← 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	HHC Hutchin Hill Capital New York	$13.7M	-$8.58M	4	0.37%	Reduced
402	BCAM Boston Common Asset Management Boston, Massachusetts	$13.6M	-$124K	1	1.85%	Reduced
403	Baker Avenue Asset Management San Francisco, California	$13.3M	-$430K	1	1.79%	Reduced
404	VCM Vigilant Capital Management Portland, Maine	$13.3M	+$271K	1	2.31%	Increased
405	Dai-ichi Life Insurance Company Tokyo, Japan	$13.2M	-$5.18M	3	0.36%	Reduced
406	VIA Virtus Investment Advisers Hartford, Connecticut	$13.1M	-$3.77M	3	1.16%	Reduced
407	Point72 Asset Management Stamford, Connecticut	$13.1M	-$102M	1	0.07%	Reduced
408	CIC Cornercap Investment Counsel Atlanta, Georgia	$13.1M	+$110K	2	2.23%	Increased
409	SCM Suffolk Capital Management New York	$13.1M	+$2.37M	1	1.75%	Increased
410	TCM Timpani Capital Management Milwaukee, Wisconsin	$13.1M	-$170K	3	5.24%	Reduced
411	Caxton Associates (New York) New York	$13M	+$9.94M	5	0.05%	Increased
412	GIM Grassi Investment Management Santa Clara, California	$12.9M	-$25.1K	2	2.25%	Reduced
413	NA Navellier & Associates Reno, Nevada	$12.9M	+$840K	7	1.89%	Increased
414	GH GAM Holding Zurich, Switzerland	$12.9M	+$442K	4	0.2%	Increased
415	Virtu KCG Holdings New York	$12.9M	+$1.83M	9	0.36%	Increased
416	BAM Brilliance Asset Management Admiralty, Hong Kong, Hong Kong	$12.8M	+$5.1M	2	6.5%	Increased
417	Menora Mivtachim Holdings Ramat Gan, Israel	$12.8M	+$1.38M	1	0.65%	Increased
418	SCM Schneider Capital Management Berwyn, Pennsylvania	$12.7M	-$11.9K	2	2.12%	Reduced
419	IC Inverness Counsel New York	$12.6M	+$3.27M	1	0.87%	Increased
420	Advisors Capital Management Ridgewood, New Jersey	$12.5M	+$194K	1	1.07%	Increased
421	KL Kokino LLC Stamford, Connecticut	$12.4M	$0	1	40.11%	Maintained
422	ACB Aristotle Capital Boston Boston, Massachusetts	$12.4M	-$434K	1	1.65%	Reduced
423	BPM Bowling Portfolio Management Cincinnati, Ohio	$12.3M	-$3.38M	4	2.04%	Reduced
424	PC Pier Capital Stamford, Connecticut	$12.3M	+$293K	3	2.1%	Increased
425	MUFG Americas New York	$12.3M	-$355K	6	0.4%	Reduced