← 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	SCM Suffolk Capital Management New York	$13.8M	+$957K	2	1.82%	Increased
427	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$13.6M	+$1.89M	3	0.51%	Increased
428	Baker Avenue Asset Management San Francisco, California	$13.6M	-$614K	1	1.8%	Reduced
429	MN Services Vermogensbeheer The Hague, Netherlands	$13.5M	+$11.8M	3	0.37%	Increased
430	Mitsubishi UFJ Asset Management Tokyo, Japan	$13.4M	-$2.77M	3	0.33%	Reduced
431	Kornitzer Capital Management Shawnee Mission, Kansas	$13.3M	-$3.16M	4	0.23%	Reduced
432	Meag Munich Ergo Munich, Germany	$13.3M	+$13.7M	2	0.59%	New
433	Achmea Investment Management Zeist, Netherlands	$13.2M	-$1.33M	3	0.8%	Reduced
434	DnB Asset Management Oslo, Norway	$13.2M	-$3.93M	3	0.19%	Reduced
435	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$13.2M	-$4.18M	2	1.85%	Reduced
436	TGM Tenzing Global Management San Francisco, California	$13.1M	-$6.34M	1	11.36%	Reduced
437	Janney Montgomery Scott Philadelphia, Pennsylvania	$13.1M	+$1.23M	8	0.16%	Increased
438	TCM Tributary Capital Management Omaha, Nebraska	$13.1M	-$13.2M	2	1.15%	Reduced
439	FP Foundry Partners Minneapolis, Minnesota	$13M	-$3.94M	1	0.53%	Reduced
440	Gabelli Funds Rye, New York	$12.9M	+$1.34M	4	0.08%	Increased
441	TAM Tiverton Asset Management Wilimington, Delaware	$12.7M	$0	2	0.69%	Maintained
442	IC Inverness Counsel New York	$12.7M	-$1.07M	1	0.88%	Reduced
443	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$12.7M	+$1.53M	2	0.27%	Increased
444	PFC Phocas Financial Corp Alameda, California	$12.5M	+$630K	1	1.13%	Increased
445	MUFG Americas New York	$12.4M	-$627K	6	0.4%	Reduced
446	Sterling Capital Management Charlotte, North Carolina	$12.4M	-$37M	4	0.12%	Reduced
447	B BP London, United Kingdom	$12.3M	+$2.4M	3	0.45%	Increased
448	CCP Clough Capital Partners Boston, Massachusetts	$12.2M	+$12.7M	1	0.85%	New
449	CAM Centre Asset Management New York	$12.2M	+$337K	2	3.25%	Increased
450	EBIM Eagle Boston Investment Management Boston, Massachusetts	$12.2M	-$1.55M	1	1.32%	Reduced