← 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$4.75M +$4.62M 5 0.28% New
427
Advisors Asset Management
Advisors Asset Management
Colorado
$4.74M +$4.95M 6 0.09% New
428
FNT
First Nebraska Trust
Nebraska
$4.74M +$4.61M 1 1.67% New
429
Martingale Asset Management
Martingale Asset Management
Massachusetts
$4.71M +$4.91M 4 0.17% New
430
Robeco Schweiz
Robeco Schweiz
Switzerland
$4.68M +$4.79M 1 0.42% New
431
CAM
Centre Asset Management
New York
$4.65M +$4.75M 1 0.76% New
432
Acadian Asset Management
Acadian Asset Management
Massachusetts
$4.6M +$4.69M 2 0.03% New
433
JC
JBF Capital
Colorado
$4.59M +$4.47M 1 0.84% New
434
Stifel Nicolaus & Co
Stifel Nicolaus & Co
Missouri
$4.58M +$4.49M 3 0.08% New
435
Regions Financial Corp
Regions Financial Corp
Alabama
$4.54M +$4.36M 2 0.06% New
436
Boston Partners
Boston Partners
Massachusetts
$4.53M +$4.47M 2 0.01% New
437
Profund Advisors
Profund Advisors
Maryland
$4.5M +$4.44M 8 0.32% New
438
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$4.5M +$4.49M 4 0.01% New
439
HTA
Haber Trilix Advisors
Massachusetts
$4.48M +$4.39M 1 0.56% New
440
HJMC
Hellman Jordan Management Company
Massachusetts
$4.48M +$4.47M 2 2.89% New
441
CCT
Chemung Canal Trust
New York
$4.44M +$4.32M 1 0.99% New
442
SAM
Shell Asset Management
Netherlands
$4.43M +$4.42M 2 0.08% New
443
BOK Financial
BOK Financial
Oklahoma
$4.38M +$4.52M 5 0.17% New
444
CCT
Country Club Trust
Missouri
$4.37M +$4.28M 1 0.74% New
445
SKK
Shepherd Kaplan Krochuk
Massachusetts
$4.32M +$4.29M 3 0.85% New
446
GF
Goodman Financial
Texas
$4.32M +$4.23M 1 3.26% New
447
GCP
GSA Capital Partners
United Kingdom
$4.32M +$4.26M 8 0.51% New
448
Trillium Asset Management
Trillium Asset Management
Massachusetts
$4.31M +$4.19M 1 0.53% New
449
PWAM
Park West Asset Management
California
$4.25M +$4.15M 1 0.5% New
450
Veritable
Veritable
Delaware
$4.2M +$4.12M 4 0.1% New