← 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	HCM Hayman Capital Management Dallas, Texas	$1.76M	+$1.55M	1	0.24%	New
677	Boston Partners Boston, Massachusetts	$1.75M	$0	1	0%	Maintained
678	Ronald Blue & Co Roswell, Georgia	$1.75M	-$28.9K	4	0.11%	Reduced
679	Mirae Asset Global Investments Seoul, South Korea	$1.74M	+$134K	2	0.04%	Increased
680	SAG Sterne Agee Group Birmingham, Alabama	$1.74M	+$159K	1	0.29%	Increased
681	William Blair & Company Chicago, Illinois	$1.73M	+$65.9K	2	0%	Increased
682	IAM Impax Asset Management Portsmouth, New Hampshire	$1.73M	-$4.14K	1	0.11%	Reduced
683	SIC Shoker Investment Counsel Oxford, Ohio	$1.71M	-$937K	1	1.52%	Reduced
684	Ameritas Investment Partners Lincoln, Nebraska	$1.71M	+$143K	3	0.12%	Increased
685	AIS AlphaOne Investment Services West Chester, Pennsylvania	$1.71M	-$757K	2	0.46%	Reduced
686	LCG Lisanti Capital Growth New York	$1.7M	-$3.64M	1	0.76%	Reduced
687	WPC White Pine Capital Bloomington, Minnesota	$1.7M	-$914K	1	0.59%	Reduced
688	DTL Dynamic Technology Lab Singapore	$1.68M	+$1.29M	6	0.8%	Increased
689	LJHT Laurie J. Hall Trustee	$1.67M	$0	1	1.26%	Maintained
690	Stephens Investment Management Group Houston, Texas	$1.67M	-$62.7K	2	0.05%	Reduced
691	Ruffer LLP London, United Kingdom	$1.67M	+$286K	1	0.05%	Increased
692	TCM Tanaka Capital Management New York	$1.67M	-$441K	2	4.4%	Reduced
693	Ingalls & Snyder LLC New York	$1.66M	-$26.8K	2	0.08%	Reduced
694	Wedge Capital Management Charlotte, North Carolina	$1.65M	+$507K	1	0.02%	Increased
695	Scotia Capital Toronto, Ontario, Canada	$1.62M	+$293K	1	0.04%	Increased
696	Oppenheimer & Co New York	$1.61M	-$1.31M	4	0.05%	Reduced
697	Wilmington Trust National Association Wilmington, Delaware	$1.58M	-$540K	3	0.05%	Reduced
698	NA Navellier & Associates Reno, Nevada	$1.57M	-$151K	3	0.07%	Reduced
699	NCMW Northern Capital Management (Wisconsin) Madison, Wisconsin	$1.57M	-$133K	1	0.78%	Reduced
700	MA Minerva Advisors Bala Cynwyd, Pennsylvania	$1.56M	$0	1	0.89%	Maintained