← 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
576
AIA Group
AIA Group
Hong Kong
$121M -$24.8M 4 1.52% Reduced
577
Bowie Capital Management
Bowie Capital Management
Texas
$120M -$36.9M 2 5.12% Reduced
578
Thames Capital Management
Thames Capital Management
New Jersey
$120M +$53.4M 5 9.88% Increased
579
Caxton Associates (UK)
Caxton Associates (UK)
$120M +$70.8M 8 2.25% Increased
580
Corda Investment Management
Corda Investment Management
Texas
$120M -$30.3K 3 7.34% Reduced
581
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$120M +$11.4M 3 1.54% Increased
582
Laird Norton Wetherby Trust Company
Laird Norton Wetherby Trust Company
Washington
$119M +$490K 7 2.29% Increased
583
Applied Finance Capital Management
Applied Finance Capital Management
Puerto Rico
$119M -$38.6M 3 8.87% Reduced
584
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$119M +$752K 5 1.14% Increased
585
Saratoga Research & Investment Management
Saratoga Research & Investment Management
California
$118M -$7.6M 1 6.48% Reduced
586
Mizuho Securities USA
Mizuho Securities USA
New York
$118M +$17.9M 3 1.91% Increased
587
Cresset Asset Management
Cresset Asset Management
Illinois
$118M +$6.8M 7 0.43% Increased
588
Woodley Farra Manion Portfolio Management
Woodley Farra Manion Portfolio Management
Indiana
$118M -$14.7M 3 5.67% Reduced
589
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$118M +$446K 3 2.32% Increased
590
Gradient Investments
Gradient Investments
Minnesota
$117M -$394K 4 1.62% Reduced
591
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
$117M +$43.2M 2 0.04% Increased
592
Trillium Asset Management
Trillium Asset Management
Massachusetts
$116M -$112M 4 3.58% Reduced
593
FourThought Financial Partners
FourThought Financial Partners
Florida
$116M -$3.87M 8 8.98% Reduced
594
Blue Chip Partners
Blue Chip Partners
Michigan
$116M -$3.97M 2 7.32% Reduced
595
Atria Investments
Atria Investments
North Carolina
$116M +$1.23M 13 1.16% Increased
596
HB Wealth Management
HB Wealth Management
Georgia
$115M +$348K 10 0.65% Increased
597
PBU - The Pension Fund of Early Childhood & Youth Educators
PBU - The Pension Fund of Early Childhood & Youth Educators
$115M -$339M 2 2.59% Reduced
598
Bailard
Bailard
California
$114M +$590K 7 2.32% Increased
599
Callan Family Office
Callan Family Office
Pennsylvania
$114M +$6.28M 12 2.22% Increased
600
Washington Trust
Washington Trust
Rhode Island
$113M -$5.61M 4 3.52% Reduced