← 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
401	BNP Paribas Asset Management Paris, France	$5.54M	+$5.51M	3	0.04%	New
402	HBK Investments Dallas, Texas	$5.54M	+$5.35M	4	0.09%	New
403	Oregon Public Employees Retirement Fund Tigard, Oregon	$5.53M	+$5.44M	3	0.24%	New
404	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$5.51M	+$5.47M	3	0.16%	New
405	BPBT Boston Private Bank & Trust Boston, Massachusetts	$5.49M	+$5.38M	3	0.32%	New
406	New Mexico Educational Retirement Board Santa Fe, New Mexico	$5.46M	+$5.38M	3	0.22%	New
407	GIM Grassi Investment Management Santa Clara, California	$5.36M	+$5.24M	2	1.44%	New
408	NM Nokota Management New York	$5.32M	+$5.43M	1	0.26%	New
409	SVP Springbank Value Partners Hampton Bays, New York	$5.24M	+$5.32M	2	11.55%	New
410	NCM Northroad Capital Management New York	$5.22M	+$5.61M	1	2.03%	New
411	Numeric Investors Boston, Massachusetts	$5.22M	+$5.36M	1	0.1%	New
412	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$5.21M	+$5.07M	1	1.36%	New
413	SCM Schneider Capital Management Berwyn, Pennsylvania	$5.21M	+$4.16M	1	0.49%	New
414	Brandywine Global Investment Management Philadelphia, Pennsylvania	$5.19M	+$4.8M	4	0.05%	New
415	SCM Sigma Capital Management Stamford, Connecticut	$5.13M	+$5.13M	3	0.24%	New
416	LSV Asset Management Chicago, Illinois	$5.08M	+$5.17M	2	0.01%	New
417	Canada Life Winnipeg, Manitoba, Canada	$5.04M	+$4.93M	3	0.03%	New
418	BCM Bourgeon Capital Management Darien, Connecticut	$5.03M	+$4.08M	1	3.58%	New
419	PIM Profit Investment Management North Bethesda, Maryland	$4.95M	+$4.74M	1	0.24%	New
420	LSA L & S Advisors Los Angeles, California	$4.91M	+$4.7M	1	2.4%	New
421	William Blair & Company Chicago, Illinois	$4.89M	+$4.84M	2	0.01%	New
422	DCM Daruma Capital Management New York	$4.85M	+$4.94M	1	0.24%	New
423	CCG Cypress Capital Group Palm Beach, Florida	$4.83M	+$4.74M	1	1.01%	New
424	DC Deere & Company Moline, Illinois	$4.81M	+$4.83M	5	0.29%	New
425	UBWV United Bank (West Virginia) Parkersburg, West Virginia	$4.77M	+$4.67M	1	2.15%	New