← 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	$52.8M	+$1.64M	2	0.88%	Increased
177	SG Americas Securities New York	$50.9M	-$5.77M	10	0.25%	Reduced
178	Jericho Capital Asset Management New York	$50.9M	+$46.1M	1	3.3%	New
179	Aperio Group Sausalito, California	$50.8M	+$12.2M	8	0.63%	Increased
180	Kayne Anderson Rudnick Investment Management Los Angeles, California	$49.9M	+$566K	1	0.83%	Increased
181	Tocqueville Asset Management New York	$48.8M	-$837K	3	0.52%	Reduced
182	OCMI Oaktop Capital Management II Chatham, New Jersey	$48.7M	$0	2	10.79%	Maintained
183	Chevy Chase Trust Bethesda, Maryland	$48.4M	+$1.32M	3	0.3%	Increased
184	Saturna Capital Bellingham, Washington	$48.2M	$0	2	1.26%	Maintained
185	Anchor Capital Advisors Boston, Massachusetts	$47.9M	-$1.82M	2	0.97%	Reduced
186	Credit Agricole Montrouge Cedex, France	$47.6M	-$11.1M	5	0.2%	Reduced
187	Nuveen Charlotte, North Carolina	$47.2M	-$4.91M	4	0.27%	Reduced
188	Brown Advisory Baltimore, Maryland	$47M	+$3.78M	2	0.15%	Increased
189	Fred Alger Management New York	$46.6M	-$58M	3	0.22%	Reduced
190	HA Heartland Advisors Milwaukee, Wisconsin	$46.2M	-$4.46M	1	0.91%	Reduced
191	Amundi Asset Management US Boston, Massachusetts	$45.7M	+$668K	3	0.17%	Increased
192	Baillie Gifford & Co Edinburgh, United Kingdom	$43.9M	+$11.7M	1	0.09%	Increased
193	LCM LG Capital Management Owings Mills, Maryland	$43.3M	-$6.19M	3	12.86%	Reduced
194	British Columbia Investment Management Victoria, British Columbia, Canada	$43.2M	-$2.01M	3	0.36%	Reduced
195	SG Swarthmore Group Philadelphia, Pennsylvania	$42.8M	+$8.49M	1	3.88%	Increased
196	First Eagle Investment Management New York	$42.7M	-$47.4M	1	0.1%	Reduced
197	Whale Rock Capital Management Boston, Massachusetts	$42.6M	-$2.62M	1	4.87%	Reduced
198	Jefferies Group New York	$42.6M	+$25.8M	5	0.25%	Increased
199	MSA Mason Street Advisors Milwaukee, Wisconsin	$41.9M	-$2.38M	10	0.29%	Reduced
200	Canada Life Winnipeg, Manitoba, Canada	$41.9M	+$864K	9	0.14%	Increased