← 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
526	SM Southport Management Wilson, Wyoming	$4.05M	$0	1	4.42%	Maintained
527	FMT First Mercantile Trust Cordova, Tennessee	$4.03M	-$1.27M	5	0.32%	Reduced
528	NIS National Investment Services Milwaukee, Wisconsin	$4.03M	+$3.65M	1	3.28%	New
529	Virginia Retirement Systems Richmond, Virginia	$4.03M	+$2.47M	3	0.07%	Increased
530	Acadian Asset Management Boston, Massachusetts	$3.95M	-$1.78M	3	0.02%	Reduced
531	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$3.92M	-$932K	1	0.95%	Reduced
532	WGCA Wolf Group Capital Advisors Fairfax, Virginia	$3.9M	+$18.9K	1	2.84%	Increased
533	BCM Bluefin Capital Management New York	$3.9M	+$3.55M	2	0.17%	New
534	Nippon Life Insurance Tokyo, Japan	$3.86M	+$1.2M	2	0.1%	Increased
535	Commonwealth Equity Services Waltham, Massachusetts	$3.83M	+$546K	3	0.05%	Increased
536	FM Forward Management San Francisco, California	$3.78M	-$42K	5	0.22%	Reduced
537	SAM Shell Asset Management The Hague, Netherlands	$3.73M	-$302K	2	0.06%	Reduced
538	Tokio Marine Asset Management Tokyo, Japan	$3.72M	-$36.5K	3	0.25%	Reduced
539	FIG Fortress Investment Group New York	$3.71M	-$4.07M	1	0.05%	Reduced
540	Veritable Wilmington, Delaware	$3.64M	-$182K	4	0.08%	Reduced
541	ACM Antonetti Capital Management Naples, Florida	$3.64M	$0	2	2.85%	Maintained
542	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$3.6M	$0	2	2.89%	Maintained
543	RCMC RK Capital Management (Colorado) Denver, Colorado	$3.56M	-$244K	1	0.71%	Reduced
544	SLG Stanley-Laman Group Berwyn, Pennsylvania	$3.55M	+$25.3K	1	0.65%	Increased
545	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$3.54M	+$27.6K	9	0.27%	Increased
546	UF Univest Financial Souderton, Pennsylvania	$3.54M	+$50.2K	1	1.67%	Increased
547	AAP Ardsley Advisory Partners Stamford, Connecticut	$3.51M	+$1.54M	4	0.45%	Increased
548	FA FDx Advisors Chicago, Illinois	$3.51M	+$141K	3	0.23%	Increased
549	KLWA Kelly Lawrence W & Associates Pasadens, California	$3.51M	-$112K	1	0.75%	Reduced
550	GCP GSA Capital Partners London, United Kingdom	$3.5M	-$917K	7	0.16%	Reduced