← 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
ICM
IMS Capital Management
Oregon
$901K -$191K 1 0.98% Reduced
777
Sheets Smith Wealth Management
Sheets Smith Wealth Management
North Carolina
$897K +$811K 1 0.24% New
778
SACTSONJ
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$889K $0 1 0.43% Maintained
779
Sprott Inc
Sprott Inc
Ontario, Canada
$879K +$796K 1 0.05% New
780
Capital One National Association
Capital One National Association
New York
$876K -$242K 2 0.08% Reduced
781
ICMC
Intrepid Capital Management (Connecticut)
Connecticut
$876K $0 1 0.76% Maintained
782
Shinko Asset Management Company
Shinko Asset Management Company
Japan
$869K -$46.9K 3 0.01% Reduced
783
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$849K +$197K 3 0.24% Increased
784
Linscomb Wealth
Linscomb Wealth
Texas
$837K -$561K 1 0.09% Reduced
785
Old National Bancorp
Old National Bancorp
Indiana
$834K +$101K 2 0.06% Increased
786
FIM
Freedom Investment Management
Connecticut
$823K +$18.6K 1 0.14% Increased
787
Hermes Investment Management
Hermes Investment Management
United Kingdom
$809K $0 1 0.02% Maintained
788
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$807K $0 1 0.18% Maintained
789
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$806K -$436K 15 0.1% Reduced
790
Arden Trust
Arden Trust
Delaware
$800K -$1.08M 2 0.11% Reduced
791
1919 Investment Counsel
1919 Investment Counsel
Maryland
$797K -$3.67K 1 0.02% Reduced
792
KCMRT
Kemper Corp Master Retirement Trust
Illinois
$793K $0 1 0.29% Maintained
793
Smithfield Trust
Smithfield Trust
Pennsylvania
$782K +$29.1K 3 0.15% Increased
794
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$778K -$9.45K 2 0.03% Reduced
795
ACMI
Amida Capital Management II
New York
$777K -$707K 1 0.94% Reduced
796
AW
Alpha Windward
Massachusetts
$774K -$18.3K 3 0.52% Reduced
797
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$772K +$393K 3 0.02% Increased
798
Trustmark National Bank Trust Department
Trustmark National Bank Trust Department
Mississippi
$763K +$674K 1 0.09% New
799
MC
Menta Capital
California
$760K -$656K 2 0.14% Reduced
800
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$755K -$732K 2 0.01% Reduced