← 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	HSA Hussman Strategic Advisors Ellicott City, Maryland	$7.33M	$0	1	1.12%	Maintained
427	BIA Barry Investment Advisors New Bedford, Massachusetts	$7.24M	-$277K	1	2.82%	Reduced
428	PPCM Pillar Pacific Capital Management Pacifica, California	$7.11M	+$247K	3	1.2%	Increased
429	Shinko Asset Management Company Tokyo, Japan	$7.05M	-$379K	5	0.05%	Reduced
430	Nomura Asset Management Tokyo, Japan	$7M	-$2.1M	3	0.13%	Reduced
431	FNT First Nebraska Trust Lincoln, Nebraska	$6.97M	+$27.6K	1	1.82%	Increased
432	CIBC Asset Management Toronto, Ontario, Canada	$6.96M	-$148K	3	0.05%	Reduced
433	GAAM Guinness Atkinson Asset Management Pasadena, California	$6.96M	$0	1	4.36%	Maintained
434	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$6.96M	-$114K	9	0.37%	Reduced
435	PWAM Park West Asset Management San Francisco, California	$6.94M	+$8.09M	1	0.7%	New
436	PCM Penn Capital Management Philadelphia, Pennsylvania	$6.93M	+$4.68M	1	0.39%	Increased
437	GAMCO Investors Greenwich, Connecticut	$6.88M	+$721K	2	0.05%	Increased
438	DnB Asset Management Oslo, Norway	$6.78M	+$63K	2	0.14%	Increased
439	PWM Patriot Wealth Management Houston, Texas	$6.73M	+$129K	1	1.33%	Increased
440	Rafferty Asset Management New York	$6.66M	-$84.6K	4	0.45%	Reduced
441	TCM Twin Capital Management Mcmurray, Pennsylvania	$6.63M	+$1.28M	2	0.5%	Increased
442	AL AJO LP Philadelphia, Pennsylvania	$6.59M	+$6.07M	1	0.03%	New
443	ING Group Amsterdam, Netherlands	$6.54M	+$1.27M	2	0.09%	Increased
444	Westwood Holdings Group Dallas, Texas	$6.51M	-$349K	1	0.06%	Reduced
445	Profund Advisors Bethesda, Maryland	$6.46M	-$600K	9	0.31%	Reduced
446	Walleye Trading New York	$6.41M	+$1.54M	11	0.04%	Increased
447	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$6.35M	+$290K	5	0.09%	Increased
448	Los Angeles Capital Management Los Angeles, California	$6.32M	-$1.87M	4	0.05%	Reduced
449	Eaton Vance Management Boston, Massachusetts	$6.2M	-$1.81M	4	0.02%	Reduced
450	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$6.17M	-$144K	1	0.27%	Reduced