← 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	Marshall Wace London, United Kingdom	$43.5M	+$30.8M	3	0.57%	Increased
177	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$43.3M	+$46.2M	1	0.63%	New
178	Public Employees Retirement Association of Colorado Denver, Colorado	$42.8M	-$1.27M	8	0.35%	Reduced
179	Chevy Chase Trust Bethesda, Maryland	$42.6M	+$1.25M	3	0.26%	Increased
180	EA Euclid Advisors Hartford, Connecticut	$42.5M	+$44M	3	0.84%	New
181	CS Central Securities New York	$41.7M	$0	1	9.37%	Maintained
182	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$41.4M	+$31.7M	1	0.13%	Increased
183	ICM Ionic Capital Management New York	$41.1M	-$11.9M	1	1.91%	Reduced
184	Stifel Financial St. Louis, Missouri	$39.9M	+$21.3M	7	0.21%	Increased
185	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$39.5M	+$35.1M	3	0.59%	Increased
186	Baillie Gifford & Co Edinburgh, United Kingdom	$39.4M	+$4.16M	1	0.07%	Increased
187	Kayne Anderson Rudnick Investment Management Los Angeles, California	$38M	-$762K	1	0.59%	Reduced
188	Needham Investment Management New York	$37.7M	+$459K	5	8.17%	Increased
189	Canada Life Winnipeg, Manitoba, Canada	$37.4M	+$2.26M	10	0.13%	Increased
190	Jefferies Group New York	$37.3M	-$27M	9	0.19%	Reduced
191	LCM LionEye Capital Management New York	$36.5M	+$13.9M	1	1.42%	Increased
192	PP PDT Partners New York	$35.7M	+$22M	3	0.93%	Increased
193	US Bancorp Minneapolis, Minnesota	$35.2M	+$4.45M	13	0.14%	Increased
194	ING Group Amsterdam, Netherlands	$35.2M	+$13.2M	3	0.19%	Increased
195	Tocqueville Asset Management New York	$34.9M	-$1.29M	2	0.41%	Reduced
196	AMF Tjänstepension Stockholm, Sweden	$34.7M	-$4.17M	1	0.48%	Reduced
197	CAM ClariVest Asset Management San Diego, California	$33.4M	-$6.2M	4	1%	Reduced
198	DekaBank Deutsche Girozentrale Frankfurt, Germany	$33.2M	+$17.3M	3	0.39%	Increased
199	Donald Smith & Co New York	$32.6M	+$968K	1	0.72%	Increased
200	MLICM Metropolitan Life Insurance Company (MetLife) New York	$32.6M	+$1.02M	12	0.23%	Increased