← 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	PFC Phocas Financial Corp Alameda, California	$12.2M	-$1.59M	1	1.13%	Reduced
427	SI Sensato Investors San Francisco, California	$12.2M	-$9.59M	3	2.02%	Reduced
428	TAM Tiverton Asset Management Wilimington, Delaware	$12.2M	-$3.31M	2	0.62%	Reduced
429	Advisors Asset Management Monument, Colorado	$12.2M	-$728K	6	0.2%	Reduced
430	Susquehanna International Group Bala Cynwyd, Pennsylvania	$12.2M	-$14.1M	6	0.01%	Reduced
431	MSR Main Street Research Lakeville, Connecticut	$12.1M	+$99.5K	1	2.13%	Increased
432	Barings Charlotte, North Carolina	$12.1M	+$222K	6	0.24%	Increased
433	3C 361 Capital Denver, Colorado	$12.1M	+$1.59M	3	2.59%	Increased
434	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$12.1M	-$18.1K	1	0.26%	Reduced
435	Daiwa Securities Group Tokyo, Japan	$12.1M	+$52.1K	4	0.08%	Increased
436	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$12M	-$360K	1	2.17%	Reduced
437	Emerald Advisers Leola, Pennsylvania	$12M	+$10.2M	1	0.49%	New
438	Nomura Asset Management Tokyo, Japan	$12M	+$639K	3	0.17%	Increased
439	HGI Hansberger Growth Investors Madison, Wisconsin	$11.9M	-$795K	1	13.92%	Reduced
440	SI Sapience Investments Newport Beach, California	$11.8M	+$6.21M	1	1.94%	Increased
441	Zurich Insurance Group Zurich, Switzerland	$11.8M	-$3.07M	3	0.34%	Reduced
442	CAM Centre Asset Management New York	$11.8M	+$1.91M	2	3.24%	Increased
443	Commonwealth Equity Services Waltham, Massachusetts	$11.8M	+$2.12M	7	0.08%	Increased
444	Gabelli Funds Rye, New York	$11.7M	+$146K	3	0.07%	Increased
445	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$11.5M	+$4.52M	1	0.7%	Increased
446	Janney Montgomery Scott Philadelphia, Pennsylvania	$11.4M	+$1.84M	8	0.15%	Increased
447	AssetMark Inc Concord, California	$11.4M	+$188K	5	0.15%	Increased
448	CIA CCM Investment Advisers Columbia, South Carolina	$11.4M	+$547K	1	2.27%	Increased
449	DL Delta Lloyd Amsterdam, Netherlands	$11.4M	+$1.16M	3	0.34%	Increased
450	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$11.3M	+$1.29M	1	0.12%	Increased