← 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
101	Brandes Investment Partners La Jolla, California	$73.3M	+$78.7M	2	0.92%	New
102	FVP Firefly Value Partners Newtown, Pennsylvania	$72.8M	+$69.7M	1	8.31%	New
103	State Board of Administration of Florida Retirement System Tallahassee, Florida	$72.7M	+$71.8M	11	0.24%	New
104	CI Investments Inc Toronto, Ontario, Canada	$72.5M	+$71M	1	0.79%	New
105	Kornitzer Capital Management Shawnee Mission, Kansas	$72.4M	+$73.2M	5	0.95%	New
106	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$72M	+$71.1M	12	0.23%	New
107	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$71.6M	+$70.4M	3	0.2%	New
108	Perkins Investment Management Chicago, Illinois	$69.6M	+$69.6M	2	0.47%	New
109	HSBC Holdings London, United Kingdom	$67.2M	+$66.3M	5	0.2%	New
110	SEI Trust Company Oaks, Pennsylvania	$66.7M	+$65.3M	7	0.82%	New
111	Guggenheim Capital Chicago, Illinois	$66.4M	+$65.7M	12	0.28%	New
112	RhumbLine Advisers Boston, Massachusetts	$63.6M	+$62.8M	12	0.2%	New
113	WCM Investment Management Laguna Beach, California	$62.1M	+$58.8M	1	3.35%	New
114	APG Asset Management Amsterdam, Netherlands	$62M	+$60.8M	3	0.19%	New
115	OppenheimerFunds New York	$60.6M	+$61.2M	1	0.09%	New
116	Massachusetts Financial Services Boston, Massachusetts	$60.3M	+$63.2M	6	0.04%	New
117	Saturna Capital Bellingham, Washington	$59.6M	+$59.2M	2	1.63%	New
118	Mawer Investment Management Calgary, Alberta, Canada	$58.8M	+$63.1M	1	2.19%	New
119	Barclays London, United Kingdom	$58.6M	+$58.3M	14	0.07%	New
120	Alkeon Capital Management New York	$58.2M	+$56.6M	1	1.3%	New
121	TD Asset Management Toronto, Ontario, Canada	$58M	+$56.9M	6	0.12%	New
122	UBS Zurich, Switzerland	$56.5M	+$56.3M	17	0.07%	New
123	Citigroup New York	$55.5M	+$55.2M	15	0.05%	New
124	Millennium Management New York	$54.9M	+$55.1M	13	0.17%	New
125	LI LMCG Investments Boston, Massachusetts	$54.5M	+$54.5M	4	1.43%	New