← 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	MUFG Americas New York	$10.5M	-$864K	6	0.35%	Reduced
427	ARTA A.R.T. Advisors New York	$10.5M	+$3.97M	7	0.63%	Increased
428	GH GAM Holding Zurich, Switzerland	$10.4M	-$310K	4	0.18%	Reduced
429	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$10.3M	-$411K	1	1.94%	Reduced
430	ACB Aristotle Capital Boston Boston, Massachusetts	$10.2M	+$1.65M	1	1.4%	Increased
431	CCM Cadence Capital Management Boston, Massachusetts	$10.2M	+$2.8M	4	0.72%	Increased
432	Advisors Capital Management Ridgewood, New Jersey	$10.1M	+$478K	1	0.97%	Increased
433	Daiwa Securities Group Tokyo, Japan	$10.1M	+$5.84M	6	0.06%	Increased
434	D.A. Davidson & Co Great Falls, Montana	$10M	+$2.81M	9	0.23%	Increased
435	PC Pier Capital Stamford, Connecticut	$9.99M	-$584K	2	1.81%	Reduced
436	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$9.99M	-$6.99M	2	0.12%	Reduced
437	MSR Main Street Research Lakeville, Connecticut	$9.91M	+$9.52M	1	1.93%	New
438	Barings Charlotte, North Carolina	$9.8M	-$2.47M	5	0.25%	Reduced
439	Quadrature Capital London, United Kingdom	$9.75M	+$4.83M	2	0.31%	Increased
440	KL Kokino LLC Stamford, Connecticut	$9.56M	$0	1	39.96%	Maintained
441	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$9.5M	-$626K	1	0.42%	Reduced
442	TCM Timpani Capital Management Milwaukee, Wisconsin	$9.46M	-$736K	2	3.94%	Reduced
443	SAM Shell Asset Management The Hague, Netherlands	$9.43M	+$963K	7	0.22%	Increased
444	WI Wafra Inc New York	$9.42M	+$299K	1	0.51%	Increased
445	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$9.35M	-$259K	2	2.2%	Reduced
446	Nomura Asset Management Tokyo, Japan	$9.35M	-$30.7K	3	0.17%	Reduced
447	Virtu KCG Holdings New York	$9.31M	-$914K	12	0.23%	Reduced
448	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$9.28M	+$2.26M	3	0.39%	Increased
449	Vident Investment Advisory Alpharetta, Georgia	$9.17M	+$133K	3	1.11%	Increased
450	FNT First Nebraska Trust Lincoln, Nebraska	$9.13M	-$141K	1	2.19%	Reduced