← 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
676
WHGAM
Wealth High Governance Asset Management
$94.6M +$61.8M 3 10.07% New
677
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$94.6M +$1.81M 4 2.3% Increased
678
BOK Financial
BOK Financial
Oklahoma
$94.2M +$2.61M 5 1.3% Increased
679
Stanley-Laman Group
Stanley-Laman Group
Pennsylvania
$93.6M -$8.78M 5 9.51% Reduced
680
TCM
Tekne Capital Management
New York
$93.6M +$1.59M 1 30.62% Increased
681
TT International Asset Management
TT International Asset Management
United Kingdom
$93.6M +$74.1M 3 11.95% Increased
682
Grimes & Company
Grimes & Company
Massachusetts
$93.6M -$4.63M 4 2.02% Reduced
683
China Universal Asset Management Company
China Universal Asset Management Company
China
$93.6M +$8.91M 6 5.59% Increased
684
Waverly Advisors
Waverly Advisors
Alabama
$93.4M +$19.1M 8 0.54% Increased
685
DCM
Divisar Capital Management
California
$93.2M -$52.8M 3 21.48% Reduced
686
Glenview Trust
Glenview Trust
Kentucky
$93M +$4.84M 4 1.29% Increased
687
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$92.8M +$19.8M 4 0.38% Increased
688
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$91.9M -$14.5M 5 1.37% Reduced
689
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$91.8M +$4.9M 12 1.57% Increased
690
Canada Post Corporation Pension Plan
Canada Post Corporation Pension Plan
Canada
$91.8M -$6.97M 3 3.2% Reduced
691
Capital International
Capital International
California
$91.3M +$12.6M 2 2.98% Increased
692
Mizuho Markets Cayman
Mizuho Markets Cayman
Cayman Islands
$90.3M -$427K 4 3.39% Reduced
693
Arkadios Wealth Advisors
Arkadios Wealth Advisors
Georgia
$90.1M +$6.61M 9 1.36% Increased
694
Zweig-DiMenna Associates
Zweig-DiMenna Associates
New York
$90M +$1.78M 3 8.17% Increased
695
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$89.8M -$451K 3 3.67% Reduced
696
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$89.6M +$4.88M 2 3.72% Increased
697
Marex Group
Marex Group
$89.4M -$216M 9 0.38% Reduced
698
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$89.4M -$1.42M 14 2.38% Reduced
699
Diversified Trust
Diversified Trust
Tennessee
$89.1M +$1.09M 6 1.43% Increased
700
MIM
Marco Investment Management
Georgia
$88.9M -$5.79M 4 5.85% Reduced