← 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
451	CAM Centre Asset Management New York	$6.22M	-$242K	1	0.94%	Reduced
452	CAM Cubic Asset Management Boston, Massachusetts	$6.22M	+$3.67M	3	2.05%	Increased
453	Raymond James Trust St. Petersburg, Florida	$6.21M	+$221K	2	0.71%	Increased
454	BPBT Boston Private Bank & Trust Boston, Massachusetts	$6.21M	+$241K	4	0.3%	Increased
455	NCM Northroad Capital Management New York	$6.2M	+$98.5K	1	2.17%	Increased
456	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$6.19M	+$1.02M	4	0.59%	Increased
457	Select Equity Group New York	$6.18M	+$6.08M	1	0.06%	New
458	SCM Schneider Capital Management Berwyn, Pennsylvania	$6.11M	+$1.68M	1	0.66%	Increased
459	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$6.08M	+$821K	2	1.73%	Increased
460	RBA Richard Bernstein Advisors New York	$5.99M	+$5.48M	1	0.7%	New
461	SCM Signia Capital Management Spokane, Washington	$5.92M	+$2.17M	1	2.66%	Increased
462	Highbridge Capital Management New York	$5.87M	+$3.34M	4	0.07%	Increased
463	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$5.86M	$0	4	1.16%	Maintained
464	Zurich Cantonal Bank Zurich, Switzerland	$5.83M	+$1.49M	5	0.17%	Increased
465	TC TFS Capital West Chester, Pennsylvania	$5.79M	-$1.16M	6	0.46%	Reduced
466	Calamos Advisors Naperville, Illinois	$5.75M	-$19.4M	2	0.04%	Reduced
467	WI WHV Investments San Francisco, California	$5.74M	-$1.43M	1	0.07%	Reduced
468	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$5.72M	-$1.49M	3	0.16%	Reduced
469	DC Deere & Company Moline, Illinois	$5.71M	+$95.3K	6	0.31%	Increased
470	PCM Potomac Capital Management New York	$5.67M	-$97.3K	1	4.45%	Reduced
471	Manning & Napier Advisors Fairport, New York	$5.67M	+$1.38M	2	0.02%	Increased
472	ACM Artha Capital Management Stamford, Connecticut	$5.66M	-$1.49M	1	4.61%	Reduced
473	LTI Laffer Tengler Investments Nashville, Tennessee	$5.65M	-$439K	2	0.87%	Reduced
474	Cubist Systematic Strategies Stamford, Connecticut	$5.64M	+$5.13M	6	0.34%	New
475	AC AFAM Capital Austin, Texas	$5.64M	+$57.7K	1	0.71%	Increased