← 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
976
North Dakota State Investment Board
North Dakota State Investment Board
North Dakota
$46.7M +$998K 7 1.9% Increased
977
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$46.7M -$8.57M 2 0.3% Reduced
978
SPG
Strategic Planning Group
Utah
$46.4M +$10.8M 2 5.06% Increased
979
Regions Financial Corp
Regions Financial Corp
Alabama
$46.4M -$2.18M 5 0.28% Reduced
980
PA
Proem Advisors
Texas
$46.2M +$31.3M 2 2.47% New
981
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$46.1M +$4.94M 2 0.44% Increased
982
VA
VestGen Advisors
Illinois
$45.9M -$2.11M 8 1.34% Reduced
983
Brighton Jones LLC
Brighton Jones LLC
Washington
$45.5M -$961K 9 0.85% Reduced
984
MSA
MUFG Securities Americas
New York
$45.5M +$2.45M 3 2.34% Increased
985
WC
Wexford Capital
Florida
$45.4M -$21.3M 2 5.81% Reduced
986
GCM
Gunderson Capital Management
South Carolina
$45.4M +$9.44M 3 12.25% Increased
987
WF
WoodTrust Financial
Wisconsin
$45.2M -$1.28M 3 5.37% Reduced
988
SFS
Stiles Financial Services
Minnesota
$45.1M -$1.04M 4 11.32% Reduced
989
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$45.1M +$3.15M 3 0.9% Increased
990
YIA
YHB Investment Advisors
Connecticut
$45M -$2.04M 3 2.88% Reduced
991
First Merchants Corp
First Merchants Corp
Indiana
$44.9M -$44.6K 3 1.58% Reduced
992
TCBWMS
Texas Capital Bank Wealth Management Services
Texas
$44.8M -$11.3M 4 2.4% Reduced
993
AMI
Amica Mutual Insurance
Rhode Island
$44.8M -$2.83M 2 3.73% Reduced
994
SNB
Security National Bank
Nebraska
$44.7M +$827K 3 5.33% Increased
995
SEM
Suncoast Equity Management
Florida
$44.5M +$31M 2 5.57% New
996
AWA
Argos Wealth Advisors
California
$44.3M -$1.51M 2 11.73% Reduced
997
BCAM
Boston Common Asset Management
Massachusetts
$44.1M +$472K 2 2.62% Increased
998
PIM
Plato Investment Management
Australia
$44M -$5.75M 4 2.51% Reduced
999
SGA
Strategic Global Advisors
California
$43.6M -$4.68M 4 6.21% Reduced
1000
Axxcess Wealth Management
Axxcess Wealth Management
California
$43.5M +$13.4M 6 0.69% Increased