← 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	Sit Investment Associates Minneapolis, Minnesota	$37.2M	+$3.83M	3	0.66%	Increased
177	STRS Ohio Columbus, Ohio	$36.8M	+$14.7M	7	0.17%	Increased
178	D.E. Shaw & Co New York	$36.7M	+$12.2M	13	0.05%	Increased
179	Tocqueville Asset Management New York	$36.7M	+$99.3K	4	0.49%	Increased
180	Boston Trust Walden Boston, Massachusetts	$36M	-$2.15M	1	0.52%	Reduced
181	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$35.9M	+$69.4K	1	0.45%	Increased
182	OA Oak Associates Akron, Ohio	$35.4M	+$34.6M	2	3.82%	New
183	Polar Capital London, United Kingdom	$35.2M	-$3.12M	3	0.84%	Reduced
184	Bessemer Group Woodbridge, New Jersey	$35M	+$13.3M	6	0.25%	Increased
185	Mondrian Investment Partners London, United Kingdom	$34.9M	$0	1	0.49%	Maintained
186	British Columbia Investment Management Victoria, British Columbia, Canada	$34.9M	+$5.28M	3	0.28%	Increased
187	WEC White Elm Capital Greenwich, Connecticut	$34.9M	+$5.67M	1	3.15%	Increased
188	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$34.8M	-$7.68M	1	0.95%	Reduced
189	ICOM Investment Counselors of Maryland Baltimore, Maryland	$34.5M	-$849K	2	1.4%	Reduced
190	MSA Mason Street Advisors Milwaukee, Wisconsin	$34.2M	+$20M	10	0.28%	Increased
191	Bank of Montreal Toronto, Ontario, Canada	$33.7M	+$4.52M	12	0.05%	Increased
192	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$33.4M	+$2.01M	7	0.18%	Increased
193	Two Sigma Investments New York	$33.2M	-$7.11M	10	0.18%	Reduced
194	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$32.8M	+$1.82M	9	0.2%	Increased
195	Chevy Chase Trust Bethesda, Maryland	$32.6M	+$758K	3	0.24%	Increased
196	SCM Stevens Capital Management Radnor, Pennsylvania	$32.3M	+$27.4M	6	0.95%	Increased
197	MLICM Metropolitan Life Insurance Company (MetLife) New York	$32.1M	-$76.8K	12	0.23%	Reduced
198	Kennedy Capital Management St Louis, Missouri	$32M	-$842K	6	0.59%	Reduced
199	Kayne Anderson Rudnick Investment Management Los Angeles, California	$31.6M	-$680	1	0.53%	Reduced
200	Raymond James & Associates St Petersburg, Florida	$31.6M	+$1.75M	6	0.24%	Increased