← 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	GD Grandfield & Dodd New York	$16.5M	-$3.37M	1	1.86%	Reduced
427	NCGI Next Century Growth Investors Plymouth, Minnesota	$16.5M	-$3.74M	1	1.98%	Reduced
428	Kornitzer Capital Management Shawnee Mission, Kansas	$16.4M	+$1.01M	4	0.29%	Increased
429	Janney Montgomery Scott Philadelphia, Pennsylvania	$16.4M	-$3.13K	7	0.19%	Reduced
430	SCGE Management Menlo Park, California	$16.4M	+$14.2M	1	3.41%	New
431	Achmea Investment Management Zeist, Netherlands	$16.3M	-$290K	3	0.93%	Reduced
432	CG Clinton Group New York	$16.3M	-$3.13M	3	1.79%	Reduced
433	Bridgewater Associates Westport, Connecticut	$16.1M	+$4.38M	2	0.11%	Increased
434	CIC Cornercap Investment Counsel Atlanta, Georgia	$16M	+$691K	3	2.25%	Increased
435	EBIM Eagle Boston Investment Management Boston, Massachusetts	$15.9M	+$188K	1	1.63%	Increased
436	Shelton Capital Management Denver, Colorado	$15.8M	+$3.04M	6	1.07%	Increased
437	Jefferies Group New York	$15.7M	-$29.2M	6	0.1%	Reduced
438	SCM Suffolk Capital Management New York	$15.7M	-$2.15M	2	2.07%	Reduced
439	Zurich Insurance Group Zurich, Switzerland	$15.6M	+$2.62M	3	0.43%	Increased
440	MUFG Americas New York	$15.6M	-$47.1K	6	0.49%	Reduced
441	Burney Company Reston, Virginia	$15.4M	+$12.8M	3	1%	Increased
442	Commonwealth Equity Services Waltham, Massachusetts	$15.4M	+$630K	9	0.09%	Increased
443	Baker Avenue Asset Management San Francisco, California	$15.2M	-$1.63M	1	1.71%	Reduced
444	TAM Tiverton Asset Management Wilimington, Delaware	$15M	-$995K	2	0.85%	Reduced
445	Amalgamated Bank New York	$14.9M	+$130K	7	0.46%	Increased
446	BA Broadview Advisors Milwaukee, Wisconsin	$14.8M	-$1.01M	1	2.16%	Reduced
447	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$14.7M	-$1.67M	2	2.09%	Reduced
448	Cubist Systematic Strategies Stamford, Connecticut	$14.6M	-$25.1M	15	0.82%	Reduced
449	BAMCO Inc New York	$14.6M	+$3.96M	3	0.07%	Increased
450	TA Teton Advisors Rye, New York	$14.6M	-$387K	4	1.35%	Reduced