← 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	ELI Empire Life Investments Toronto, Ontario, Canada	$18.3M	+$2.01M	1	1.59%	Increased
377	JP Morgan Private Wealth Advisors San Francisco, California	$18.2M	-$6.61M	3	0.14%	Reduced
378	Avalon Investment & Advisory Houston, Texas	$18.1M	+$103K	3	0.6%	Increased
379	Dai-ichi Life Insurance Company Tokyo, Japan	$17.9M	+$4.03M	3	0.4%	Increased
380	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$17.9M	+$2.53M	1	0.27%	Increased
381	Nomura Asset Management Tokyo, Japan	$17.6M	+$5.13M	3	0.24%	Increased
382	Envestnet Asset Management Chicago, Illinois	$17.5M	-$10M	11	0.05%	Reduced
383	TCM Twin Capital Management Mcmurray, Pennsylvania	$17.4M	+$821K	3	1.02%	Increased
384	Engineers Gate Manager New York	$17.3M	+$17M	8	1.56%	Increased
385	United Capital Financial Advisors Irving, Texas	$17.1M	-$1.93M	4	0.15%	Reduced
386	LMR Partners London, United Kingdom	$17.1M	+$17.3M	4	1.07%	Increased
387	ICOM Investment Counselors of Maryland Baltimore, Maryland	$17.1M	-$3.88M	1	0.89%	Reduced
388	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$17.1M	+$6.33M	4	3.65%	Increased
389	CG Clinton Group New York	$16.9M	+$15.5M	4	1.72%	Increased
390	TU TDAM USA Toronto, Ontario, Canada	$16.9M	-$754K	2	0.87%	Reduced
391	HighTower Advisors Chicago, Illinois	$16.9M	-$3.04M	7	0.15%	Reduced
392	HIS Horizon Investment Services Hammond, Indiana	$16.6M	+$318K	3	7.41%	Increased
393	MSA Mason Street Advisors Milwaukee, Wisconsin	$16.4M	+$283K	9	0.41%	Increased
394	Baillie Gifford & Co Edinburgh, United Kingdom	$16.3M	+$1.88M	1	0.02%	Increased
395	GD Grandfield & Dodd New York	$16.2M	-$1.62M	1	1.91%	Reduced
396	Menora Mivtachim Holdings Ramat Gan, Israel	$16.1M	+$954K	1	0.75%	Increased
397	RBA Richard Bernstein Advisors New York	$16M	-$674K	3	1.22%	Reduced
398	Utah Retirement Systems Salt Lake City, Utah	$16M	+$1.01M	4	0.37%	Increased
399	DL Delta Lloyd Amsterdam, Netherlands	$15.8M	+$4.18M	4	0.44%	Increased
400	ExxonMobil Investment Management Irving, Texas	$15.7M	-$2.65M	3	0.39%	Reduced