← 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	DBG De Burlo Group Boston, Massachusetts	$18.3M	+$7.83M	2	4.05%	Increased
402	Jacobs Levy Equity Management Florham Park, New Jersey	$18.2M	+$221K	7	0.35%	Increased
403	F.L. Putnam Investment Management Lynnfield, Massachusetts	$18.1M	+$15.8M	2	1.73%	New
404	WAM World Asset Management Detroit, Michigan	$18.1M	+$102K	8	0.6%	Increased
405	WI Wafra Inc New York	$18.1M	-$527K	1	0.88%	Reduced
406	MSR Main Street Research Lakeville, Connecticut	$18M	-$100K	1	2.91%	Reduced
407	PFC Phocas Financial Corp Alameda, California	$18M	+$408K	1	1.51%	Increased
408	ACB Aristotle Capital Boston Boston, Massachusetts	$17.9M	+$2.42M	1	1.6%	Increased
409	Bank of Nova Scotia Toronto, Ontario, Canada	$17.8M	-$8.49M	3	0.1%	Reduced
410	BOK Financial Tulsa, Oklahoma	$17.8M	-$5.93M	5	0.52%	Reduced
411	LPL Financial San Diego, California	$17.6M	+$5.54M	11	0.06%	Increased
412	Commerzbank Aktiengesellschaft Frankfurt, Germany	$17.6M	+$83K	4	0.23%	Increased
413	Assenagon Asset Management Senningerberg, Luxembourg	$17.6M	+$15.4M	3	0.16%	New
414	Adams Diversified Equity Fund Baltimore, Maryland	$17.2M	-$2.57M	3	0.93%	Reduced
415	Andra AP-fonden Goteborg, Sweden	$17.1M	-$809K	3	0.4%	Reduced
416	MGM Miura Global Management New York	$17.1M	+$15.3M	1	4.47%	New
417	TGM Tenzing Global Management San Francisco, California	$17.1M	$0	1	12.6%	Maintained
418	HHC Hutchin Hill Capital New York	$17M	-$8.33M	7	0.64%	Reduced
419	Dai-ichi Life Insurance Company Tokyo, Japan	$17M	-$4.79M	4	0.36%	Reduced
420	GIM Grassi Investment Management Santa Clara, California	$17M	-$512K	2	2.86%	Reduced
421	Sterling Capital Management Charlotte, North Carolina	$16.9M	+$1.05M	4	0.16%	Increased
422	MN Services Vermogensbeheer The Hague, Netherlands	$16.8M	-$131K	3	0.44%	Reduced
423	Clal Insurance Tel-Aviv, Israel	$16.8M	-$5.92M	1	0.41%	Reduced
424	Oppenheimer Asset Management New York	$16.8M	-$52.7K	11	0.44%	Reduced
425	Parallax Volatility Advisers San Francisco, California	$16.7M	-$6.9M	7	0.03%	Reduced