← 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
Northern Trust Company of Connecticut
Northern Trust Company of Connecticut
Connecticut
$35.6M -$1.05M 5 0.23% Reduced
177
JC
Joho Capital
New York
$35M $0 1 2.63% Maintained
178
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$34.9M +$7.01M 1 0.52% Increased
179
Winton Capital Management
Winton Capital Management
United Kingdom
$34.2M -$9.18M 2 0.41% Reduced
180
Comerica Bank
Comerica Bank
Texas
$34.1M +$1.82M 12 0.24% Increased
181
ICM
Invicta Capital Management
New York
$33.6M +$2.41M 2 12.16% Increased
182
Sit Investment Associates
Sit Investment Associates
Minnesota
$33.6M +$3.18M 3 0.64% Increased
183
GACM
Green Arrow Capital Management
New York
$32.6M +$11.9M 3 2.45% Increased
184
ICOM
Investment Counselors of Maryland
Maryland
$32.2M +$6.68M 2 1.36% Increased
185
GE
General Electric
Ohio
$32M +$6.98M 1 0.16% Increased
186
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$31.8M +$2.6M 1 0.43% Increased
187
SCA
Southpoint Capital Advisors
New York
$31.7M $0 1 1.78% Maintained
188
Boston Trust Walden
Boston Trust Walden
Massachusetts
$31.6M -$377K 1 0.48% Reduced
189
RG
Renaissance Group
Kentucky
$31.4M -$12.8M 1 1.33% Reduced
190
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$31.3M +$16.2M 1 0.59% Increased
191
WI
WHV Investments
California
$31.2M -$1.09M 2 0.31% Reduced
192
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$30.9M -$100K 11 0.24% Reduced
193
Chevy Chase Trust
Chevy Chase Trust
Maryland
$30.9M +$583K 3 0.25% Increased
194
WEC
White Elm Capital
Connecticut
$30.7M +$1.15M 1 2.97% Increased
195
Korea Investment Corp
Korea Investment Corp
South Korea
$30.4M +$15.6M 3 0.32% Increased
196
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$30.2M +$49.2K 3 0.26% Increased
197
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$29.9M +$2.78M 7 0.16% Increased
198
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$29.7M -$1.78M 3 0.08% Reduced
199
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$29.6M +$7.11M 2 0.67% Increased
200
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$29.6M +$27M 2 0.39% Increased