← 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	Vident Investment Advisory Alpharetta, Georgia	$6.16M	-$5.33M	3	0.87%	Reduced
452	TA Teton Advisors Rye, New York	$6.16M	+$1.16M	3	0.56%	Increased
453	CCM Cadence Capital Management Boston, Massachusetts	$6.16M	+$1.22M	3	0.46%	Increased
454	NAM Netols Asset Management Mequon, Wisconsin	$6.16M	-$199K	1	1.39%	Reduced
455	First Citizens Bank & Trust Raleigh, North Carolina	$6.15M	+$80.8K	4	0.55%	Increased
456	FCI Financial Counselors Inc Overland Park, Kansas	$6.15M	+$42.6K	1	0.37%	Increased
457	BCM BTC Capital Management Des Moines, Iowa	$6.1M	+$1.56M	2	1.32%	Increased
458	BPM Bowling Portfolio Management Cincinnati, Ohio	$6.03M	-$242K	1	0.99%	Reduced
459	Menora Mivtachim Holdings Ramat Gan, Israel	$6.01M	+$2.97M	1	0.34%	Increased
460	AB AT Bancorp Dubuque, Iowa	$5.98M	+$5.72M	1	0.89%	New
461	Jupiter Asset Management London, United Kingdom	$5.97M	-$377K	1	0.23%	Reduced
462	New Mexico Educational Retirement Board Santa Fe, New Mexico	$5.94M	+$153K	3	0.27%	Increased
463	KCM Kempner Capital Management Galveston, Texas	$5.9M	$0	1	3.79%	Maintained
464	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$5.89M	+$5.63M	1	0.51%	New
465	TAM THB Asset Management Norwalk, Connecticut	$5.89M	-$529K	2	0.76%	Reduced
466	Commonwealth Equity Services Waltham, Massachusetts	$5.88M	-$51.7K	7	0.05%	Reduced
467	SST S Squared Technology New York	$5.86M	-$1.21M	3	6.14%	Reduced
468	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$5.85M	+$259K	3	2.65%	Increased
469	RCM Riverhead Capital Management Wilmington, Delaware	$5.75M	-$20.8M	8	0.19%	Reduced
470	SFM Signet Financial Management Parsippany, New Jersey	$5.72M	-$812K	1	1.32%	Reduced
471	RIG Roosevelt Investment Group New York	$5.71M	+$5.46M	1	0.44%	New
472	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$5.66M	-$232K	1	5.04%	Reduced
473	ACB Aristotle Capital Boston Boston, Massachusetts	$5.61M	+$189K	1	1.09%	Increased
474	Wolverine Asset Management Chicago, Illinois	$5.6M	+$803K	1	0.09%	Increased
475	Verition Fund Management Greenwich, Connecticut	$5.6M	-$204K	4	0.71%	Reduced