← 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	Ancora Advisors Cleveland, Ohio	$3.5M	-$18.8K	3	0.45%	Reduced
552	SCA Secor Capital Advisors New York	$3.45M	+$2.31M	2	1.82%	Increased
553	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$3.41M	+$143K	1	0.75%	Increased
554	Lockheed Martin Investment Management Bethesda, Maryland	$3.4M	-$1.98M	1	0.16%	Reduced
555	CR Cooperatieve Rabobank Utrecht, Netherlands	$3.4M	+$713K	1	3.74%	Increased
556	PointState Capital New York	$3.38M	+$3.06M	1	0.04%	New
557	1GA 1st Global Advisors Dallas, Texas	$3.37M	+$664K	3	0.5%	Increased
558	EULAV Asset Management Sarasota, Florida	$3.35M	-$261K	1	0.18%	Reduced
559	Shelton Capital Management Denver, Colorado	$3.34M	+$484K	4	0.47%	Increased
560	Seizert Capital Partners Birmingham, Michigan	$3.33M	+$3.01M	1	0.07%	New
561	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$3.33M	-$1.44M	1	0.31%	Reduced
562	SC Skylands Capital Milwaukee, Wisconsin	$3.28M	+$1.55M	1	0.32%	Increased
563	HPCM High Pointe Capital Management Chicago, Illinois	$3.24M	-$1.85M	2	1.18%	Reduced
564	Baker Avenue Asset Management San Francisco, California	$3.19M	-$2.84M	1	0.46%	Reduced
565	UPA Union Point Advisors San Mateo, California	$3.19M	+$2.85M	2	1.31%	New
566	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$3.18M	$0	3	0.41%	Maintained
567	Martingale Asset Management Boston, Massachusetts	$3.17M	-$155K	3	0.1%	Reduced
568	DILH Dai-ichi Life Holdings Tokyo, Japan	$3.17M	-$158K	3	0.1%	Reduced
569	SPM Symmetry Peak Management Radnor, Pennsylvania	$3.15M	+$2.81M	2	0.34%	New
570	Diversified Trust Memphis, Tennessee	$3.15M	+$2.9M	3	0.26%	New
571	DL Delta Lloyd Amsterdam, Netherlands	$3.13M	+$151K	4	0.1%	Increased
572	FBP Flippin Bruce & Porter Lynchburg, Virginia	$3.13M	-$59.2K	1	1.04%	Reduced
573	CCM Cadence Capital Management Boston, Massachusetts	$3.11M	-$203K	2	0.15%	Reduced
574	OA OFI Advisors Philadelphia, Pennsylvania	$3.11M	+$253K	11	0.22%	Increased
575	RW Rand Wealth Baltimore, Maryland	$3.01M	-$306K	2	0.43%	Reduced