← 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	Putnam Investments Boston, Massachusetts	$211M	+$24.1M	8	0.51%	Increased
77	California Public Employees Retirement System Sacramento, California	$208M	-$18.8M	14	0.35%	Reduced
78	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$205M	+$7.75M	3	0.33%	Increased
79	EARNEST Partners Atlanta, Georgia	$204M	-$20.5M	6	2.23%	Reduced
80	Swiss National Bank Zurich, Switzerland	$200M	+$459K	10	0.31%	Increased
81	TD Asset Management Toronto, Ontario, Canada	$198M	+$69.4M	3	0.33%	Increased
82	Maverick Capital Dallas, Texas	$197M	-$279M	3	2.56%	Reduced
83	BlackRock New York	$193M	+$32.7M	13	0.27%	Increased
84	Alkeon Capital Management New York	$192M	-$5.92M	2	3.78%	Reduced
85	Korea Investment Corp Seoul, South Korea	$189M	+$20M	3	0.91%	Increased
86	AL AJO LP Philadelphia, Pennsylvania	$188M	+$135M	3	0.77%	Increased
87	Jupiter Investment Management London, United Kingdom	$186M	+$27.3M	2	3.2%	Increased
88	Frontier Capital Management Boston, Massachusetts	$184M	+$22M	3	1.41%	Increased
89	Winslow Capital Management Minneapolis, Minnesota	$180M	-$34.7M	1	0.83%	Reduced
90	Artisan Partners Milwaukee, Wisconsin	$179M	+$78.9M	1	0.37%	Increased
91	FPM Francisco Partners Management San Francisco, California	$178M	+$176M	1	49.84%	New
92	Federated Hermes Pittsburgh, Pennsylvania	$175M	+$41.8M	11	0.52%	Increased
93	APG Asset Management Amsterdam, Netherlands	$174M	+$27M	3	0.33%	Increased
94	Credit Suisse Zurich, Switzerland	$173M	-$49.3M	14	0.17%	Reduced
95	Citigroup New York	$172M	-$205M	14	0.16%	Reduced
96	Lord, Abbett & Co Jersey City, New Jersey	$165M	-$39.3M	4	0.5%	Reduced
97	PIMC Praesidium Investment Management Company New York	$163M	-$42.9M	2	13.22%	Reduced
98	Fisher Asset Management Camas, Washington	$163M	-$12.1M	5	0.28%	Reduced
99	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$162M	+$476	12	0.33%	Increased
100	SSM Sound Shore Management Greenwich, Connecticut	$161M	-$3.43M	1	2.77%	Reduced