← 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	GC GW Capital Bellevue, Washington	$45.8M	+$1.42M	2	1.95%	Increased
177	LCM LG Capital Management Owings Mills, Maryland	$45.5M	+$4.41M	3	14.1%	Increased
178	City National Bank Beverly Hills, Delaware	$44.7M	+$45.7M	2	0.41%	New
179	Corvex Management New York	$44.4M	+$45.5M	1	0.54%	New
180	CCP Clough Capital Partners Boston, Massachusetts	$44.3M	+$42.3M	1	1.66%	New
181	Sit Investment Associates Minneapolis, Minnesota	$44.3M	+$2.02M	2	0.77%	Increased
182	Saturna Capital Bellingham, Washington	$44.2M	$0	2	1.18%	Maintained
183	Chevy Chase Trust Bethesda, Maryland	$43.7M	+$3.64M	3	0.28%	Increased
184	Anchor Capital Advisors Boston, Massachusetts	$43.4M	-$6.29M	2	0.9%	Reduced
185	Empyrean Capital Partners Los Angeles, California	$43.2M	+$44.3M	1	1.53%	New
186	TCM Tekne Capital Management New York	$43.2M	+$1.89M	1	2.52%	Increased
187	Tocqueville Asset Management New York	$43M	-$452K	3	0.48%	Reduced
188	Kayne Anderson Rudnick Investment Management Los Angeles, California	$42.7M	-$208K	1	0.76%	Reduced
189	Whale Rock Capital Management Boston, Massachusetts	$42.7M	+$4.38M	1	5.53%	Increased
190	1832 Asset Management Toronto, Ontario, Canada	$42.2M	-$6.17M	1	0.14%	Reduced
191	Brown Advisory Baltimore, Maryland	$41.7M	+$9.24M	2	0.13%	Increased
192	Amundi Asset Management US Boston, Massachusetts	$41.5M	+$3.04M	2	0.16%	Increased
193	British Columbia Investment Management Victoria, British Columbia, Canada	$41.5M	-$1.07M	3	0.35%	Reduced
194	GE General Electric Evendale, Ohio	$40.9M	-$9.41M	1	0.11%	Reduced
195	CCM Criterion Capital Management San Francisco, California	$40.9M	-$19.5M	1	1.2%	Reduced
196	CS Central Securities New York	$40.3M	$0	1	8.78%	Maintained
197	AC Ascend Capital Orinda, California	$40.2M	+$7.25M	1	1.19%	Increased
198	MSA Mason Street Advisors Milwaukee, Wisconsin	$40M	-$2.91M	10	0.31%	Reduced
199	Canada Life Winnipeg, Manitoba, Canada	$39.5M	+$4.26M	9	0.13%	Increased
200	Raymond James & Associates St Petersburg, Florida	$39.5M	+$917K	5	0.23%	Increased