← 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
126	KAM Keeley Asset Management Chicago, Illinois	$54.5M	+$53.2M	1	1.08%	New
127	ING Group Amsterdam, Netherlands	$53.9M	+$55.2M	5	0.28%	New
128	1832 Asset Management Toronto, Ontario, Canada	$52.3M	+$51.3M	1	0.23%	New
129	IIM Ivory Investment Management New York	$52.2M	+$50.8M	1	2.15%	New
130	Anchor Capital Advisors Boston, Massachusetts	$51.8M	+$50.5M	3	1.11%	New
131	Capital Guardian Trust Los Angeles, California	$51.3M	+$50.2M	4	0.36%	New
132	USAA United Services Automobile Association San Antonio, Texas	$50.7M	+$49.8M	5	0.24%	New
133	Thrivent Financial for Lutherans Minneapolis, Minnesota	$50.6M	+$49.9M	8	0.33%	New
134	BlackRock Japan Tokyo, Japan	$48.5M	+$48.1M	7	0.22%	New
135	LCM Lakewood Capital Management New York	$48.3M	+$47.1M	1	3.29%	New
136	CIP Champlain Investment Partners Burlington, Vermont	$48.2M	+$47M	1	0.97%	New
137	NFA Nationwide Fund Advisors Columbus, Ohio	$48.2M	+$47.7M	14	0.25%	New
138	SONJCPFA State of New Jersey Common Pension Fund A Trenton, New Jersey	$47.1M	+$45.9M	5	0.23%	New
139	MTB Mizuho Trust & Banking Tokyo, Japan	$47M	+$46.3M	3	0.2%	New
140	SG Americas Securities New York	$46.6M	+$45.7M	8	0.23%	New
141	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$46.1M	+$44.9M	1	1.54%	New
142	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$45.3M	+$45M	15	0.09%	New
143	D.E. Shaw & Co New York	$44.6M	+$45.3M	10	0.08%	New
144	DnB Asset Management Oslo, Norway	$43.7M	+$46.5M	1	1.3%	New
145	CI Global Investments Oakland, California	$43.2M	+$42.3M	1	1.97%	New
146	SAM Sentinel Asset Management Montpelier, Vermont	$42.9M	+$41.6M	2	0.92%	New
147	Swiss National Bank Zurich, Switzerland	$42.6M	+$42M	10	0.19%	New
148	BAMCO Inc New York	$42.2M	+$42.4M	2	0.22%	New
149	RG Renaissance Group Covington, Kentucky	$41.5M	+$40.3M	2	1.88%	New
150	First Trust Advisors Wheaton, Illinois	$40.6M	+$40.8M	10	0.26%	New