← 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	MTB Mizuho Trust & Banking Tokyo, Japan	$67.5M	+$3.53M	4	0.23%	Increased
152	Lord, Abbett & Co Jersey City, New Jersey	$67.1M	-$19.4M	5	0.17%	Reduced
153	CCP Clough Capital Partners Boston, Massachusetts	$66M	+$13.9M	2	2.18%	Increased
154	Two Sigma Advisers New York	$65.6M	-$8.64M	10	0.48%	Reduced
155	Aperio Group Sausalito, California	$64.6M	+$11.8M	8	0.72%	Increased
156	Frontier Capital Management Boston, Massachusetts	$64.2M	-$12.1M	1	0.46%	Reduced
157	Mackenzie Financial Toronto Ontario, Ontario, Canada	$63.8M	+$6.12M	4	0.34%	Increased
158	Fiduciary Management Inc Milwaukee, Wisconsin	$63.5M	-$890K	1	0.33%	Reduced
159	BlackRock Advisors Wilmington, Delaware	$63.5M	+$240K	14	0.07%	Increased
160	LCM Lakewood Capital Management New York	$62.4M	-$2.37M	1	3.2%	Reduced
161	City National Bank Beverly Hills, Delaware	$61.4M	+$6.5M	2	0.52%	Increased
162	Glenmede Trust Philadelphia, Pennsylvania	$61.3M	+$29.7M	9	0.45%	Increased
163	ICM Ionic Capital Management New York	$60.1M	+$284K	2	2.35%	Increased
164	KAM Keeley Asset Management Chicago, Illinois	$59.7M	-$537K	1	1.22%	Reduced
165	PointState Capital New York	$59.2M	+$61.7M	1	0.8%	Increased
166	State of New Jersey Common Pension Fund D Trenton, New Jersey	$58.8M	+$958K	5	0.23%	Increased
167	Brown Advisory Baltimore, Maryland	$56.4M	+$6.89M	2	0.18%	Increased
168	BlackRock Japan Tokyo, Japan	$56.4M	-$3.38M	3	0.23%	Reduced
169	LI LMCG Investments Boston, Massachusetts	$55.6M	-$7.07M	4	1.16%	Reduced
170	Point72 Asset Management Stamford, Connecticut	$55.2M	+$31.4M	2	0.38%	Increased
171	VanEck Associates New York	$55.1M	-$1.26M	6	0.32%	Reduced
172	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$54.3M	+$40M	2	0.61%	Increased
173	BNP Paribas Financial Markets Paris, France	$53.5M	+$145K	13	0.15%	Increased
174	Sit Investment Associates Minneapolis, Minnesota	$52.2M	+$4.67M	2	0.91%	Increased
175	Axa Paris, France	$52.2M	-$3.16M	4	0.22%	Reduced