← 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
826	AAM Azzad Asset Management Falls Church, Virginia	$65.5M	-$1.18M	7	5.81%	Reduced
827	SSCM Summit Street Capital Management New York	$65.4M	-$44.4M	3	9.17%	Reduced
828	MRG Milestone Resources Group Road Town Tortola, British Virgin Islands	$65.2M	+$22.3M	1	3.98%	Increased
829	VWM Venturi Wealth Management Austin, Texas	$65.1M	-$1.48M	6	2.52%	Reduced
830	E. Ohman J:or Asset Management Stockholm, Sweden	$65.1M	+$408K	3	1.51%	Increased
831	Mawer Investment Management Calgary, Alberta, Canada	$64.7M	+$29.4M	2	0.44%	Increased
832	Metis Global Partners San Diego, California	$64.5M	+$4.1M	4	1.46%	Increased
833	CSM Advisors Warrendale, Pennsylvania	$64.3M	-$4.05M	3	1.37%	Reduced
834	MGCM Mane Global Capital Management New York	$64.1M	+$47M	2	5.29%	New
835	Ritholtz Wealth Management New York	$63.9M	+$4.25M	9	0.95%	Increased
836	Fifth Third Wealth Advisors Cincinnati, Ohio	$63.8M	+$2.68M	11	1.79%	Increased
837	CFLC California First Leasing Corp Newport Beach, California	$63.8M	$0	1	13.54%	Maintained
838	Carrhae Capital London, United Kingdom	$63.8M	+$51M	1	1.76%	New
839	NOCM Night Owl Capital Management Greenwich, Connecticut	$63.7M	+$27.5M	1	6.69%	Increased
840	UMB Bank Kansas City, Missouri	$63.6M	-$665K	14	0.81%	Reduced
841	Annex Advisory Services Brookfield, Wisconsin	$63.5M	-$29.1M	5	1.08%	Reduced
842	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$63.5M	+$21.8M	2	2.23%	Increased
843	JCM Jag Capital Management St Louis, Missouri	$63.4M	-$18.4M	3	5.94%	Reduced
844	Brevan Howard Capital Management St. Helier, Jersey	$63.3M	-$4.2M	10	0.47%	Reduced
845	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$63.1M	-$6.64M	4	2.34%	Reduced
846	Hantz Financial Services Southfield, Michigan	$62.7M	-$5.23M	13	0.85%	Reduced
847	Winton Group London, United Kingdom	$62.7M	+$12.1M	11	2.03%	Increased
848	Citizens Financial Group Providence, Rhode Island	$62.7M	-$3.16M	7	0.76%	Reduced
849	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$62.6M	+$151K	6	0.73%	Increased
850	FNT First Nebraska Trust Lincoln, Nebraska	$62.6M	-$86.9K	2	5.05%	Reduced