← 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	MWVC Morgens Waterfall Vintiadis & Co New York	$9.63M	+$168K	2	7.58%	Increased
527	SC Sovarnum Capital New York	$9.59M	+$9.98M	3	6.48%	New
528	HGI Hansberger Growth Investors Madison, Wisconsin	$9.48M	-$2M	1	12.57%	Reduced
529	UBS O'Connor Chicago, Illinois	$9.25M	-$10.8M	2	0.16%	Reduced
530	BCM BTC Capital Management Des Moines, Iowa	$9.23M	-$1.07M	2	1.59%	Reduced
531	DM Delphi Management Brookline, Massachusetts	$9.23M	-$637K	5	5.26%	Reduced
532	Driehaus Capital Management Chicago, Illinois	$9.21M	-$60.7M	5	0.35%	Reduced
533	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$9.17M	+$540K	6	1.59%	Increased
534	Seizert Capital Partners Birmingham, Michigan	$9.14M	-$1.61M	2	0.33%	Reduced
535	RC Randolph Company Cincinnati, Ohio	$9.11M	+$9.72M	1	1.55%	New
536	Algert Global San Francisco, California	$9.09M	-$2.71M	5	2.15%	Reduced
537	Ameritas Investment Partners Lincoln, Nebraska	$9.04M	+$1.75M	14	0.41%	Increased
538	Curi RMB Capital Chicago, Illinois	$9.02M	-$5.45M	2	0.23%	Reduced
539	FNT First Nebraska Trust Lincoln, Nebraska	$9.02M	-$370K	1	1.85%	Reduced
540	FIM Freedom Investment Management Hartford, Connecticut	$8.98M	+$1.13M	7	0.46%	Increased
541	Oppenheimer & Co New York	$8.94M	+$765K	4	0.23%	Increased
542	IA Icon Advisers Greenwood Village, Colorado	$8.94M	-$4.24M	6	0.62%	Reduced
543	GIP Granite Investment Partners El Segundo, California	$8.93M	+$8.09M	1	0.56%	New
544	TCW Group Los Angeles, California	$8.89M	+$750K	2	0.07%	Increased
545	South Dakota Investment Council Sioux Falls, South Dakota	$8.86M	-$1.54M	4	0.2%	Reduced
546	NRS Neville Rodie & Shaw New York	$8.81M	+$338K	1	0.93%	Increased
547	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$8.73M	-$5.41M	3	0.3%	Reduced
548	DAM Deltec Asset Management New York	$8.72M	+$7.94M	1	1.77%	Increased
549	Norinchukin Bank Tokyo, Japan	$8.69M	+$1.2M	3	0.15%	Increased
550	Trexquant Investment Stamford, Connecticut	$8.61M	+$7.45M	9	0.95%	Increased