← 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	BPM Bowling Portfolio Management Cincinnati, Ohio	$13.2M	-$2.39M	3	1.96%	Reduced
377	HSA Hussman Strategic Advisors Ellicott City, Maryland	$13.2M	-$3.82M	2	2.62%	Reduced
378	TAM Tiverton Asset Management Wilimington, Delaware	$13.1M	+$2.81M	2	0.78%	Increased
379	Seizert Capital Partners Birmingham, Michigan	$12.8M	+$1.46M	2	0.45%	Increased
380	Andra AP-fonden Goteborg, Sweden	$12.7M	-$5M	3	0.35%	Reduced
381	EverPoint Asset Management Stamford, Connecticut	$12.7M	+$12.3M	1	0.24%	New
382	EBIM Eagle Boston Investment Management Boston, Massachusetts	$12.6M	-$1.59K	1	1.5%	Reduced
383	NG NatWest Group Edinburgh, Scotland, United Kingdom	$12.6M	+$12.2M	1	3.31%	New
384	Avalon Investment & Advisory Houston, Texas	$12.6M	+$293K	2	0.45%	Increased
385	Zurich Insurance Group Zurich, Switzerland	$12.5M	+$3.94M	3	0.4%	Increased
386	HI Honeywell International Charlotte, North Carolina	$12.3M	-$3.24M	1	0.41%	Reduced
387	TCM Twin Capital Management Mcmurray, Pennsylvania	$12.3M	+$1.34M	3	0.79%	Increased
388	NONA Ninety One North America New York	$12.2M	+$593K	1	1.83%	Increased
389	TU TDAM USA Toronto, Ontario, Canada	$12.2M	-$900K	1	0.64%	Reduced
390	AWCI Alpine Woods Capital Investors Purchase, New York	$12.2M	-$180K	1	0.67%	Reduced
391	DBG De Burlo Group Boston, Massachusetts	$12.1M	+$8M	1	2.94%	Increased
392	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$12.1M	-$17.9M	1	0.18%	Reduced
393	PFC Phocas Financial Corp Alameda, California	$12M	+$5.2M	1	0.79%	Increased
394	Clal Insurance Tel-Aviv, Israel	$11.8M	+$463K	1	0.22%	Increased
395	AIA Affinity Investment Advisors Newport Beach, California	$11.8M	-$3.43M	3	1.11%	Reduced
396	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$11.8M	-$890K	1	0.27%	Reduced
397	Los Angeles Capital Management Los Angeles, California	$11.8M	+$2.85M	7	0.09%	Increased
398	WAM World Asset Management Detroit, Michigan	$11.8M	-$582K	7	0.44%	Reduced
399	PineBridge Investments New York	$11.8M	+$6.78M	9	0.35%	Increased
400	Utah Retirement Systems Salt Lake City, Utah	$11.8M	+$7.64K	3	0.3%	Increased