← 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	Silvercrest Asset Management New York	$42M	+$2.16M	1	0.64%	Increased
152	Glenmede Trust Philadelphia, Pennsylvania	$41.3M	+$2.88M	11	0.3%	Increased
153	Nuveen Charlotte, North Carolina	$40.4M	-$24.4M	5	0.23%	Reduced
154	Bridgewater Associates Westport, Connecticut	$39.7M	+$28.3M	3	0.53%	Increased
155	Mackenzie Financial Toronto Ontario, Ontario, Canada	$39.5M	-$1.03M	4	0.24%	Reduced
156	Saturna Capital Bellingham, Washington	$39.3M	$0	2	1.24%	Maintained
157	OCMI Oaktop Capital Management II Chatham, New Jersey	$39.3M	+$2.06M	2	8.82%	Increased
158	Lord, Abbett & Co Jersey City, New Jersey	$39.2M	-$67.4M	1	0.12%	Reduced
159	TAM Tiverton Asset Management Wilimington, Delaware	$38.2M	-$5.23M	2	0.85%	Reduced
160	Credit Agricole Montrouge Cedex, France	$37.8M	+$14.8M	4	0.19%	Increased
161	Anchor Capital Advisors Boston, Massachusetts	$37.8M	-$316K	2	0.96%	Reduced
162	SG Swarthmore Group Philadelphia, Pennsylvania	$37.1M	+$458K	1	3.94%	Increased
163	Nomura Holdings Tokyo, Japan	$36.5M	+$15.9M	5	0.13%	Increased
164	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$35.9M	+$3.21M	1	0.64%	Increased
165	CC Clearline Capital New York	$35.1M	+$757K	1	5.92%	Increased
166	HT HAP Trading New York	$34.4M	+$22.5M	2	1.79%	Increased
167	US Bancorp Minneapolis, Minnesota	$34.2M	+$5.33M	13	0.14%	Increased
168	Chevy Chase Trust Bethesda, Maryland	$34M	+$182K	3	0.21%	Increased
169	SEI Investments Oaks, Pennsylvania	$33.9M	-$36.5M	10	0.31%	Reduced
170	BNP Paribas Financial Markets Paris, France	$33.6M	+$13.6M	14	0.08%	Increased
171	Arrowstreet Capital Boston, Massachusetts	$33.1M	-$133M	7	0.16%	Reduced
172	CS Central Securities New York	$32.7M	-$3.43M	1	8.59%	Reduced
173	NPIC Neumeier Poma Investment Counsel Carmel, California	$32.3M	+$7.14M	2	6.11%	Increased
174	First Pacific Advisors El Segundo, California	$32.2M	+$19.3M	1	0.28%	Increased
175	ICOM Investment Counselors of Maryland Baltimore, Maryland	$31.9M	-$6.48M	3	1.86%	Reduced