← 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	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$5.63M	-$12.1M	3	0.08%	Reduced
477	GP GLG Partners London, United Kingdom	$5.59M	+$5.17M	2	0.13%	New
478	Magnetar Financial Evanston, Illinois	$5.59M	-$18.7M	2	0.09%	Reduced
479	MC Maplelane Capital New York	$5.59M	+$5.06M	3	0.35%	Increased
480	SCM Sandler Capital Management New York	$5.54M	-$5.31M	1	0.23%	Reduced
481	Weiss Multi-Strategy Advisers New York	$5.54M	-$4.36M	2	0.12%	Reduced
482	CAM CG Asset Management New York	$5.46M	-$1.44M	2	2.31%	Reduced
483	ICM ICC Capital Management Orlando, Florida	$5.43M	-$5.02M	2	0.57%	Reduced
484	KRC Kingdom Ridge Capital White Plains, New York	$5.4M	+$5.18M	1	1.54%	New
485	GF Goodman Financial Houston, Texas	$5.36M	-$61.1K	1	3.21%	Reduced
486	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$5.33M	+$714K	3	0.56%	Increased
487	DIA Denver Investment Advisors Denver, Colorado	$5.33M	-$986K	2	0.16%	Reduced
488	PPCM Pillar Pacific Capital Management Pacifica, California	$5.29M	+$378K	3	0.99%	Increased
489	LPL Financial San Diego, California	$5.26M	-$127K	4	0.03%	Reduced
490	CEP Chicago Equity Partners Chicago, Illinois	$5.24M	+$2.91M	2	0.14%	Increased
491	NIP Nicholas Investment Partners Rancho Santa Fe, California	$5.13M	-$789K	1	0.3%	Reduced
492	WTB Washington Trust Bank Spokane, Washington	$5.07M	-$235K	4	1.03%	Reduced
493	KIC Keating Investment Counselors Delray Beach, Florida	$5.01M	-$54.4K	1	2.42%	Reduced
494	Nippon Life Global Investors Americas New York	$4.9M	-$2.27M	1	0.46%	Reduced
495	ETrade Capital Management Arlington, Virginia	$4.89M	+$1.21M	3	0.33%	Increased
496	LSC Lyon Street Capital Sausalito, California	$4.88M	+$765K	1	2.15%	Increased
497	VAM Visium Asset Management New York	$4.88M	+$1.14M	3	0.08%	Increased
498	EBIM Eagle Boston Investment Management Boston, Massachusetts	$4.84M	+$5.15M	1	0.24%	New
499	JGUA John G. Ullman & Associates Corning, New York	$4.82M	-$216K	2	0.88%	Reduced
500	AMI Amica Mutual Insurance Providence, Rhode Island	$4.8M	$0	3	0.38%	Maintained