← 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
426
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$223M -$37.6M 4 2.65% Reduced
427
OA
Oak Associates
Ohio
$222M +$12.9M 4 12.44% Increased
428
Andra AP-fonden
Andra AP-fonden
Sweden
$220M +$23.2M 3 2.52% Increased
429
Vaughan David Investments
Vaughan David Investments
Illinois
$218M -$9.91M 3 4.34% Reduced
430
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$218M +$18.6M 3 1.47% Increased
431
GW&K Investment Management
GW&K Investment Management
Massachusetts
$217M -$8.09M 6 1.7% Reduced
432
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$217M +$1.65M 4 0.81% Increased
433
SGAM
Smith Group Asset Management
Texas
$216M +$30.8M 3 8.78% Increased
434
GXJ
Global X Japan
Japan
$214M +$825K 5 7.87% Increased
435
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$213M +$15.5M 15 1.09% Increased
436
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$213M +$4.11M 8 2.1% Increased
437
SCGE Management
SCGE Management
California
$212M -$48.5M 1 3.6% Reduced
438
Prudential plc
Prudential plc
United Kingdom
$212M +$13.1M 4 1.15% Increased
439
AMF Tjänstepension
AMF Tjänstepension
Sweden
$212M +$1.81M 2 1.25% Increased
440
Mizuho Markets Americas
Mizuho Markets Americas
New York
$211M +$12.4M 6 3.31% Increased
441
EFG International
EFG International
$211M +$1.53M 8 3.86% Increased
442
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$210M +$8.56M 13 2.26% Increased
443
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$209M -$12.6M 4 2.41% Reduced
444
Guinness Asset Management
Guinness Asset Management
United Kingdom
$206M -$48.7M 3 3.48% Reduced
445
MAI Capital Management
MAI Capital Management
Ohio
$205M +$34M 7 0.77% Increased
446
BSL
Blue Sparrow LLC
Delaware
$205M +$92.8M 2 1.98% Increased
447
OP Asset Management
OP Asset Management
$202M -$29.8M 8 2.15% Reduced
448
Kestra Advisory Services
Kestra Advisory Services
Texas
$202M -$11M 10 0.65% Reduced
449
LBP AM
LBP AM
France
$197M +$48.8M 4 1.97% Increased
450
Construction & Building Unions Superannuation Fund
Construction & Building Unions Superannuation Fund
Australia
$194M -$13.4M 3 3.48% Reduced