← 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	Dai-ichi Life Insurance Company Tokyo, Japan	$16M	-$802K	3	0.31%	Reduced
427	KCM Kingdon Capital Management New York	$16M	-$9.57M	1	1.03%	Reduced
428	Commonwealth Equity Services Waltham, Massachusetts	$15.9M	+$926K	11	0.09%	Increased
429	BCAM Boston Common Asset Management Boston, Massachusetts	$15.9M	-$8.58M	2	1.89%	Reduced
430	IC Inverness Counsel New York	$15.9M	-$9.84M	1	1%	Reduced
431	Rubric Capital Management (New York) New York	$15.9M	+$18.3M	1	1.96%	New
432	Clal Insurance Tel-Aviv, Israel	$15.5M	$0	1	0.41%	Maintained
433	HAM Honeycomb Asset Management New York	$15.3M	-$5.34M	1	1.92%	Reduced
434	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$15.2M	-$26.3M	3	1.12%	Reduced
435	Baillie Gifford & Co Edinburgh, United Kingdom	$15.2M	+$1.65M	1	0.02%	Increased
436	Meag Munich Ergo Munich, Germany	$15.1M	+$12.1M	3	0.58%	Increased
437	GD Grandfield & Dodd New York	$15.1M	-$1.16M	1	1.62%	Reduced
438	Banque Pictet & Cie Geneva 73, Switzerland	$15.1M	+$7.17M	2	0.3%	Increased
439	TAM Tiverton Asset Management Wilimington, Delaware	$15M	+$167K	4	0.94%	Increased
440	GCP Garelick Capital Partners Boston, Massachusetts	$14.8M	-$11.2M	1	3.01%	Reduced
441	Quantbot Technologies New York	$14.7M	+$6.91M	13	1.36%	Increased
442	BAMCO Inc New York	$14.6M	-$482K	3	0.07%	Reduced
443	PP Paloma Partners Greenwich, Connecticut	$14.5M	+$2.03M	7	0.19%	Increased
444	Baker Avenue Asset Management San Francisco, California	$14.4M	-$570K	1	1.39%	Reduced
445	CG Clinton Group New York	$14.4M	-$2.09M	4	1.26%	Reduced
446	JIR James Investment Research Alpha, Ohio	$14.3M	+$4.35M	9	0.49%	Increased
447	SCA Secor Capital Advisors New York	$14.3M	+$12.8M	5	0.57%	Increased
448	RHJA Rice Hall James & Associates San Diego, California	$14.2M	-$2.46M	2	0.56%	Reduced
449	T TOBAM Paris, France	$14.1M	-$18.4M	1	0.61%	Reduced
450	State of Alaska Department of Revenue Juneau, Alaska	$14.1M	+$7.66M	9	0.34%	Increased