← 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	Loomis, Sayles & Company Boston, Massachusetts	$61.9M	-$6.49M	5	0.15%	Reduced
177	Chevy Chase Trust Bethesda, Maryland	$61.6M	-$3.43M	3	0.33%	Reduced
178	Polar Capital London, United Kingdom	$60.4M	+$12.5M	3	0.96%	Increased
179	AIM Assured Investment Management New York	$59.6M	-$137M	3	1.11%	Reduced
180	Nuveen Charlotte, North Carolina	$59.4M	+$5.51M	5	0.3%	Increased
181	OAM Origin Asset Management London, United Kingdom	$59M	+$32.8M	4	3.89%	Increased
182	KBC Group Brussels, Belgium	$58.7M	+$12.9M	10	0.58%	Increased
183	Artemis Investment Management Edinburgh, United Kingdom	$58.4M	+$41M	4	1.57%	Increased
184	Calamos Advisors Naperville, Illinois	$58.3M	-$34M	4	0.46%	Reduced
185	AEGON Asset Management (UK) Edinburgh, United Kingdom	$58M	+$38M	2	1.64%	Increased
186	Eventide Asset Management Boston, Massachusetts	$57.3M	-$16.5M	2	3.73%	Reduced
187	Aberdeen Asset Management Aberdeen, United Kingdom	$57.3M	+$21.1M	3	0.22%	Increased
188	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$56.5M	+$2.57M	3	0.39%	Increased
189	CS Central Securities New York	$56.5M	-$1.7M	1	11.26%	Reduced
190	VanEck Associates New York	$55.1M	-$14.6M	4	0.27%	Reduced
191	TAM Tyers Asset Management Austin, Texas	$54.9M	+$51.9M	8	2.31%	New
192	Dana Investment Advisors Waukesha, Wisconsin	$54.3M	-$606K	5	2.56%	Reduced
193	Capital Fund Management (CFM) Paris, France	$51.4M	+$40.3M	3	0.44%	Increased
194	AWM Ashmore Wealth Management Wilmington, Delaware	$51.4M	-$1.97M	1	3.03%	Reduced
195	SC Shellback Capital Boston, Massachusetts	$51M	+$23.2M	3	5.2%	Increased
196	Comerica Bank Dallas, Texas	$49.5M	+$4.61M	11	0.39%	Increased
197	Thompson Siegel & Walmsley Richmond, Virginia	$48.8M	+$6.35M	6	0.64%	Increased
198	DCM Daruma Capital Management New York	$48.4M	+$7.33M	1	2.76%	Increased
199	Saturna Capital Bellingham, Washington	$48.3M	$0	2	1.7%	Maintained
200	NA Neuburgh Advisers Los Angeles, California	$47.3M	+$44.8M	6	2.13%	New