← 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
LI
LMCG Investments
Massachusetts
$58.6M +$5.34M 4 1.26% Increased
152
Federated Hermes
Federated Hermes
Pennsylvania
$57.9M -$18.5M 7 0.17% Reduced
153
Panagora Asset Management
Panagora Asset Management
Massachusetts
$57.4M -$15.1M 10 0.29% Reduced
154
BlackRock Japan
BlackRock Japan
Japan
$56.3M +$3.18M 3 0.22% Increased
155
Comerica Bank
Comerica Bank
Texas
$55M +$28.4M 11 0.24% Increased
156
TAM
Tiverton Asset Management
Delaware
$54.7M -$10.1M 2 1.09% Reduced
157
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$53.8M +$15.9M 3 0.11% Increased
158
City National Bank
City National Bank
Delaware
$50.3M -$3.11M 2 0.42% Reduced
159
BlackRock Advisors
BlackRock Advisors
Delaware
$50.3M -$10.9M 14 0.05% Reduced
160
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$50.1M -$20.3M 1 0.26% Reduced
161
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$49.8M +$17.4M 2 1.12% Increased
162
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$49.5M -$10.7M 4 0.27% Reduced
163
Gotham Asset Management
Gotham Asset Management
New York
$49.5M -$29.7M 6 0.41% Reduced
164
AC
Ascend Capital
California
$49.2M +$20.9M 1 1.62% Increased
165
ICOM
Investment Counselors of Maryland
Maryland
$48.5M +$8.71M 3 2.25% Increased
166
Brown Advisory
Brown Advisory
Maryland
$48.4M -$624K 2 0.16% Reduced
167
Saturna Capital
Saturna Capital
Washington
$46.5M $0 2 1.31% Maintained
168
CRM
Cramer Rosenthal McGlynn
Connecticut
$46M -$548K 2 0.57% Reduced
169
SG
Swarthmore Group
Pennsylvania
$45.7M +$2.09M 1 4.25% Increased
170
Silvercrest Asset Management
Silvercrest Asset Management
New York
$45.2M +$3.28M 1 0.6% Increased
171
CC
Clearline Capital
New York
$45.1M +$18.8M 1 6.27% Increased
172
QAM
Quentec Asset Management
New York
$45.1M +$9.19M 4 9.03% Increased
173
Glenmede Trust
Glenmede Trust
Pennsylvania
$45M -$13.3M 11 0.32% Reduced
174
Point72 Asset Management
Point72 Asset Management
Connecticut
$44.7M -$17.5M 2 0.31% Reduced
175
OCMI
Oaktop Capital Management II
New Jersey
$44.2M $0 2 9.36% Maintained
5 6
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