← 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	HIS Horizon Investment Services Hammond, Indiana	$15.2M	+$1.15M	3	6.81%	Increased
377	Mitsubishi UFJ Asset Management Tokyo, Japan	$15.2M	+$1.48M	3	0.35%	Increased
378	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$15.2M	+$2.29M	1	0.23%	Increased
379	DBG De Burlo Group Boston, Massachusetts	$15.2M	+$1.15M	1	3.3%	Increased
380	NIP Nicholas Investment Partners Rancho Santa Fe, California	$15.2M	+$3.7M	3	1.07%	Increased
381	VFA Virtus Fund Advisers Hartford, Connecticut	$15.1M	-$116M	3	0.14%	Reduced
382	SI Sprott Inc Toronto, Ontario, Canada	$15.1M	-$1.82M	2	0.63%	Reduced
383	RIG Roosevelt Investment Group New York	$15M	-$3.46M	1	1.36%	Reduced
384	GAMCO Investors Greenwich, Connecticut	$15M	+$6.26M	1	0.09%	Increased
385	OAM Oxford Asset Management Oxford, United Kingdom	$14.7M	+$7.73M	6	0.36%	Increased
386	Oppenheimer Asset Management New York	$14.7M	+$13.3M	7	0.42%	New
387	AWCI Alpine Woods Capital Investors Purchase, New York	$14.5M	-$144K	1	0.77%	Reduced
388	GCP GSA Capital Partners London, United Kingdom	$14.5M	+$5.18M	9	0.78%	Increased
389	AIA Affinity Investment Advisors Newport Beach, California	$14.4M	+$161K	3	1.31%	Increased
390	NCGI Next Century Growth Investors Plymouth, Minnesota	$14.4M	-$6.22M	1	1.22%	Reduced
391	EBIM Eagle Boston Investment Management Boston, Massachusetts	$14.4M	-$1.28M	1	1.61%	Reduced
392	WI Wafra Inc New York	$14.3M	+$2.74M	1	0.73%	Increased
393	Utah Retirement Systems Salt Lake City, Utah	$14.2M	+$7.18K	3	0.34%	Increased
394	SCM SG Capital Management Chicago, Illinois	$14.2M	-$4.23M	2	3.46%	Reduced
395	SCA Secor Capital Advisors New York	$14.1M	+$12M	4	1.54%	Increased
396	QS Investors New York	$14M	+$5.07M	5	0.12%	Increased
397	Fifth Third Bancorp Cincinnati, Ohio	$13.8M	-$493K	11	0.1%	Reduced
398	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$13.8M	-$11.7M	1	0.92%	Reduced
399	Achmea Investment Management Zeist, Netherlands	$13.7M	+$12.6M	3	0.64%	New
400	Reinhart Partners Mequon, Wisconsin	$13.7M	-$417K	1	1.23%	Reduced