← 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
476	Dorsal Capital Management Redwood City, California	$173M	+$121M	1	6.14%	New
477	United Capital Financial Advisors Irving, Texas	$173M	+$496K	7	0.95%	Increased
478	Johnson Investment Counsel Cincinnati, Ohio	$173M	-$4.32M	4	1.26%	Reduced
479	HIC Harbor Island Capital Topsfield, Massachusetts	$172M	-$15.1M	3	45.91%	Reduced
480	HCPC Hamilton Capital Partners (Canada) Toronto,	$172M	+$650K	3	5%	Increased
481	Bahl & Gaynor Cincinnati, Ohio	$172M	-$3.6M	5	0.79%	Reduced
482	Blackstone Inc New York	$171M	-$10.6M	5	0.44%	Reduced
483	AIP ARS Investment Partners New York	$170M	-$8.93M	3	7.43%	Reduced
484	Fideuram Asset Management (Ireland) Dublin 1,	$169M	+$134M	5	3.22%	Increased
485	Kayne Anderson Rudnick Investment Management Los Angeles, California	$169M	+$6.81M	5	0.52%	Increased
486	Glenview Capital Management New York	$169M	-$56.7M	3	3.07%	Reduced
487	PCM Palestra Capital Management New York	$169M	+$20.1M	1	5.71%	Increased
488	RG Renaissance Group Covington, Kentucky	$167M	-$50.2M	5	6.8%	Reduced
489	Beutel, Goodman & Co Toronto, Ontario, Canada	$167M	-$98.6M	1	1.23%	Reduced
490	Fiduciary Trust Boston, Massachusetts	$166M	-$4.49M	6	1.8%	Reduced
491	Advisory Services Network Atlanta, Georgia	$165M	-$4.24M	7	1.87%	Reduced
492	Allworth Financial Folsom, California	$165M	-$5.02M	15	0.7%	Reduced
493	HP Harvey Partners Tarrytown, New York	$164M	-$65.3M	3	11.24%	Reduced
494	Moore Capital Management New York	$164M	+$51.8M	5	2.43%	Increased
495	Madison Asset Management Madison, Wisconsin	$163M	-$7.8M	3	1.94%	Reduced
496	Munich Reinsurance Munich,	$162M	-$17.1M	3	3.55%	Reduced
497	ACM Argent Capital Management St Louis, Missouri	$162M	-$6.48M	4	5.13%	Reduced
498	Midwest Trust Overland Park, Kansas	$161M	+$2.45M	5	1.82%	Increased
499	Gabelli Funds Rye, New York	$160M	-$9.8M	10	1.02%	Reduced
500	J. Safra Sarasin Holding	$159M	+$13.9M	5	2.29%	Increased