← 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
501
SI
Sora Investors
Pennsylvania
$158M -$39.6M 3 12.08% Reduced
502
BGCP
Bristol Gate Capital Partners
Ontario, Canada
$157M -$2.55M 2 10.92% Reduced
503
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$157M +$827K 5 1.77% Increased
504
Frontier Capital Management
Frontier Capital Management
Massachusetts
$156M -$117M 3 1.46% Reduced
505
Norinchukin Bank
Norinchukin Bank
Japan
$156M +$2.3M 4 1.52% Increased
506
EC
E20 Capital
$156M +$110M 5 12.59% New
507
Bridges Investment Management
Bridges Investment Management
Nebraska
$155M +$13.7M 4 1.89% Increased
508
Allstate Corporation
Allstate Corporation
Illinois
$155M -$2.65M 9 1.55% Reduced
509
Burney Company
Burney Company
Virginia
$154M -$12.5M 8 4.15% Reduced
510
Alyeska Investment Group
Alyeska Investment Group
Illinois
$152M +$110M 2 0.39% New
511
Avanza Fonder
Avanza Fonder
Sweden
$152M +$2.89M 3 3.31% Increased
512
NAM
NorthCrest Asset Manangement
Minnesota
$151M +$2.81M 10 3.88% Increased
513
Mission Wealth Management
Mission Wealth Management
California
$151M +$63.3M 7 1.85% Increased
514
GAI
General American Investors
New York
$150M -$13.3M 3 8.89% Reduced
515
Nicholas Company
Nicholas Company
Wisconsin
$150M -$56.4M 3 2.74% Reduced
516
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$150M -$4.5M 4 2.62% Reduced
517
Flossbach Von Storch
Flossbach Von Storch
Germany
$150M -$87.3M 1 0.68% Reduced
518
Commerce Bank
Commerce Bank
Missouri
$149M +$1.92M 6 0.65% Increased
519
Homestead Advisers
Homestead Advisers
Virginia
$149M -$60.2M 3 3.7% Reduced
520
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$148M -$7.13M 3 1.88% Reduced
521
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$148M $0 1 2.19% Maintained
522
NPF
Norris Perne & French
Michigan
$147M -$18.2M 4 6.29% Reduced
523
Capital Investment Advisors
Capital Investment Advisors
Georgia
$146M -$425K 4 1.92% Reduced
524
OAM
Ostrum Asset Management
France
$145M -$14.4M 3 7% Reduced
525
SteelPeak Wealth
SteelPeak Wealth
California
$145M -$7.67M 4 3.75% Reduced