← 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	Natixis Paris, France	$7.54M	-$20.9M	2	0.09%	Reduced
402	Hood River Capital Management Palm Beach Gardens, Florida	$7.51M	+$1.61M	1	1%	Increased
403	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$7.5M	+$39.8K	9	0.35%	Increased
404	WAM Watershed Asset Management San Francisco, California	$7.48M	+$554K	1	2.85%	Increased
405	Verition Fund Management Greenwich, Connecticut	$7.46M	+$2.9M	3	0.8%	Increased
406	Perkins Investment Management Chicago, Illinois	$7.46M	-$5.25M	1	0.06%	Reduced
407	EGM Espalier Global Management New York	$7.45M	+$7.14M	1	0.58%	New
408	Davis Selected Advisers Tucson, Arizona	$7.45M	+$123K	1	0.02%	Increased
409	RAM RWC Asset Management London, United Kingdom	$7.45M	+$6.72M	2	0.66%	New
410	KI Kalmar Investments Greenville, Delaware	$7.37M	$0	1	0.13%	Maintained
411	GGHC Gilder Gagnon Howe & Co New York	$7.34M	-$8.87M	3	0.1%	Reduced
412	Whitebox Advisors Minneapolis, Minnesota	$7.34M	+$692K	2	0.29%	Increased
413	B BP London, United Kingdom	$7.33M	$0	1	0.23%	Maintained
414	WFM Wilmington Funds Management Wilmington, Delaware	$7.32M	+$1.06M	6	0.74%	Increased
415	DCCA D.C. Capital Advisors New York	$7.32M	$0	1	2.87%	Maintained
416	GH GAM Holding Zurich, Switzerland	$7.29M	-$502K	3	0.11%	Reduced
417	Soros Fund Management New York	$7.26M	+$6.64M	1	0.05%	New
418	BNP Paribas Asset Management Paris, France	$7.26M	+$1.9M	4	0.06%	Increased
419	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$7.25M	+$6.41M	1	0.45%	New
420	Livforsakringsbolaget Skandia Stockholm, Sweden	$7.21M	$0	3	0.26%	Maintained
421	RR Robotti Robert	$7.2M	+$1.13M	1	2.82%	Increased
422	PAM Paradigm Asset Management New York	$7.18M	-$904K	6	0.97%	Reduced
423	I.G. Investment Management Winnipeg, Manitoba, Canada	$7.16M	-$1M	3	0.02%	Reduced
424	MSR Main Street Research Lakeville, Connecticut	$7.11M	+$58.1K	1	1.68%	Increased
425	FNT First Nebraska Trust Lincoln, Nebraska	$7.11M	-$2.04K	1	2.05%	Reduced