← 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	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$177M	+$591K	3	0.35%	Increased
102	RhumbLine Advisers Boston, Massachusetts	$170M	+$10.9M	12	0.4%	Increased
103	Robeco Institutional Asset Management Rotterdam, Netherlands	$167M	+$29.9M	6	1.11%	Increased
104	Glenmede Trust Philadelphia, Pennsylvania	$163M	-$27.5M	12	0.78%	Reduced
105	SEI Investments Oaks, Pennsylvania	$162M	+$25M	12	0.71%	Increased
106	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$161M	+$14.2M	15	0.2%	Increased
107	New York State Teachers Retirement System (NYSTRS) Albany, New York	$160M	-$1.43M	9	0.41%	Reduced
108	Thrivent Financial for Lutherans Minneapolis, Minnesota	$159M	+$431K	9	0.69%	Increased
109	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$158M	+$99.4M	3	3.93%	Increased
110	Pinnacle Associates New York	$157M	-$8.08M	6	3%	Reduced
111	Marshall Wace North America New York	$157M	+$145M	5	1.24%	New
112	USAA United Services Automobile Association San Antonio, Texas	$157M	-$17.3M	7	0.49%	Reduced
113	SSM Sound Shore Management Greenwich, Connecticut	$155M	-$36.1M	1	2.57%	Reduced
114	Capital Guardian Trust Los Angeles, California	$154M	-$2.33M	3	1.15%	Reduced
115	Nordea Investment Management Stockholm, Sweden	$154M	+$3.2M	6	0.41%	Increased
116	NFA Nationwide Fund Advisors Columbus, Ohio	$150M	-$7.83M	14	0.6%	Reduced
117	State of Wisconsin Investment Board Madison, Wisconsin	$147M	+$21.7M	7	0.57%	Increased
118	HSBC Holdings London, United Kingdom	$142M	-$12.7M	4	0.3%	Reduced
119	Silvercrest Asset Management New York	$142M	+$2.95M	3	1.52%	Increased
120	Credit Agricole Montrouge Cedex, France	$140M	+$13.3M	6	0.43%	Increased
121	State of New Jersey Common Pension Fund D Trenton, New Jersey	$135M	+$39.5M	5	0.56%	Increased
122	CAM ClariVest Asset Management San Diego, California	$133M	+$1.78M	8	3.32%	Increased
123	Asset Management One Tokyo, Japan	$132M	-$12.5M	4	0.35%	Reduced
124	PIMC Praesidium Investment Management Company New York	$128M	-$65.9M	2	10.44%	Reduced
125	SPC Silver Point Capital Greenwich, Connecticut	$127M	+$2.65M	1	10.9%	Increased