← 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
176	Nordea Investment Management Stockholm, Sweden	$31.1M	+$30.3M	5	0.19%	New
177	Northern Trust Company of Connecticut Stamford, Connecticut	$30.7M	+$29.9M	5	0.21%	New
178	PAR Capital Management Boston, Massachusetts	$30.7M	+$30M	1	0.86%	New
179	ICM Invicta Capital Management New York	$30.5M	+$31M	2	12.68%	New
180	Polar Capital London, United Kingdom	$30.2M	+$30.2M	4	1.05%	New
181	HA Heartland Advisors Milwaukee, Wisconsin	$30.1M	+$30.7M	1	0.56%	New
182	FIG Fortress Investment Group New York	$30M	+$30.6M	1	0.75%	New
183	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$29.2M	+$29.8M	1	0.4%	New
184	Mondrian Investment Partners London, United Kingdom	$28.8M	+$30.9M	1	0.44%	New
185	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$28.7M	+$30.5M	1	0.67%	New
186	Boston Trust Walden Boston, Massachusetts	$28.7M	+$29M	1	0.46%	New
187	SIM Stelliam Investment Management New York	$28.7M	+$30.5M	1	1.56%	New
188	Comerica Bank Dallas, Texas	$28.6M	+$28.5M	11	0.23%	New
189	HGI Hansberger Global Investors Ft Lauderdale, Florida	$27.9M	+$26.9M	2	6.17%	New
190	O'Shaughnessy Asset Management Stamford, Connecticut	$27.8M	+$27.4M	5	0.74%	New
191	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$27.8M	+$26.6M	3	0.08%	New
192	TI Turner Investments Berwyn, Pennsylvania	$27.6M	+$27.2M	5	0.37%	New
193	MLICM Metropolitan Life Insurance Company (MetLife) New York	$27.4M	+$27.1M	11	0.22%	New
194	Natixis Advisors Boston, Massachusetts	$27.4M	+$27.6M	5	0.55%	New
195	Mackenzie Financial Toronto Ontario, Ontario, Canada	$27.3M	+$26.3M	2	0.13%	New
196	WI WHV Investments San Francisco, California	$26.9M	+$26.2M	2	0.28%	New
197	SCA Southpoint Capital Advisors New York	$26.7M	+$26.1M	1	1.65%	New
198	Bank of Montreal Toronto, Ontario, Canada	$26.6M	+$26.4M	12	0.05%	New
199	British Columbia Investment Management Victoria, British Columbia, Canada	$26.5M	+$26.1M	3	0.22%	New
200	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$26.4M	+$25.7M	1	0.2%	New