← 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	Aristotle Capital Boston Boston, Massachusetts	$12.1M	+$557K	1	1.36%	Increased
452	Amalgamated Bank New York	$11.9M	+$4.17M	7	0.39%	Increased
453	SI Sapience Investments Newport Beach, California	$11.9M	$0	1	1.87%	Maintained
454	CIC Cornercap Investment Counsel Atlanta, Georgia	$11.8M	-$2.49M	3	1.98%	Reduced
455	Catalyst Capital Advisors Huntington, New York	$11.8M	+$6.93M	4	0.5%	Increased
456	Commonwealth Equity Services Waltham, Massachusetts	$11.7M	-$805K	7	0.07%	Reduced
457	L & S Advisors Los Angeles, California	$11.6M	+$4.42M	2	2.04%	Increased
458	TCW Group Los Angeles, California	$11.5M	-$28M	1	0.1%	Reduced
459	JCM Jag Capital Management St Louis, Missouri	$11.5M	-$9.14M	1	2.3%	Reduced
460	Badgley, Phelps & Bell Seattle, Washington	$11.3M	+$79.6K	1	0.88%	Increased
461	CCM Investment Advisers Columbia, South Carolina	$11.3M	-$1.3M	1	2.21%	Reduced
462	Pillar Pacific Capital Management Pacifica, California	$11.2M	-$192K	3	1.53%	Reduced
463	CIBC Asset Management Toronto, Ontario, Canada	$11M	+$290K	3	0.08%	Increased
464	Virtu KCG Holdings New York	$11M	-$2.75M	12	0.31%	Reduced
465	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$11M	-$555K	2	0.08%	Reduced
466	QS Investors New York	$10.8M	-$4.25M	6	0.09%	Reduced
467	VIA Virtus Investment Advisers Hartford, Connecticut	$10.8M	-$3.2M	3	1.05%	Reduced
468	Simplex Trading Chicago, Illinois	$10.8M	+$2.01M	15	0.47%	Increased
469	TA Teton Advisors Rye, New York	$10.7M	+$588K	4	1.05%	Increased
470	BPM Bowling Portfolio Management Cincinnati, Ohio	$10.6M	-$2.5M	4	1.56%	Reduced
471	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$10.4M	+$171K	9	0.51%	Increased
472	Curi RMB Capital Chicago, Illinois	$10.4M	+$11.5M	2	0.3%	Increased
473	Truist Financial Charlotte, North Carolina	$10.4M	-$38.6K	4	0.21%	Reduced
474	GAM Holding Zurich, Switzerland	$10.4M	-$3.31M	4	0.15%	Reduced
475	CC Carlson Capital Dallas, Texas	$10.3M	+$2.02M	1	0.15%	Increased