← 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	CIA CCM Investment Advisers Columbia, South Carolina	$12.5M	-$1.42M	1	2.41%	Reduced
477	TA Teton Advisors Rye, New York	$12.5M	-$85.3K	4	1.15%	Reduced
478	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$12.5M	-$176K	11	0.57%	Reduced
479	Jupiter Asset Management London, United Kingdom	$12.3M	$0	1	0.35%	Maintained
480	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$12.3M	+$5.25M	2	1.34%	Increased
481	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$12.2M	-$2.4M	2	1.68%	Reduced
482	Kornitzer Capital Management Shawnee Mission, Kansas	$12M	-$5.99M	4	0.2%	Reduced
483	B BP London, United Kingdom	$12M	-$650K	3	0.42%	Reduced
484	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$11.9M	-$344K	1	2.04%	Reduced
485	SAM Securian Asset Management St Paul, Minnesota	$11.9M	+$791K	5	0.29%	Increased
486	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$11.8M	+$1.64M	6	0.16%	Increased
487	NIP Nicholas Investment Partners Rancho Santa Fe, California	$11.8M	-$211K	4	0.78%	Reduced
488	EI EAM Investors Solana Beach, California	$11.5M	-$16.9M	5	2.06%	Reduced
489	UFF USA Financial Formulas Ada, Michigan	$11.5M	+$1.14M	5	2.74%	Increased
490	MIP Marietta Investment Partners Milwaukee, Wisconsin	$11.5M	-$784K	2	3.26%	Reduced
491	Advisor Group Phoenix, Arizona	$11.4M	+$1.49M	15	0.15%	Increased
492	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$11.3M	+$12.1M	1	0.79%	New
493	Capital Advisors Inc Tulsa, Oklahoma	$11.2M	-$1.72M	2	0.65%	Reduced
494	TCM Tygh Capital Management Portland, Oregon	$11.1M	-$3.99M	2	2.09%	Reduced
495	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$11.1M	-$30.6K	3	0.11%	Reduced
496	FPF FNY Partners Fund New York	$11.1M	+$10.2M	2	1.84%	Increased
497	HM Payson & Co Portland, Maine	$11.1M	+$4.63M	1	0.45%	Increased
498	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$11.1M	+$5.08M	3	1.07%	Increased
499	Tudor Investment Corp Stamford, Connecticut	$11M	-$1.15M	10	0.28%	Reduced
500	HAM Hillcrest Asset Management Plano, Texas	$11M	+$1.61K	1	2%	Increased