← 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	KL Kokino LLC Stamford, Connecticut	$11.2M	$0	1	44.92%	Maintained
402	TCM Tributary Capital Management Omaha, Nebraska	$11.1M	-$1.9M	2	1.45%	Reduced
403	QAM Quentec Asset Management New York	$11.1M	-$26.9M	2	1.51%	Reduced
404	AAM AO Asset Management New York	$11M	-$2.39M	1	2.99%	Reduced
405	ZDA Zweig-DiMenna Associates New York	$11M	-$19.5M	2	0.89%	Reduced
406	SPCM Sound Point Capital Management New York	$10.9M	+$986K	1	4.02%	Increased
407	EBIM Eagle Boston Investment Management Boston, Massachusetts	$10.9M	+$77.4K	1	1.4%	Increased
408	GCP GSA Capital Partners London, United Kingdom	$10.9M	+$2.04M	9	0.58%	Increased
409	Baillie Gifford & Co Edinburgh, United Kingdom	$10.8M	$0	1	0.02%	Maintained
410	BB&T Securities Richmond, Virginia	$10.8M	+$180K	2	0.16%	Increased
411	Utah Retirement Systems Salt Lake City, Utah	$10.8M	$0	3	0.28%	Maintained
412	MUFG Americas New York	$10.7M	-$39.5K	6	0.36%	Reduced
413	BPB Badgley, Phelps & Bell Seattle, Washington	$10.6M	+$23.2K	1	0.93%	Increased
414	Mitsubishi UFJ Asset Management Tokyo, Japan	$10.6M	-$212K	3	0.26%	Reduced
415	Commerzbank Aktiengesellschaft Frankfurt, Germany	$10.5M	+$425K	4	0.17%	Increased
416	Baker Avenue Asset Management San Francisco, California	$10.5M	-$1.41M	1	1.51%	Reduced
417	Associated Banc-Corp Green Bay, Wisconsin	$10.5M	+$341K	2	0.67%	Increased
418	PGGM Investments Zeist, Netherlands	$10.5M	-$48K	1	0.05%	Reduced
419	SVP Springbank Value Partners Hampton Bays, New York	$10.5M	+$155K	4	15.97%	Increased
420	NONA Ninety One North America New York	$10.4M	+$292K	1	1.4%	Increased
421	HGI Hansberger Growth Investors Madison, Wisconsin	$10.4M	-$57.4K	1	7.83%	Reduced
422	Jane Street New York	$10.3M	+$5.36M	4	0.05%	Increased
423	Clal Insurance Tel-Aviv, Israel	$10.2M	$0	1	0.23%	Maintained
424	Truist Financial Charlotte, North Carolina	$10.1M	+$100K	3	0.21%	Increased
425	Seizert Capital Partners Birmingham, Michigan	$10.1M	+$6.11M	2	0.37%	Increased