← 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	Regions Financial Corp Birmingham, Alabama	$6.43M	+$906K	3	0.09%	Increased
402	Barings Charlotte, North Carolina	$6.43M	+$1.91M	5	0.19%	Increased
403	Manning & Napier Advisors Fairport, New York	$6.38M	-$87.5K	1	0.03%	Reduced
404	DIA Denver Investment Advisors Denver, Colorado	$6.34M	-$300K	2	0.24%	Reduced
405	NAM Netols Asset Management Mequon, Wisconsin	$6.32M	+$5.22M	1	1.25%	Increased
406	Daiwa Securities Group Tokyo, Japan	$6.22M	+$249K	3	0.04%	Increased
407	GCP GSA Capital Partners London, United Kingdom	$6.19M	-$18.6M	8	0.24%	Reduced
408	ERM Elm Ridge Management Briarcliff Manor, New York	$6.19M	+$6.11M	1	0.77%	New
409	CIBC World Market Toronto, Ontario, Canada	$6.17M	+$1.93M	3	0.03%	Increased
410	Candriam SCA Strassen, Luxembourg, Luxembourg	$6.08M	-$8.26M	3	0.13%	Reduced
411	CIBC Asset Management Toronto, Ontario, Canada	$6.07M	+$660K	4	0.04%	Increased
412	AIA Affinity Investment Advisors Newport Beach, California	$6.06M	+$5.85M	1	0.48%	New
413	Destination Wealth Management Walnut Creek, California	$6.05M	+$5.93M	2	0.4%	New
414	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$6.04M	+$814K	2	2.51%	Increased
415	EBIM Eagle Boston Investment Management Boston, Massachusetts	$6.04M	-$2.58M	1	0.76%	Reduced
416	BCM Brightfield Capital Management New York	$5.98M	-$403K	3	6.55%	Reduced
417	Rafferty Asset Management New York	$5.91M	+$782K	3	0.4%	Increased
418	IMOV Investment Management of Virginia Richmond, Virginia	$5.86M	-$1.92M	1	1.35%	Reduced
419	WBC Westpac Banking Corp Sydney, Australia	$5.78M	+$1.43M	3	0.06%	Increased
420	FCM Firsthand Capital Management San Jose, California	$5.7M	-$7.85M	1	3.59%	Reduced
421	FCI Financial Counselors Inc Overland Park, Kansas	$5.67M	+$1.02M	2	0.36%	Increased
422	GC Gratia Capital Los Angeles, California	$5.67M	-$622K	1	1.5%	Reduced
423	HIS Horizon Investment Services Hammond, Indiana	$5.62M	+$391K	2	2.25%	Increased
424	GMCM Gruber & McBaine Capital Management San Francisco, California	$5.61M	+$1.34M	3	1.52%	Increased
425	Shelton Capital Management Denver, Colorado	$5.59M	+$441K	4	0.58%	Increased