← 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	Parametric Portfolio Associates Seattle, Washington	$137M	-$9.72M	14	0.27%	Reduced
77	NIMC NWQ Investment Management Company Los Angeles, California	$136M	+$11.1M	2	1.89%	Increased
78	GE General Electric Evendale, Ohio	$136M	+$68.5M	2	0.3%	Increased
79	TD Asset Management Toronto, Ontario, Canada	$135M	+$20.8M	8	0.24%	Increased
80	AWM Ashmore Wealth Management Wilmington, Delaware	$135M	$0	1	2.95%	Maintained
81	Credit Suisse Zurich, Switzerland	$130M	-$14.8M	14	0.13%	Reduced
82	Pinnacle Associates New York	$127M	-$3.39M	5	2.36%	Reduced
83	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$125M	-$1.99M	3	0.22%	Reduced
84	Janus Henderson Group London,	$124M	+$22.2M	4	0.98%	Increased
85	Prudential plc London, England, United Kingdom	$123M	+$55M	1	0.47%	Increased
86	Two Sigma Advisers New York	$122M	+$62.1M	8	0.91%	Increased
87	USS Investment Management London, United Kingdom	$121M	$0	1	1.92%	Maintained
88	Lord, Abbett & Co Jersey City, New Jersey	$121M	+$46.6M	4	0.32%	Increased
89	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$120M	+$42.8M	4	0.39%	Increased
90	State of Tennessee, Department of Treasury Nashville, Tennessee	$119M	+$35.1M	9	0.65%	Increased
91	CCI Columbus Circle Investors	$118M	-$42.3M	1	0.83%	Reduced
92	Bank of Montreal Toronto, Ontario, Canada	$116M	-$21.8M	11	0.14%	Reduced
93	First Trust Advisors Wheaton, Illinois	$114M	-$7.34M	10	0.3%	Reduced
94	Putnam Investments Boston, Massachusetts	$113M	-$4.46M	5	0.23%	Reduced
95	Adage Capital Partners Boston, Massachusetts	$112M	+$27.4M	3	0.28%	Increased
96	Principal Financial Group Des Moines, Iowa	$111M	-$889K	9	0.17%	Reduced
97	Edge Asset Management Seattle, Washington	$109M	+$10.5M	2	0.99%	Increased
98	Susquehanna International Group Bala Cynwyd, Pennsylvania	$106M	-$19.7M	14	0.04%	Reduced
99	APG Asset Management Amsterdam, Netherlands	$105M	+$10.1M	3	0.21%	Increased
100	Barclays London, United Kingdom	$105M	-$79.6M	15	0.12%	Reduced