← 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	Norinchukin Bank Tokyo, Japan	$4.36M	+$1.55M	3	0.11%	Increased
527	JAM Jolley Asset Management Rocky Mount, North Carolina	$4.35M	-$24.8K	1	3.5%	Reduced
528	OI Oakbrook Investments Lisle, Illinois	$4.33M	+$748	3	0.24%	Increased
529	Candriam SCA Strassen, Luxembourg, Luxembourg	$4.33M	+$1.66M	4	0.11%	Increased
530	Kentucky Retirement Systems Frankfort, Kentucky	$4.33M	-$407K	3	0.28%	Reduced
531	Clark Capital Management Group Philadelphia, Pennsylvania	$4.31M	+$4.12M	1	0.28%	New
532	Pinnacle Advisory Group Columbia, Maryland	$4.3M	+$1.25M	1	0.33%	Increased
533	Miller Howard Investments Kingston, New York	$4.3M	-$36.9K	1	0.08%	Reduced
534	CPIM Columbia Partners Investment Management Alexandria, Virginia	$4.24M	+$2.85M	2	0.32%	Increased
535	Banque Pictet & Cie Geneva 73, Switzerland	$4.24M	-$583K	1	0.11%	Reduced
536	Trexquant Investment Stamford, Connecticut	$4.22M	+$2M	3	0.56%	Increased
537	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$4.2M	+$3.86M	1	0.56%	New
538	DC Deere & Company Moline, Illinois	$4.17M	-$2.54M	5	0.22%	Reduced
539	Daiwa Securities Group Tokyo, Japan	$4.16M	-$4.28M	3	0.02%	Reduced
540	Globeflex Capital San Diego, California	$4.14M	+$11K	3	1.13%	Increased
541	BAMCO Inc New York	$4.04M	-$21.3K	2	0.02%	Reduced
542	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$4.03M	+$110K	9	0.22%	Increased
543	Oppenheimer & Co New York	$4.02M	+$678K	4	0.12%	Increased
544	Catalyst Capital Advisors Huntington, New York	$4.02M	+$744K	3	0.74%	Increased
545	SIM Sentry Investment Management Stevens Point, Wisconsin	$3.95M	$0	3	0.17%	Maintained
546	Jane Street New York	$3.92M	+$999K	3	0.02%	Increased
547	Ancora Advisors Cleveland, Ohio	$3.86M	+$245K	4	0.45%	Increased
548	NIS National Investment Services Milwaukee, Wisconsin	$3.85M	-$151K	1	4.4%	Reduced
549	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$3.84M	+$2.32M	4	0.53%	Increased
550	ICRM Insight Capital Research & Management Walnut Creek, California	$3.82M	-$343K	1	1.33%	Reduced