← 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	DP DSAM Partners London, United Kingdom	$20.5M	+$17.8M	1	2.85%	New
377	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$20.4M	+$254K	1	0.33%	Increased
378	TU TDAM USA Toronto, Ontario, Canada	$20.3M	-$441K	2	1.19%	Reduced
379	Associated Banc-Corp Green Bay, Wisconsin	$20.1M	-$5.81M	2	1.11%	Reduced
380	MSA Mason Street Advisors Milwaukee, Wisconsin	$20.1M	+$107K	9	0.48%	Increased
381	United Capital Financial Advisors Irving, Texas	$20M	+$1.26M	5	0.17%	Increased
382	Boston Trust Walden Boston, Massachusetts	$19.9M	-$148K	1	0.31%	Reduced
383	Utah Retirement Systems Salt Lake City, Utah	$19.9M	+$39.3K	4	0.45%	Increased
384	Advisors Capital Management Ridgewood, New Jersey	$19.9M	+$277K	2	1.61%	Increased
385	Baillie Gifford & Co Edinburgh, United Kingdom	$19.9M	+$8.23M	1	0.03%	Increased
386	AWCI Alpine Woods Capital Investors Purchase, New York	$19.7M	+$110K	3	1.01%	Increased
387	UBS O'Connor Chicago, Illinois	$19.6M	+$1.31M	2	0.28%	Increased
388	Advisors Asset Management Monument, Colorado	$19.5M	+$1.62M	6	0.33%	Increased
389	PSCM Prince Street Capital Management New York	$19.4M	+$17.4M	1	3.23%	New
390	RHJA Rice Hall James & Associates San Diego, California	$19.3M	+$967K	3	0.85%	Increased
391	Envestnet Asset Management Chicago, Illinois	$19M	-$2.76M	10	0.05%	Reduced
392	SC Selz Capital New York	$19M	+$16.5M	1	3.81%	New
393	Caxton Associates (New York) New York	$18.9M	+$6.04M	7	0.67%	Increased
394	VCM Vigilant Capital Management Portland, Maine	$18.9M	+$252K	1	2.81%	Increased
395	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$18.8M	+$1.04M	8	0.08%	Increased
396	Mirae Asset Global Investments Seoul, South Korea	$18.8M	+$8.93M	5	0.34%	Increased
397	ExxonMobil Investment Management Irving, Texas	$18.7M	-$874K	3	0.47%	Reduced
398	Gabelli Funds Rye, New York	$18.6M	+$3.11M	4	0.11%	Increased
399	Laurion Capital Management New York	$18.3M	-$25.8M	6	0.08%	Reduced
400	Todd Asset Management Louisville, Kentucky	$18.3M	-$17.1M	1	0.51%	Reduced