← 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	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$10M	-$593K	1	1.92%	Reduced
427	TCM Twin Capital Management Mcmurray, Pennsylvania	$9.93M	+$1.98M	2	0.66%	Increased
428	PC Passport Capital San Francisco, California	$9.93M	+$6.85M	2	0.21%	Increased
429	MSA Mason Street Advisors Milwaukee, Wisconsin	$9.91M	+$104K	9	0.28%	Increased
430	GIM Grassi Investment Management Santa Clara, California	$9.86M	-$1.27M	2	1.85%	Reduced
431	GH GAM Holding Zurich, Switzerland	$9.84M	-$1.09M	3	0.17%	Reduced
432	Xact Kapitalforvaltning Stockholm, Sweden	$9.75M	+$9.28M	3	0.35%	New
433	VCM Vigilant Capital Management Portland, Maine	$9.72M	+$155K	1	1.72%	Increased
434	TAM Tiverton Asset Management Wilimington, Delaware	$9.57M	+$5M	2	0.77%	Increased
435	PCM Penn Capital Management Philadelphia, Pennsylvania	$9.45M	+$1.18M	1	0.64%	Increased
436	Virtu KCG Holdings New York	$9.31M	+$3.07M	10	0.22%	Increased
437	Jefferies Group New York	$9.26M	+$3.94M	3	0.05%	Increased
438	B BP London, United Kingdom	$9.19M	$0	3	0.35%	Maintained
439	CIC Cornercap Investment Counsel Atlanta, Georgia	$9.18M	+$598	2	1.67%	Increased
440	NC Northpointe Capital Bloomfield Hills, Michigan	$9.15M	+$3.86M	2	0.95%	Increased
441	Gabelli Funds Rye, New York	$9.13M	-$434K	3	0.05%	Reduced
442	PC Pier Capital Stamford, Connecticut	$9.1M	+$8.6M	2	1.61%	New
443	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$9.09M	-$1.5M	1	0.41%	Reduced
444	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$8.99M	-$1.3M	2	2.14%	Reduced
445	FHAM Folger Hill Asset Management New York	$8.98M	-$2.35M	1	0.54%	Reduced
446	Palisade Capital Management Fort Lee, New Jersey	$8.93M	+$2.42M	2	0.32%	Increased
447	AL Airain Ltd St. Peter Port, Guernsey	$8.9M	-$2.62M	2	0.53%	Reduced
448	HP Harvey Partners Tarrytown, New York	$8.89M	-$1.1M	2	10.66%	Reduced
449	SCM Schneider Capital Management Berwyn, Pennsylvania	$8.87M	-$1.39M	2	1.44%	Reduced
450	TI Turner Investments Berwyn, Pennsylvania	$8.77M	+$2.46M	2	2.9%	Increased