← 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
651	Saba Capital Management New York	$1.98M	+$360K	1	0.1%	Increased
652	Fort Washington Investment Advisors Cincinnati, Ohio	$1.95M	-$10.4M	1	0.04%	Reduced
653	PSI Pinnacle Summer Investments Fairfax, Virginia	$1.95M	-$26.2K	3	0.23%	Reduced
654	PAAMCP Pacific Alternative Asset Management Company (PAAMCO) Irvine, California	$1.94M	+$1.75M	1	0.23%	New
655	Ladenburg Thalmann Financial Services Miami, Florida	$1.94M	+$146K	12	0.05%	Increased
656	Great Lakes Advisors Chicago, Illinois	$1.93M	-$465K	1	0.08%	Reduced
657	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$1.93M	+$1.04M	3	1.38%	Increased
658	CI Constellation Investments Montgomery, Ohio	$1.92M	+$181K	3	0.44%	Increased
659	Lazard Asset Management New York	$1.91M	-$3.43M	1	0%	Reduced
660	RIL Rothschild Investment LLC Chicago, Illinois	$1.91M	-$7.56K	1	0.24%	Reduced
661	BHMP Bardin Hill Management Partners New York	$1.89M	+$1.86M	1	0.11%	New
662	Norinchukin Bank Tokyo, Japan	$1.88M	-$182K	3	0.06%	Reduced
663	SAM Symphony Asset Management San Francisco, California	$1.87M	-$2.32M	3	0.19%	Reduced
664	HP Harvey Partners Tarrytown, New York	$1.85M	-$2.15M	1	1%	Reduced
665	CEI Clark Estates Inc New York	$1.83M	+$409K	1	0.26%	Increased
666	HMS Hanseatic Management Services Albuquerque, New Mexico	$1.83M	+$1.62M	2	1.18%	Increased
667	KAH Kathryn A. Hall	$1.83M	+$1.65M	1	0.32%	New
668	P Pitcairn Conshohocken, Pennsylvania	$1.83M	+$582K	2	0.2%	Increased
669	PCM Perritt Capital Management Chicago, Illinois	$1.81M	-$1.43M	1	0.31%	Reduced
670	First National Trust Hermitage, Pennsylvania	$1.81M	+$332K	1	0.35%	Increased
671	Cetera Advisors Denver, Colorado	$1.8M	+$1.62M	1	0.2%	New
672	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$1.79M	-$2.55K	1	0.22%	Reduced
673	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$1.79M	-$142K	1	0.77%	Reduced
674	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$1.78M	+$35.8K	3	0.29%	Increased
675	Wilmington Savings Fund Society Wilmington, Delaware	$1.77M	-$122K	3	0.1%	Reduced