← 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
551	GAMCO Investors Greenwich, Connecticut	$131M	-$13.1M	5	1.18%	Reduced
552	TCIM TOMS Capital Investment Management New York	$130M	+$91.7M	1	2.79%	New
553	Chicago Capital Chicago, Illinois	$130M	-$2.2M	4	3.13%	Reduced
554	Dana Investment Advisors Waukesha, Wisconsin	$130M	-$14.8M	7	3.38%	Reduced
555	Fred Alger Management New York	$129M	+$11.3M	3	0.43%	Increased
556	Quilter Plc London, United Kingdom	$129M	+$83.6M	3	1.94%	Increased
557	Bartlett & Co Wealth Management Cincinnati, Ohio	$129M	+$1.43M	5	1.61%	Increased
558	Zevenbergen Capital Investments Edmonds, Washington	$129M	$0	3	2.94%	Maintained
559	NP NS Partners London, United Kingdom	$128M	+$20.6M	2	5.5%	Increased
560	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$128M	-$112M	1	5.81%	Reduced
561	Sit Investment Associates Minneapolis, Minnesota	$128M	-$1.04M	6	2.42%	Reduced
562	HC Henshaw Capital Woburn, Massachusetts	$126M	$0	2	4.1%	Maintained
563	Vaughan Nelson Investment Management Houston, Texas	$126M	-$12.8M	1	1.11%	Reduced
564	Merit Financial Group Alpharetta, Georgia	$124M	+$499K	13	0.76%	Increased
565	Generali Asset Management Trieste, Italy	$124M	+$2.37M	3	2.24%	Increased
566	EQF Evergreen Quality Fund Grand Cayman, Cayman Islands	$123M	+$75M	4	1.99%	Increased
567	Moran Wealth Management Naples, Florida	$123M	+$4.67M	4	3.37%	Increased
568	Aptus Capital Advisors Fairhope, Alabama	$123M	-$4.2M	5	0.84%	Reduced
569	WA WFM Asia Road Town, Tortola, British Virgin Islands	$123M	+$68.5M	1	18.56%	New
570	Larson Financial Group St Louis, Missouri	$123M	-$6.36M	16	3.23%	Reduced
571	Jump Financial Chicago, Illinois	$121M	+$63.1M	12	0.97%	Increased
572	KC Kepler Cheuvreux Nyon,	$121M	+$6.77M	3	6.93%	Increased
573	LCM Logan Capital Management Newtown Square, Pennsylvania	$121M	+$81M	4	4.5%	New
574	Danica Pension Livsforsikrings Copenhagen V,	$121M	+$8.52M	3	1.93%	Increased
575	EP Wealth Advisors Torrance, California	$121M	+$13.5M	7	0.46%	Increased