← 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
26	TIAA CREF Investment Management New York	$365M	+$363M	12	0.3%	New
27	Managed Account Advisors Jersey City, New Jersey	$326M	+$319M	10	0.5%	New
28	Parnassus Investments San Francisco, California	$320M	+$312M	2	4.19%	New
29	Eagle Asset Management St Petersburg, Florida	$300M	+$302M	5	1.99%	New
30	BlackRock Group London, United Kingdom	$294M	+$292M	11	0.22%	New
31	ClearBridge Investments New York	$294M	+$292M	5	0.45%	New
32	Prudential plc London, England, United Kingdom	$288M	+$282M	3	1.56%	New
33	Franklin Resources San Mateo, California	$284M	+$278M	6	0.16%	New
34	Geode Capital Management Boston, Massachusetts	$268M	+$265M	15	0.24%	New
35	Bank of America Charlotte, North Carolina	$255M	+$250M	17	0.11%	New
36	KeyBank National Association Cleveland, Ohio	$247M	+$243M	7	0.91%	New
37	Wells Fargo San Francisco, California	$245M	+$242M	16	0.13%	New
38	Capital World Investors Los Angeles, California	$231M	+$226M	1	0.07%	New
39	Fisher Asset Management Camas, Washington	$219M	+$220M	5	0.57%	New
40	AWM Ashmore Wealth Management Wilmington, Delaware	$214M	+$209M	2	5.06%	New
41	NIMC NWQ Investment Management Company Los Angeles, California	$204M	+$202M	3	1.78%	New
42	Neuberger Berman Group New York	$203M	+$195M	5	0.24%	New
43	Morgan Stanley New York	$200M	+$194M	15	0.1%	New
44	Fred Alger Management New York	$191M	+$190M	4	1.13%	New
45	Deutsche Bank Frankfurt Am Main Ge, Germany	$186M	+$184M	15	0.15%	New
46	Marsico Capital Management Denver, Colorado	$183M	+$176M	1	1.15%	New
47	Allianz Asset Management Munich, Germany	$179M	+$177M	7	0.25%	New
48	Epoch Investment Partners New York	$173M	+$170M	3	0.86%	New
49	BlackRock Investment Management Wilmington, Delaware	$171M	+$169M	14	0.31%	New
50	BlackRock Advisors Wilmington, Delaware	$170M	+$170M	15	0.18%	New