← 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	Jupiter Asset Management London, United Kingdom	$12.5M	-$264K	1	0.43%	Reduced
477	Daiwa Securities Group Tokyo, Japan	$12.5M	+$1.12M	3	0.09%	Increased
478	Osborn Williams & Donohoe Cincinnati, Ohio	$12.5M	-$239K	1	2.25%	Reduced
479	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$12.4M	-$3.78M	1	0.28%	Reduced
480	MIP Marietta Investment Partners Milwaukee, Wisconsin	$12.3M	-$118K	3	3.68%	Reduced
481	Tudor Investment Corp Stamford, Connecticut	$12.3M	+$3.77M	10	0.31%	Increased
482	Convergence Investment Partners Palm Beach Gardens, Florida	$12.2M	+$716K	4	1.73%	Increased
483	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$12.2M	+$422K	10	0.64%	Increased
484	BPM Bowling Portfolio Management Cincinnati, Ohio	$12M	-$1.21M	5	1.81%	Reduced
485	Algert Global San Francisco, California	$12M	+$5.19M	5	2.74%	Increased
486	RCMC RK Capital Management (Colorado) Denver, Colorado	$11.9M	+$4.57M	2	2.78%	Increased
487	Prelude Capital Management New York	$11.9M	+$6.42M	7	1.07%	Increased
488	HAM Hillcrest Asset Management Plano, Texas	$11.9M	-$266K	1	2.15%	Reduced
489	VIA Virtus Investment Advisers Hartford, Connecticut	$11.8M	-$1.53M	3	1.24%	Reduced
490	Nicholas Investment Partners Rancho Santa Fe, California	$11.7M	-$4.96M	3	0.81%	Reduced
491	RIG Roosevelt Investment Group New York	$11.5M	-$778K	1	1.06%	Reduced
492	Bradley Foster & Sargent Hartford, Connecticut	$11.4M	-$284K	1	0.44%	Reduced
493	Ladenburg Thalmann Financial Services Miami, Florida	$11.4M	+$2.18M	17	0.12%	Increased
494	PAA Peregrine Asset Advisers Portland, Oregon	$11.3M	+$9.12M	3	5.97%	Increased
495	PineBridge Investments New York	$11.3M	-$362K	8	0.27%	Reduced
496	HGI Hansberger Growth Investors Madison, Wisconsin	$11.3M	-$706K	1	15.22%	Reduced
497	Engineers Gate Manager New York	$11.3M	-$9.34M	6	0.95%	Reduced
498	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$11.3M	+$1.85M	3	0.11%	Increased
499	Securian Asset Management St Paul, Minnesota	$11.1M	+$39.2K	4	0.29%	Increased
500	3C 361 Capital Denver, Colorado	$11M	-$6.11M	4	2.11%	Reduced