← 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
726
Nicholas Investment Partners
Nicholas Investment Partners
California
$82.6M +$6.87M 8 4.65% Increased
727
Farther Finance Advisors
Farther Finance Advisors
California
$82.5M +$1.6M 18 0.64% Increased
728
Wealth Architects
Wealth Architects
California
$82.3M -$25.9M 3 6.5% Reduced
729
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$82.1M +$2.39M 2 3.32% Increased
730
GGHC
Gilder Gagnon Howe & Co
New York
$82M +$41M 2 0.85% Increased
731
Naples Global Advisors
Naples Global Advisors
Florida
$82M -$2.29M 4 5.06% Reduced
732
Maytus Capital Management
Maytus Capital Management
New York
$81.7M -$17.2M 3 12.86% Reduced
733
Westerkirk Capital
Westerkirk Capital
$81.7M +$276K 4 7.85% Increased
734
CapitalatWork SA
CapitalatWork SA
$81.6M -$54.3M 1 2.05% Reduced
735
THCM
Taylor Hoffman Capital Management
Virginia
$80.9M -$374K 3 19.64% Reduced
736
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$80.8M -$1.27M 7 1.35% Reduced
737
Caprock Group
Caprock Group
Idaho
$80.7M -$447K 10 1.55% Reduced
738
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$80.6M -$2.06M 8 0.53% Reduced
739
KCM Investment Advisors
KCM Investment Advisors
California
$80.4M -$1.21M 4 2.39% Reduced
740
Granahan Investment Management
Granahan Investment Management
Massachusetts
$79.8M -$9.5M 4 2.84% Reduced
741
Noked Israel
Noked Israel
Israel
$79.5M +$14.6M 1 8.19% Increased
742
GDS Wealth Management
GDS Wealth Management
Texas
$79.3M +$2.7M 3 3.78% Increased
743
BSN Capital Partners
BSN Capital Partners
United Kingdom
$79.3M +$63.5M 2 3.58% New
744
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$78.9M +$2M 12 0.74% Increased
745
Altshuler Shaham
Altshuler Shaham
Israel
$78M +$63.8M 8 0.97% Increased
746
Generate Investment Management
Generate Investment Management
New Zealand
$78M -$34.8M 3 3.21% Reduced
747
Summit Financial
Summit Financial
New Jersey
$77.8M -$1.14M 5 0.85% Reduced
748
Managed Asset Portfolios
Managed Asset Portfolios
Michigan
$77.8M -$320K 1 8.89% Reduced
749
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$77.4M +$54.5M 5 1.47% Increased
750
Triglav Skladi
Triglav Skladi
Slovenia
$77.3M +$20.2M 6 4.07% Increased