← 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
601	GAAM Guinness Atkinson Asset Management Pasadena, California	$2.75M	+$398K	1	2.04%	Increased
602	Alpha Cubed Investments Irvine, California	$2.74M	+$1.18M	1	1.22%	Increased
603	Churchill Management Los Angeles, California	$2.74M	-$3.9M	2	0.12%	Reduced
604	Cetera Advisor Networks El Segundo, California	$2.74M	-$212K	1	0.18%	Reduced
605	GL GLG LLC New York	$2.74M	-$4.86M	2	0.08%	Reduced
606	Advent Capital Management New York	$2.72M	+$339K	1	0.04%	Increased
607	CBU CIBC Bank USA Chicago, Illinois	$2.72M	-$122K	2	0.51%	Reduced
608	KCM Keane Capital Management Charlotte, North Carolina	$2.71M	-$297K	2	2.53%	Reduced
609	MCM Mazama Capital Management Portland, Oregon	$2.7M	+$1.01M	2	0.72%	Increased
610	KCM Kempner Capital Management Galveston, Texas	$2.68M	-$808K	1	1.06%	Reduced
611	Baird Milwaukee, Wisconsin	$2.63M	-$793K	3	0.04%	Reduced
612	Cambridge Investment Research Advisors Fairfield, Iowa	$2.62M	-$60.3K	2	0.09%	Reduced
613	PP Paloma Partners Greenwich, Connecticut	$2.61M	-$1.32M	1	0.11%	Reduced
614	EMG Ellington Management Group Old Greenwich, Connecticut	$2.59M	+$1.7M	7	1.21%	Increased
615	Jane Street New York	$2.56M	-$468K	5	0.03%	Reduced
616	BOK Financial Tulsa, Oklahoma	$2.51M	-$87.9K	4	0.08%	Reduced
617	TCM Twin Capital Management Mcmurray, Pennsylvania	$2.51M	-$2.55M	1	0.25%	Reduced
618	SIM Sentry Investment Management Stevens Point, Wisconsin	$2.5M	-$165K	3	0.13%	Reduced
619	QS Investors New York	$2.48M	+$561K	3	0.07%	Increased
620	OMERS Administration Corp Toronto, Ontario, Canada	$2.46M	+$1.33M	2	0.08%	Increased
621	Paradigm Capital Management Inc Albany, New York	$2.45M	+$2.58M	1	0.18%	New
622	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$2.43M	$0	1	0.36%	Maintained
623	WC Walthausen & Co Malta, New York	$2.41M	+$343K	1	0.18%	Increased
624	PWPCM Perella Weinberg Partners Capital Management New York	$2.38M	+$161K	1	0.18%	Increased
625	WCM Washington Capital Management Seattle, Washington	$2.37M	-$34.5K	1	0.88%	Reduced