← 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	GS GAM Systematic Cambridge, United Kingdom	$5.6M	+$2.07M	4	1.35%	Increased
477	GL GLG LLC New York	$5.58M	-$718K	3	0.42%	Reduced
478	Shelton Capital Management Denver, Colorado	$5.52M	-$353K	4	0.49%	Reduced
479	HIS Horizon Investment Services Hammond, Indiana	$5.47M	+$17.6K	2	2.77%	Increased
480	TI Turner Investments Berwyn, Pennsylvania	$5.45M	+$1.32M	2	1.71%	Increased
481	Regions Financial Corp Birmingham, Alabama	$5.42M	-$1.17M	2	0.07%	Reduced
482	BNP Paribas Asset Management Paris, France	$5.36M	-$377K	3	0.05%	Reduced
483	MIM Martin Investment Management Palm Beach Gardens, Florida	$5.35M	+$1.66M	1	0.89%	Increased
484	Manning & Napier Advisors Fairport, New York	$5.31M	+$226K	1	0.03%	Increased
485	SAM Sentinel Asset Management Montpelier, Vermont	$5.3M	+$4.5M	1	0.13%	New
486	Virtu KCG Holdings New York	$5.28M	-$1.33M	4	0.11%	Reduced
487	Asset Management One Tokyo, Japan	$5.28M	+$129K	3	0.08%	Increased
488	Palisade Capital Management Fort Lee, New Jersey	$5.17M	+$4.58M	2	0.19%	Increased
489	SG Americas Securities New York	$5.06M	-$4.27M	4	0.04%	Reduced
490	Societe Generale	$5.06M	+$4.76M	4	0.04%	New
491	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$5.06M	+$1.33M	3	0.23%	Increased
492	HM Harvest Management New York	$5.05M	+$2.37M	1	3.82%	Increased
493	D.A. Davidson & Co Great Falls, Montana	$5.05M	+$808K	9	0.15%	Increased
494	LPL Financial San Diego, California	$5.03M	+$1.6M	6	0.04%	Increased
495	Livforsakringsbolaget Skandia Stockholm, Sweden	$5.02M	+$33.1K	3	0.22%	Increased
496	SAM Securian Asset Management St Paul, Minnesota	$5.01M	-$38.5K	3	0.14%	Reduced
497	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$4.98M	$0	4	1.06%	Maintained
498	AEGON Asset Management (UK) Edinburgh, United Kingdom	$4.96M	+$2.82M	1	0.14%	Increased
499	Conning Inc Hartford, Connecticut	$4.95M	+$3.67M	4	0.2%	Increased
500	Amalgamated Bank New York	$4.95M	+$2M	5	0.29%	Increased