← 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	Fifth Third Bancorp Cincinnati, Ohio	$11.7M	-$3.94M	9	0.09%	Reduced
402	Reinhart Partners Mequon, Wisconsin	$11.6M	-$7.08M	1	1.07%	Reduced
403	BCAM Boston Common Asset Management Boston, Massachusetts	$11.6M	-$55.5K	1	1.69%	Reduced
404	HIS Horizon Investment Services Hammond, Indiana	$11.5M	+$3.97M	2	5.46%	Increased
405	QIM Quantitative Investment Management Charlottesville, Virginia	$11.5M	-$1.28M	4	0.29%	Reduced
406	Baker Avenue Asset Management San Francisco, California	$11.4M	+$166K	1	1.6%	Increased
407	MSA Mason Street Advisors Milwaukee, Wisconsin	$11.4M	+$313K	9	0.31%	Increased
408	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$11.4M	+$8.96M	4	0.03%	Increased
409	Xact Kapitalforvaltning Stockholm, Sweden	$11.4M	+$707K	3	0.4%	Increased
410	F.L. Putnam Investment Management Lynnfield, Massachusetts	$11.4M	+$5.12M	2	1.31%	Increased
411	Mitsubishi UFJ Asset Management Tokyo, Japan	$11.3M	-$368K	3	0.27%	Reduced
412	BB&T Securities Richmond, Virginia	$11.1M	-$320K	2	0.16%	Reduced
413	ING Group Amsterdam, Netherlands	$11.1M	-$2.74M	3	0.21%	Reduced
414	Advisors Asset Management Monument, Colorado	$11M	-$8.97M	6	0.18%	Reduced
415	PAM Paradigm Asset Management New York	$10.9M	-$2.31M	5	2.1%	Reduced
416	SCM Schneider Capital Management Berwyn, Pennsylvania	$10.9M	-$415K	2	1.86%	Reduced
417	Truist Financial Charlotte, North Carolina	$10.9M	-$313K	3	0.22%	Reduced
418	ZDA Zweig-DiMenna Associates New York	$10.9M	-$977K	3	0.78%	Reduced
419	MIM Martin Investment Management Palm Beach Gardens, Florida	$10.8M	+$4.88M	1	2.06%	Increased
420	HGI Hansberger Growth Investors Madison, Wisconsin	$10.8M	+$154K	1	13.79%	Increased
421	Gabelli Funds Rye, New York	$10.8M	-$18K	3	0.06%	Reduced
422	GIM Grassi Investment Management Santa Clara, California	$10.8M	+$154K	2	1.95%	Increased
423	CIC Cornercap Investment Counsel Atlanta, Georgia	$10.7M	+$493K	2	1.85%	Increased
424	VCM Vigilant Capital Management Portland, Maine	$10.7M	-$149K	1	1.88%	Reduced
425	NC Northpointe Capital Bloomfield Hills, Michigan	$10.7M	+$706K	2	1.06%	Increased