← 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	NPIC Neumeier Poma Investment Counsel Carmel, California	$39.4M	+$2.85M	2	6.81%	Increased
177	Bessemer Group Woodbridge, New Jersey	$39.1M	-$33.8M	6	0.22%	Reduced
178	US Bancorp Minneapolis, Minnesota	$38.9M	-$882K	12	0.16%	Reduced
179	Empyrean Capital Partners Los Angeles, California	$38.8M	-$34.2M	1	1.43%	Reduced
180	SEI Investments Oaks, Pennsylvania	$38.7M	-$4.25M	10	0.24%	Reduced
181	Dana Investment Advisors Waukesha, Wisconsin	$36.9M	-$33.3M	1	1.79%	Reduced
182	Polar Capital London, United Kingdom	$36.8M	+$14.3M	2	0.67%	Increased
183	Bridgeway Capital Management Houston, Texas	$35.9M	+$30M	6	0.67%	Increased
184	AMF Tjänstepension Stockholm, Sweden	$35.4M	+$2.53M	1	0.5%	Increased
185	PSAMP P. Schoenfeld Asset Management (PSAM) New York	$35.2M	+$32.5M	1	2.16%	New
186	Advisors Asset Management Monument, Colorado	$34.6M	+$3.1M	6	0.55%	Increased
187	Hermes Investment Management London Uk, United Kingdom	$34.3M	+$1.78M	1	0.78%	Increased
188	KAM Keeley Asset Management Chicago, Illinois	$34.1M	-$378K	1	1.09%	Reduced
189	Dorsal Capital Management Redwood City, California	$33.8M	-$20.7M	1	2.94%	Reduced
190	CS Central Securities New York	$33.7M	-$4.94M	1	8.16%	Reduced
191	Nuveen Charlotte, North Carolina	$33.5M	-$12.8M	4	0.17%	Reduced
192	CAM ClariVest Asset Management San Diego, California	$33.5M	-$314K	3	0.95%	Reduced
193	First Pacific Advisors El Segundo, California	$33.5M	+$1.22M	1	0.3%	Increased
194	Mackenzie Financial Toronto Ontario, Ontario, Canada	$32.5M	-$11.5M	3	0.2%	Reduced
195	CCP Clough Capital Partners Boston, Massachusetts	$32.2M	+$13.1M	1	1.51%	Increased
196	Loomis, Sayles & Company Boston, Massachusetts	$32.2M	-$274K	3	0.09%	Reduced
197	Highbridge Capital Management New York	$32.2M	-$4.93M	5	0.49%	Reduced
198	RG Renaissance Group Covington, Kentucky	$31.6M	-$5.64K	1	1.24%	Reduced
199	ICOM Investment Counselors of Maryland Baltimore, Maryland	$31.6M	-$6.83M	2	1.82%	Reduced
200	Needham Investment Management New York	$31.5M	-$3.01M	4	7.84%	Reduced