← 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	VCM Vigilant Capital Management Portland, Maine	$8.48M	+$238K	1	1.62%	Increased
402	PP PDT Partners New York	$8.47M	-$966K	3	0.67%	Reduced
403	BB&T Securities Richmond, Virginia	$8.45M	-$92.8K	2	0.13%	Reduced
404	MSA Mason Street Advisors Milwaukee, Wisconsin	$8.43M	+$80.4K	9	0.25%	Increased
405	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$8.26M	-$693K	1	2.05%	Reduced
406	Commerzbank Aktiengesellschaft Frankfurt, Germany	$8.25M	+$1.64M	4	0.06%	Increased
407	CIC Cornercap Investment Counsel Atlanta, Georgia	$8.11M	-$642K	1	1.54%	Reduced
408	KPF K2 Principal Fund Toronto, Ontario, Canada	$8.03M	+$7.34M	1	1.06%	Increased
409	IRF IBM Retirement Fund Armonk, New York	$7.97M	-$100K	3	0.29%	Reduced
410	CCM Cupps Capital Management Chicago, Illinois	$7.96M	-$2.13M	3	2.06%	Reduced
411	Gabelli Funds Rye, New York	$7.91M	+$191K	3	0.05%	Increased
412	HP Harvey Partners Tarrytown, New York	$7.88M	-$2.31M	2	7.86%	Reduced
413	GCP GSA Capital Partners London, United Kingdom	$7.82M	+$3.66M	8	0.43%	Increased
414	B BP London, United Kingdom	$7.82M	+$2.84M	3	0.31%	Increased
415	EI EAM Investors Solana Beach, California	$7.79M	+$384K	3	1.17%	Increased
416	Advisors Capital Management Ridgewood, New Jersey	$7.76M	+$189K	1	0.8%	Increased
417	HA Hays Advisory Franklin, Tennessee	$7.76M	+$3.47M	1	1.21%	Increased
418	UBS O'Connor Chicago, Illinois	$7.7M	+$7.55M	1	0.17%	New
419	CM Capital Management Glen Allen, Virginia	$7.7M	-$1.04M	1	2.98%	Reduced
420	SPCM Sound Point Capital Management New York	$7.67M	+$899K	1	4.41%	Increased
421	Balyasny Asset Management Chicago, Illinois	$7.64M	-$8.74M	2	0.05%	Reduced
422	LSA L & S Advisors Los Angeles, California	$7.56M	-$532K	2	1.72%	Reduced
423	ICM Ionic Capital Management New York	$7.43M	-$2.64M	1	0.33%	Reduced
424	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$7.36M	-$1.47M	3	0.22%	Reduced
425	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$7.34M	+$1.94M	1	0.15%	Increased