← 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	Russell Investments Group London, United Kingdom	$158M	+$147M	13	0.31%	New
102	Numeric Investors Boston, Massachusetts	$155M	-$3.72M	5	1.42%	Reduced
103	1832 Asset Management Toronto, Ontario, Canada	$153M	+$80.1M	6	0.47%	Increased
104	Glenmede Trust Philadelphia, Pennsylvania	$150M	-$55.4M	9	0.82%	Reduced
105	USAA United Services Automobile Association San Antonio, Texas	$146M	+$15.6M	7	0.49%	Increased
106	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$146M	-$7.77M	3	0.31%	Reduced
107	Amundi Asset Management US Boston, Massachusetts	$146M	+$59.4M	2	0.51%	Increased
108	TCW Group Los Angeles, California	$142M	-$1.94M	4	1.07%	Reduced
109	Pinnacle Associates New York	$137M	-$7.49M	5	2.76%	Reduced
110	New York State Teachers Retirement System (NYSTRS) Albany, New York	$134M	-$2.28M	9	0.35%	Reduced
111	Capital Guardian Trust Los Angeles, California	$132M	+$123M	3	1.04%	Increased
112	RhumbLine Advisers Boston, Massachusetts	$130M	+$5.76M	12	0.33%	Increased
113	Thrivent Financial for Lutherans Minneapolis, Minnesota	$130M	-$698K	9	0.58%	Reduced
114	State of Tennessee, Department of Treasury Nashville, Tennessee	$130M	-$13.9M	9	0.69%	Reduced
115	NFA Nationwide Fund Advisors Columbus, Ohio	$129M	+$1.14M	14	0.54%	Increased
116	HSBC Holdings London, United Kingdom	$129M	-$77.8M	9	0.3%	Reduced
117	Pictet Asset Management (UK) London, United Kingdom	$125M	+$23.1M	4	0.46%	Increased
118	CGM Capital Growth Management Boston, Massachusetts	$125M	-$1.69M	3	5.55%	Reduced
119	Nordea Investment Management Stockholm, Sweden	$123M	+$6.94M	6	0.33%	Increased
120	Asset Management One Tokyo, Japan	$121M	+$108M	3	0.31%	Increased
121	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$120M	-$593K	14	0.17%	Reduced
122	Silvercrest Asset Management New York	$120M	+$3.35M	3	1.34%	Increased
123	SPC Silver Point Capital Greenwich, Connecticut	$118M	+$8.41M	1	12.66%	Increased
124	VFA Virtus Fund Advisers Hartford, Connecticut	$117M	-$37.7M	3	0.99%	Reduced
125	Point72 Asset Management Stamford, Connecticut	$115M	+$109M	2	0.8%	New