← 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	Credit Suisse Zurich, Switzerland	$234M	-$42.2M	16	0.23%	Reduced
77	LPU Lansdowne Partners (UK) London, United Kingdom	$234M	+$119M	1	2.23%	Increased
78	Boston Partners Boston, Massachusetts	$233M	+$3.95M	3	0.28%	Increased
79	Millennium Management New York	$233M	-$210M	14	0.3%	Reduced
80	Amundi Asset Management US Boston, Massachusetts	$233M	+$82.9M	5	0.34%	Increased
81	Royce & Associates New York	$229M	+$29M	10	1.58%	Increased
82	Jupiter Investment Management London, United Kingdom	$225M	+$36.1M	4	1.6%	Increased
83	Putnam Investments Boston, Massachusetts	$217M	+$19.6M	6	0.49%	Increased
84	SEI Investments Oaks, Pennsylvania	$216M	+$34M	15	0.73%	Increased
85	Eagle Asset Management St Petersburg, Florida	$214M	-$67M	6	1.15%	Reduced
86	Alkeon Capital Management New York	$212M	-$24.5M	3	0.99%	Reduced
87	AllianceBernstein Nashville, Tennessee	$211M	-$73.5M	13	0.15%	Reduced
88	RhumbLine Advisers Boston, Massachusetts	$202M	-$201K	13	0.41%	Reduced
89	Barclays London, United Kingdom	$200M	-$14.2M	17	0.17%	Reduced
90	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$200M	-$3.71M	4	0.34%	Reduced
91	Two Sigma Advisers New York	$198M	+$24.8M	10	0.53%	Increased
92	State of New Jersey Common Pension Fund D Trenton, New Jersey	$193M	+$24.7M	6	0.73%	Increased
93	VanEck Associates New York	$191M	+$11.9M	5	0.89%	Increased
94	Two Sigma Investments New York	$188M	+$98.8M	10	0.56%	Increased
95	Panagora Asset Management Boston, Massachusetts	$187M	-$25.2M	10	0.74%	Reduced
96	ClearBridge Investments New York	$184M	+$31.3M	7	0.15%	Increased
97	Parnassus Investments San Francisco, California	$181M	-$52.7M	3	0.72%	Reduced
98	USAA United Services Automobile Association San Antonio, Texas	$180M	-$16.1M	11	0.48%	Reduced
99	Federated Hermes Pittsburgh, Pennsylvania	$178M	-$37.5M	12	0.52%	Reduced
100	Westfield Capital Management Boston, Massachusetts	$176M	-$1.03M	4	1.31%	Reduced