+$7.94M	2	3.69%	New
399	MUFG Americas New York	$8.51M	+$210K	4	0.3%	Increased
400	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$8.49M	-$62K	1	1.65%	Reduced