← 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
151	Public Employees Retirement Association of Colorado Denver, Colorado	$39.7M	+$39M	9	0.37%	New
152	Winton Capital Management London, United Kingdom	$39.5M	+$39.1M	2	0.48%	New
153	VanEck Associates New York	$39.3M	+$38.6M	6	0.21%	New
154	Adage Capital Partners Boston, Massachusetts	$39.1M	+$38.7M	3	0.12%	New
155	Fidelity International Hamilton, Bermuda	$38.4M	+$38M	2	0.22%	New
156	WI WBI Investments Red Bank, New Jersey	$38.2M	+$37.5M	2	2.74%	New
157	RC RGM Capital Naples, Florida	$38M	+$38.8M	1	11.28%	New
158	Fiduciary Management Inc Milwaukee, Wisconsin	$37.7M	+$38.4M	1	0.24%	New
159	CS Central Securities New York	$37.4M	+$37.8M	1	9.8%	New
160	Federated Hermes Pittsburgh, Pennsylvania	$36.3M	+$36.2M	6	0.14%	New
161	VDBMI Van Den Berg Management I Austin, Texas	$35.1M	+$34.2M	1	2.98%	New
162	Tocqueville Asset Management New York	$34.8M	+$33.9M	2	0.47%	New
163	QAM Quentec Asset Management New York	$34.4M	+$34.8M	4	13.51%	New
164	Weiss Multi-Strategy Advisers New York	$34.2M	+$34.2M	4	1%	New
165	Amundi Asset Management US Boston, Massachusetts	$33.7M	+$32.3M	1	0.14%	New
166	Janus Henderson Group London,	$33.6M	+$33.1M	3	0.39%	New
167	JC Joho Capital New York	$33.3M	+$35.4M	1	2.86%	New
168	OA Oak Associates Akron, Ohio	$33.3M	+$32.7M	4	3.96%	New
169	OCMI Oaktop Capital Management II Chatham, New Jersey	$33.2M	+$33M	2	9.99%	New
170	AIG American International Group New York	$33.1M	+$33M	15	0.2%	New
171	Eaton Vance Management Boston, Massachusetts	$33.1M	+$32.2M	3	0.1%	New
172	Suntrust Banks Atlanta, Georgia	$32.5M	+$31.5M	5	0.14%	New
173	Zacks Investment Management Chicago, Illinois	$32M	+$31.5M	4	1.47%	New
174	GCM Greywolf Capital Management Purchase, New York	$31.2M	+$30.5M	1	12.4%	New
175	ACI AMP Capital Investors Sydney, Australia	$31.1M	+$30.8M	6	0.24%	New