← 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	Nicholas Investment Partners Rancho Santa Fe, California	$8.95M	+$3.63M	1	0.68%	Increased
452	CCM Investment Advisers Columbia, South Carolina	$8.89M	+$772K	1	1.88%	Increased
453	SCM Suffolk Capital Management New York	$8.89M	+$8.3M	1	1.22%	New
454	Pillar Pacific Capital Management Pacifica, California	$8.87M	-$42.8K	3	1.36%	Reduced
455	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$8.86M	-$444K	9	0.46%	Reduced
456	Navellier & Associates Reno, Nevada	$8.84M	+$2.32M	2	1.46%	Increased
457	Kornitzer Capital Management Shawnee Mission, Kansas	$8.8M	+$5.74M	4	0.16%	Increased
458	3C 361 Capital Denver, Colorado	$8.61M	+$8.07M	2	2.04%	Increased
459	Walleye Trading New York	$8.59M	+$3.48M	5	0.06%	Increased
460	CIBC Asset Management Toronto, Ontario, Canada	$8.53M	+$47.7K	3	0.06%	Increased
461	Shelton Capital Management Denver, Colorado	$8.49M	-$243K	5	0.65%	Reduced
462	Badgley, Phelps & Bell Seattle, Washington	$8.47M	-$3.24M	1	0.73%	Reduced
463	Inverness Counsel New York	$8.46M	+$7.35M	1	0.64%	New
464	Jane Street New York	$8.45M	-$2.68M	6	0.04%	Reduced
465	DL Delta Lloyd Amsterdam, Netherlands	$8.37M	+$3.4M	2	0.26%	Increased
466	ED Exane Derivatives Paris, France	$8.26M	-$595K	3	1.63%	Reduced
467	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$8.21M	-$66.2M	2	0.09%	Reduced
468	LPL Financial San Diego, California	$8.18M	+$241K	8	0.06%	Increased
469	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$8.18M	+$358K	9	0.09%	Increased
470	Allstate Corporation Northbrook, Illinois	$8.13M	+$7.22M	1	0.49%	Increased
471	Hosking Partners London, United Kingdom	$8.08M	+$6.94M	1	0.26%	New
472	CAM Centre Asset Management New York	$8.05M	+$7.82M	1	1.56%	New
473	Jupiter Asset Management London, United Kingdom	$8.04M	$0	1	0.3%	Maintained
474	TA Teton Advisors Rye, New York	$8.03M	-$13.6K	3	0.81%	Reduced
475	HS HighVista Strategies Boston, Massachusetts	$8M	-$15.6M	3	1.57%	Reduced