← 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
776	Cantor Fitzgerald New York	$73.5M	+$50.4M	3	0.79%	New
777	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$73.5M	-$39.7M	1	1.78%	Reduced
778	Cooke & Bieler Philadelphia, Pennsylvania	$73.5M	-$14M	1	0.85%	Reduced
779	LAM Lountzis Asset Management Wyomissing, Pennsylvania	$73.2M	-$8.17M	1	23.17%	Reduced
780	GA GuoLine Advisory Singapore	$73M	-$10.7M	1	6.8%	Reduced
781	TCC Trans-Canada Capital Montreal, Quebec, Canada	$73M	+$51.2M	2	4%	New
782	Tema ETFs New York	$72.9M	+$20.6M	5	2.36%	Increased
783	NP Nilsine Partners Greenwood Village, Colorado	$72.4M	-$77.4K	4	5%	Reduced
784	VCA Verdence Capital Advisors Hunt Valley, Maryland	$72.2M	-$9.13M	6	3.79%	Reduced
785	Cambiar Investors Denver, Colorado	$72.1M	-$46.6M	3	3.13%	Reduced
786	Jain Global New York	$72M	-$48M	10	0.28%	Reduced
787	Banque Pictet & Cie Geneva 73, Switzerland	$71.7M	-$7.17M	4	0.45%	Reduced
788	Kestra Private Wealth Services Austin, Texas	$71.3M	-$1.15M	7	0.78%	Reduced
789	Summit Trail Advisors New York	$71.3M	-$2.17M	8	0.9%	Reduced
790	Kornitzer Capital Management Shawnee Mission, Kansas	$71.1M	+$1.25M	8	1.48%	Increased
791	TCM Tributary Capital Management Omaha, Nebraska	$71M	-$7.71M	4	5.84%	Reduced
792	MCM Maple Capital Management Montpelier, Vermont	$70.9M	-$385K	1	4.21%	Reduced
793	CAM Cozad Asset Management Champaign, Illinois	$70.7M	-$1.95M	5	4.57%	Reduced
794	PCM Portolan Capital Management Boston, Massachusetts	$70.3M	+$11.2M	4	2.63%	Increased
795	Boothbay Fund Management New York	$70.3M	-$25.6M	10	0.92%	Reduced
796	Nippon Life Global Investors Americas New York	$70M	-$38.6M	2	2.79%	Reduced
797	Choreo LLC Rockford, Illinois	$69.7M	-$548K	11	0.76%	Reduced
798	JPMIA J.P. Marvel Investment Advisors Boston, Massachusetts	$69.6M	-$1.13M	1	7.98%	Reduced
799	MGI MayTech Global Investments New York	$69.5M	-$3.85M	1	7.73%	Reduced
800	Oversea-Chinese Banking Corp (OCBC) Singapore	$69.5M	+$13M	5	1.49%	Increased