← 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
626
Concurrent Investment Advisors
Concurrent Investment Advisors
Florida
$107M +$20.8M 9 0.91% Increased
627
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$107M +$7.87M 7 1.83% Increased
628
Broad Run Investment Management
Broad Run Investment Management
Virginia
$107M -$373K 1 16.41% Reduced
629
Edgemoor Investment Advisors
Edgemoor Investment Advisors
Maryland
$107M -$935K 3 7.27% Reduced
630
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$107M +$50.7M 2 1.27% Increased
631
NSUP
NLB Skladi upravljanje premozenja
$106M +$1.86M 3 4.04% Increased
632
Saudi Central Bank
Saudi Central Bank
Saudi Arabia
$106M +$33.2M 3 1.39% Increased
633
R.M. Davis Inc
R.M. Davis Inc
Maine
$105M -$97.1K 4 1.66% Reduced
634
TIAA Wealth Investment Management
TIAA Wealth Investment Management
New York
$105M +$25.2M 5 0.7% Increased
635
Oppenheimer & Co
Oppenheimer & Co
New York
$105M -$5.04M 7 1.12% Reduced
636
CGH
Contrarius Group Holdings
Bermuda
$105M +$84.1M 1 4.84% New
637
Private Advisor Group
Private Advisor Group
New Jersey
$105M +$4.11M 8 0.48% Increased
638
Coldstream Capital Management
Coldstream Capital Management
Washington
$105M -$23.5M 10 1.31% Reduced
639
Great Lakes Advisors
Great Lakes Advisors
Illinois
$105M -$8.64M 7 0.8% Reduced
640
Empire Life Investments
Empire Life Investments
Ontario, Canada
$104M -$10.2M 2 5.79% Reduced
641
CNAM
Campbell Newman Asset Management
Wisconsin
$104M -$23.5M 3 7.69% Reduced
642
Pinnacle Financial Partners (Georgia)
Pinnacle Financial Partners (Georgia)
Georgia
$103M -$2.81M 8 0.7% Reduced
643
CIA
CCM Investment Advisers
South Carolina
$103M -$8.67M 3 7.99% Reduced
644
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$103M -$11.3M 5 0.94% Reduced
645
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$103M -$2.32M 5 2.66% Reduced
646
Triodos Investment Management
Triodos Investment Management
Netherlands
$102M -$31.7M 1 6.24% Reduced
647
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$102M -$59.3M 4 0.51% Reduced
648
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$102M -$7.82M 2 0.78% Reduced
649
Robeco Schweiz
Robeco Schweiz
Switzerland
$102M +$28.4M 3 1.64% Increased
650
SI
Sava Infond
Slovenia
$102M +$30M 3 7.23% Increased