← 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
Natixis
Natixis
France
$54.3M +$25.9M 2 0.63% Increased
177
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$53.5M -$1.48M 1 0.34% Reduced
178
ACI
AMP Capital Investors
Australia
$51.3M +$9.57M 7 0.31% Increased
179
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$50.9M +$38.2M 7 0.36% Increased
180
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$50.6M +$13.4M 3 2.47% Increased
181
AWM
Ashmore Wealth Management
Delaware
$50M -$47.6M 1 3.08% Reduced
182
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$49.5M +$20.7M 5 0.88% Increased
183
National Pension Service
National Pension Service
South Korea
$49.3M +$3.85M 3 0.39% Increased
184
Boston Partners
Boston Partners
Massachusetts
$49M +$7.72M 2 0.07% Increased
185
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$48.8M +$4.11M 4 2.34% Increased
186
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$48.1M -$6.88M 13 0.2% Reduced
187
Raymond James & Associates
Raymond James & Associates
Florida
$47.9M +$3.67M 9 0.13% Increased
188
Nuveen
Nuveen
North Carolina
$47.4M +$4.04M 4 0.28% Increased
189
Saturna Capital
Saturna Capital
Washington
$47.2M $0 2 1.54% Maintained
190
CS
Central Securities
New York
$47M -$2.59M 1 10.2% Reduced
191
Wedge Capital Management
Wedge Capital Management
North Carolina
$46.9M +$43.7M 2 0.47% Increased
192
Axa
Axa
France
$46.4M +$21.7M 5 0.2% Increased
193
CC
Crosslink Capital
California
$46.2M +$11.5M 4 8.32% Increased
194
US Bancorp
US Bancorp
Minnesota
$45.8M -$357K 10 0.17% Reduced
195
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$45.7M +$16.7M 5 0.34% Increased
196
GCM
Greywolf Capital Management
New York
$45.3M -$28.5M 1 9.47% Reduced
197
AAM
Alpine Associates Management
Florida
$45.3M -$60.3M 1 1.66% Reduced
198
Brandes Investment Partners
Brandes Investment Partners
California
$44.5M -$16M 1 0.67% Reduced
199
Westfield Capital Management
Westfield Capital Management
Massachusetts
$43.7M -$53.2M 1 0.35% Reduced
200
Polar Capital
Polar Capital
United Kingdom
$43.6M +$3.69M 2 0.75% Increased