← 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	AL AJO LP Philadelphia, Pennsylvania	$48.5M	-$9.12M	1	0.21%	Reduced
177	CIP Champlain Investment Partners Burlington, Vermont	$47.7M	-$18.5M	1	0.78%	Reduced
178	ING Group Amsterdam, Netherlands	$47.5M	-$3.45M	3	0.24%	Reduced
179	Public Employees Retirement Association of Colorado Denver, Colorado	$47.3M	-$922K	8	0.4%	Reduced
180	LCM LG Capital Management Owings Mills, Maryland	$47M	+$215K	2	16.6%	Increased
181	OCMI Oaktop Capital Management II Chatham, New Jersey	$46.1M	$0	2	10.6%	Maintained
182	Tocqueville Asset Management New York	$45.3M	-$659K	6	0.44%	Reduced
183	HA Heartland Advisors Milwaukee, Wisconsin	$45M	$0	1	0.78%	Maintained
184	QAM Quentec Asset Management New York	$44.9M	+$24.2M	3	11.71%	Increased
185	Kayne Anderson Rudnick Investment Management Los Angeles, California	$44.8M	+$4.38M	1	0.76%	Increased
186	Sit Investment Associates Minneapolis, Minnesota	$44.1M	-$1.78M	2	0.75%	Reduced
187	Federated Hermes Pittsburgh, Pennsylvania	$43.6M	-$1.83M	9	0.14%	Reduced
188	Polar Capital London, United Kingdom	$43.5M	+$7.33M	3	0.93%	Increased
189	CS Central Securities New York	$43.5M	$0	1	9.01%	Maintained
190	Aberdeen Asset Management Aberdeen, United Kingdom	$43.3M	+$34.3M	3	0.09%	Increased
191	TCM Tekne Capital Management New York	$43.2M	+$39.1M	1	1.48%	New
192	MSA Mason Street Advisors Milwaukee, Wisconsin	$43.1M	+$3.27M	10	0.33%	Increased
193	BNP Paribas Financial Markets Paris, France	$42.4M	-$22.9M	14	0.04%	Reduced
194	Robeco Institutional Asset Management Rotterdam, Netherlands	$42.4M	+$36.7M	3	0.3%	Increased
195	Saturna Capital Bellingham, Washington	$41.7M	$0	2	1.09%	Maintained
196	British Columbia Investment Management Victoria, British Columbia, Canada	$41.7M	-$220K	3	0.34%	Reduced
197	GC GW Capital Bellevue, Washington	$41.6M	+$1.26M	2	1.6%	Increased
198	TAA Turiya Advisors Asia Hong Kong	$40.5M	+$11.2M	1	3.94%	Increased
199	Brown Advisory Baltimore, Maryland	$40.4M	+$1.95M	2	0.13%	Increased
200	ICOM Investment Counselors of Maryland Baltimore, Maryland	$40.1M	+$5.8M	2	1.73%	Increased