← 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	EI EAM Investors Solana Beach, California	$12.9M	+$3.71M	6	1.74%	Increased
377	SC Skylands Capital Milwaukee, Wisconsin	$12.8M	+$6.92M	1	2.01%	Increased
378	Paradigm Capital Management Inc Albany, New York	$12.6M	-$1.23M	2	1.32%	Reduced
379	MPM Meritage Portfolio Management Overland Park, Kansas	$12.6M	-$1.63M	2	1.38%	Reduced
380	LIM Longfellow Investment Management Boston, Massachusetts	$12.5M	+$2.16M	1	4.38%	Increased
381	CIBC World Market Toronto, Ontario, Canada	$12.5M	+$2.06M	3	0.05%	Increased
382	AEGON Asset Management (UK) Edinburgh, United Kingdom	$12.5M	+$6.14M	2	0.35%	Increased
383	Westwood Holdings Group Dallas, Texas	$12.4M	+$4.63M	1	0.11%	Increased
384	ING Group Amsterdam, Netherlands	$12.3M	+$5.8M	2	0.15%	Increased
385	TU TDAM USA Toronto, Ontario, Canada	$12.3M	-$145K	1	0.61%	Reduced
386	RBA Richard Bernstein Advisors New York	$12.2M	$0	3	1.16%	Maintained
387	SG Americas Securities New York	$12.1M	+$5.92M	9	0.13%	Increased
388	PAM Paradigm Asset Management New York	$12.1M	-$968K	5	2.11%	Reduced
389	AR Advisory Research Chicago, Illinois	$12M	+$40.5K	1	0.2%	Increased
390	QIM Quantitative Investment Management Charlottesville, Virginia	$11.8M	+$10.6M	3	0.39%	Increased
391	WAM World Asset Management Detroit, Michigan	$11.8M	+$513K	5	0.42%	Increased
392	Susquehanna International Group Bala Cynwyd, Pennsylvania	$11.7M	-$1.84M	3	0.01%	Reduced
393	AWCI Alpine Woods Capital Investors Purchase, New York	$11.5M	-$112K	1	0.64%	Reduced
394	Avalon Investment & Advisory Houston, Texas	$11.5M	+$9.74M	2	0.43%	Increased
395	BCAM Boston Common Asset Management Boston, Massachusetts	$11.4M	-$157K	1	0.62%	Reduced
396	Engineers Gate Manager New York	$11.4M	-$561K	3	1.18%	Reduced
397	Adams Diversified Equity Fund Baltimore, Maryland	$11.3M	$0	3	0.76%	Maintained
398	Clark Capital Management Group Philadelphia, Pennsylvania	$11.3M	+$6.1M	3	0.65%	Increased
399	GCIA Gabelli & Co Investment Advisers Rye, New York	$11.3M	-$6.05M	1	1.32%	Reduced
400	Barings Charlotte, North Carolina	$11.2M	+$182K	5	0.29%	Increased