← 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
851	PP PDT Partners New York	$62.4M	+$13.5M	3	3.28%	Increased
852	BNP Paribas Paris, France	$62.3M	-$59.8M	4	1.69%	Reduced
853	WA Watchtower Advisors Old Greenwich, Connecticut	$62.2M	$0	1	34.63%	Maintained
854	Sterling Capital Management Charlotte, North Carolina	$62M	-$1.83M	15	1.05%	Reduced
855	Greenleaf Trust Kalamazoo, Michigan	$61.9M	+$1.15M	11	0.6%	Increased
856	TI Think Investments San Francisco, California	$61.9M	+$43.3M	1	7.31%	New
857	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$61.8M	-$2.34M	2	6.15%	Reduced
858	MCP Miller Capital Partners Troy, Michigan	$61.7M	-$1.04M	3	24.04%	Reduced
859	PWAM Park West Asset Management San Francisco, California	$61.7M	-$34.6M	1	4.2%	Reduced
860	Smith Salley Wealth Management Greensboro, North Carolina	$61.6M	+$568K	4	2.68%	Increased
861	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$61.3M	+$720K	2	4.28%	Increased
862	PIM Progressive Investment Management Lake Oswego, Oregon	$61.2M	+$1M	4	13.47%	Increased
863	Advisors Capital Management Ridgewood, New Jersey	$60.7M	-$743K	5	0.64%	Reduced
864	First National Bank of Omaha Omaha, Nebraska	$60.5M	+$2.29M	8	1.71%	Increased
865	Diversify Advisory Services Sandy, Utah	$60.2M	+$54.4M	6	1.01%	Increased
866	Diversify Wealth Management Sandy, Utah	$60.2M	+$1.54M	6	1.01%	Increased
867	ERIC Eagle Rock Investment Company Atlanta, Georgia	$60.2M	-$1.65M	4	7.45%	Reduced
868	GAMMA Investing Foster City, California	$60.1M	+$3.18M	17	2.24%	Increased
869	SFI Siemens Fonds Invest Munich, Germany	$60.1M	-$697K	3	2.95%	Reduced
870	CIA Covington Investment Advisors Ligonier, Pennsylvania	$60.1M	-$857K	1	7.77%	Reduced
871	SA Spear Advisors East Hampton, New York	$60.1M	+$6.56M	3	20.63%	Increased
872	Bowen Hanes & Co Ponte Vedra Beach, Florida	$59.8M	$0	2	1.46%	Maintained
873	OCM Osterweis Capital Management San Francisco, California	$59.8M	-$28.1M	3	2.82%	Reduced
874	Third Point New York	$59.6M	-$3.57M	1	1.27%	Reduced
875	HVCM Hel Ved Capital Management Central, Hong Kong	$59.3M	+$15.3M	6	4.38%	Increased