← 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	Rafferty Asset Management New York	$7.02M	+$3.23M	4	1.35%	Increased
427	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$6.99M	-$4.2M	4	0.1%	Reduced
428	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$6.96M	-$87.3K	1	1.44%	Reduced
429	GC Globeflex Capital San Diego, California	$6.9M	-$309K	3	0.75%	Reduced
430	T Tinicum New York	$6.88M	-$4.35M	1	3.97%	Reduced
431	BPB Badgley, Phelps & Bell Seattle, Washington	$6.77M	+$53.3K	1	0.67%	Increased
432	UBWV United Bank (West Virginia) Parkersburg, West Virginia	$6.76M	+$144K	1	2.54%	Increased
433	FCI Financial Counselors Inc Overland Park, Kansas	$6.63M	-$106K	3	0.46%	Reduced
434	New Mexico Educational Retirement Board Santa Fe, New Mexico	$6.57M	$0	3	0.27%	Maintained
435	CCT Country Club Trust Kansas City, Missouri	$6.52M	+$253K	1	0.85%	Increased
436	PIM Platinum Investment Management Sydney Australia 2000, Australia	$6.52M	+$571K	1	0.11%	Increased
437	DVM Dreman Value Management West Palm Beach, Florida	$6.48M	-$258K	2	0.49%	Reduced
438	Regions Financial Corp Birmingham, Alabama	$6.48M	-$575K	3	0.08%	Reduced
439	Teacher Retirement System of Texas Austin, Texas	$6.45M	+$4.84M	10	0.05%	Increased
440	Asset Management One Tokyo, Japan	$6.45M	-$4.89M	3	0.1%	Reduced
441	Fiera Capital (Canada) Montreal, Quebec, Canada	$6.42M	-$289K	3	0.03%	Reduced
442	DCM Daruma Capital Management New York	$6.42M	-$1.24M	1	0.26%	Reduced
443	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$6.37M	-$486K	3	0.2%	Reduced
444	Westwood Holdings Group Dallas, Texas	$6.35M	+$1.43M	1	0.05%	Increased
445	TA Teton Advisors Rye, New York	$6.35M	+$261K	2	0.42%	Increased
446	ICM Invicta Capital Management New York	$6.3M	-$5.15M	1	3.29%	Reduced
447	CCT Chemung Canal Trust Elmira, New York	$6.28M	-$34.4K	1	1.24%	Reduced
448	Bridgeway Capital Management Houston, Texas	$6.26M	+$392K	3	0.16%	Increased
449	WesBanco Bank Wheeling, West Virginia	$6.25M	-$18.6K	3	0.35%	Reduced
450	SVP Springbank Value Partners Hampton Bays, New York	$6.23M	+$11.6K	2	11.01%	Increased