← 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
76	Scout Investments Kansas City, Missouri	$99M	+$99.3M	3	1.15%	New
77	Principal Financial Group Des Moines, Iowa	$97.3M	+$96.9M	10	0.22%	New
78	Citadel Advisors Miami, Florida	$97.1M	+$94.2M	11	0.17%	New
79	Lord, Abbett & Co Jersey City, New Jersey	$96.8M	+$97M	5	0.22%	New
80	Royal Bank of Canada Toronto, Ontario, Canada	$96.4M	+$95M	14	0.08%	New
81	BlackRock New York	$95.7M	+$94.1M	13	0.19%	New
82	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$94.5M	+$93.1M	3	0.21%	New
83	Maverick Capital Dallas, Texas	$92.2M	+$92.8M	2	1.25%	New
84	PIMC Praesidium Investment Management Company New York	$91.5M	+$89M	1	8.83%	New
85	State of Wisconsin Investment Board Madison, Wisconsin	$91.2M	+$90.6M	7	0.38%	New
86	Thompson Siegel & Walmsley Richmond, Virginia	$89.7M	+$89.8M	4	1.94%	New
87	Cooke & Bieler Philadelphia, Pennsylvania	$88.6M	+$90.3M	1	2.11%	New
88	TAM Tiverton Asset Management Wilimington, Delaware	$87.5M	+$84.7M	3	2.27%	New
89	New York State Teachers Retirement System (NYSTRS) Albany, New York	$87.4M	+$86.6M	9	0.25%	New
90	Schroder Investment Management Group London, United Kingdom	$83.2M	+$81.8M	4	0.22%	New
91	Pinnacle Associates New York	$82.9M	+$84.5M	5	1.86%	New
92	Lone Pine Capital Greenwich, Connecticut	$81.7M	+$78.2M	1	0.4%	New
93	Westwood Holdings Group Dallas, Texas	$79.8M	+$79.9M	3	0.7%	New
94	Parametric Portfolio Associates Seattle, Washington	$79.5M	+$78.6M	14	0.23%	New
95	Arrowstreet Capital Boston, Massachusetts	$79M	+$82.5M	6	0.59%	New
96	Edge Asset Management Seattle, Washington	$78.7M	+$77.2M	3	0.99%	New
97	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$77.7M	+$77.1M	3	0.39%	New
98	Prudential Financial Newark, New Jersey	$76.8M	+$76.2M	11	0.17%	New
99	Panagora Asset Management Boston, Massachusetts	$73.8M	+$72M	10	0.38%	New
100	Capital International Investors Los Angeles, California	$73.7M	+$72.2M	1	0.34%	New