← 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	GAAM Guinness Atkinson Asset Management Pasadena, California	$5.58M	$0	1	2.56%	Maintained
427	BAMCO Inc New York	$5.58M	-$138K	2	0.02%	Reduced
428	Engineers Gate Manager New York	$5.56M	+$1.98M	4	0.54%	Increased
429	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$5.53M	+$109K	1	1.11%	Increased
430	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$5.48M	+$732K	3	0.11%	Increased
431	Tudor Investment Corp Stamford, Connecticut	$5.38M	+$2.57M	7	0.16%	Increased
432	KCM Keane Capital Management Charlotte, North Carolina	$5.35M	+$1.76M	3	5.5%	Increased
433	CC Carlson Capital Dallas, Texas	$5.32M	-$10M	1	0.06%	Reduced
434	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$5.32M	-$1.29M	3	0.52%	Reduced
435	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$5.32M	-$1.57M	4	0.18%	Reduced
436	T Tinicum New York	$5.3M	$0	1	2.64%	Maintained
437	OCG Opus Capital Group Cincinnati, Ohio	$5.29M	+$5.08M	1	0.83%	New
438	IAM Ion Asset Management Herzliya, Israel	$5.23M	+$421K	2	6.11%	Increased
439	Eaton Vance Management Boston, Massachusetts	$5.22M	-$4.94M	4	0.02%	Reduced
440	FNT First Nebraska Trust Lincoln, Nebraska	$5.18M	-$128K	1	1.58%	Reduced
441	TCM Tributary Capital Management Omaha, Nebraska	$5.13M	+$121K	1	0.8%	Increased
442	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$5.11M	+$1.67M	3	0.09%	Increased
443	DAM Delta Asset Management Memphis, Tennessee	$5.11M	+$91.2K	4	0.95%	Increased
444	SCM Schneider Capital Management Berwyn, Pennsylvania	$5.07M	-$275K	1	0.65%	Reduced
445	FNYS First New York Securities New York	$5.04M	-$836K	3	2.53%	Reduced
446	Raymond James Trust St. Petersburg, Florida	$5.04M	+$2.94K	2	0.53%	Increased
447	PPCM Pillar Pacific Capital Management Pacifica, California	$5.04M	+$206K	3	0.87%	Increased
448	TA Teton Advisors Rye, New York	$5.03M	-$101K	3	0.34%	Reduced
449	PWM Patriot Wealth Management Houston, Texas	$5.03M	+$5.37M	1	1.12%	New
450	HS HighVista Strategies Boston, Massachusetts	$5.02M	+$399K	1	0.86%	Increased