← 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	BPB Badgley, Phelps & Bell Seattle, Washington	$14.5M	-$265K	1	1.07%	Reduced
452	JCM Jag Capital Management St Louis, Missouri	$14.5M	-$40.3K	1	2.71%	Reduced
453	Curi RMB Capital Chicago, Illinois	$14.2M	-$370K	2	0.37%	Reduced
454	MPM Meritage Portfolio Management Overland Park, Kansas	$14.1M	+$6.21M	2	1.38%	Increased
455	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$14M	-$2.73M	3	0.5%	Reduced
456	Wolverine Trading Chicago, Illinois	$14M	-$3.56M	8	0.05%	Reduced
457	Natixis Paris, France	$13.9M	+$6.08M	5	0.13%	Increased
458	HL Financial Services Louisville, Kentucky	$13.9M	+$2.44M	3	0.27%	Increased
459	CIA CCM Investment Advisers Columbia, South Carolina	$13.9M	-$784K	1	2.67%	Reduced
460	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$13.9M	-$1.11M	3	3.93%	Reduced
461	TCM Tygh Capital Management Portland, Oregon	$13.8M	+$2.39M	2	2.76%	Increased
462	SG Americas Securities New York	$13.8M	-$10.1M	13	0.12%	Reduced
463	CIBC Asset Management Toronto, Ontario, Canada	$13.7M	-$141K	3	0.09%	Reduced
464	IA Icon Advisers Greenwood Village, Colorado	$13.3M	+$5.26M	5	0.94%	Increased
465	PPCM Pillar Pacific Capital Management Pacifica, California	$13.3M	-$682K	3	1.71%	Reduced
466	PP Paloma Partners Greenwich, Connecticut	$13.2M	-$12M	9	0.18%	Reduced
467	Marshall Wace London, United Kingdom	$13.1M	+$6.95M	3	0.61%	Increased
468	SI Sprott Inc Toronto, Ontario, Canada	$13M	+$1.5M	2	3.33%	Increased
469	Appaloosa LP Short Hills, New Jersey	$13M	+$11.3M	1	0.18%	New
470	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$13M	+$188K	9	0.09%	Increased
471	GHCM Glen Harbor Capital Management San Diego, California	$12.9M	+$4.08M	7	0.31%	Increased
472	Simplex Trading Chicago, Illinois	$12.8M	-$592K	9	0.52%	Reduced
473	Creative Planning Overland Park, Kansas	$12.8M	+$423K	7	0.06%	Increased
474	B BP London, United Kingdom	$12.7M	-$2.29M	3	0.45%	Reduced
475	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$12.7M	+$64.6K	9	0.6%	Increased