← 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	BNP Paribas Financial Markets Paris, France	$70.4M	+$28.4M	13	0.19%	Increased
177	TAM Tyers Asset Management Austin, Texas	$69.4M	+$3.05M	8	2.63%	Increased
178	OAM Origin Asset Management London, United Kingdom	$69.3M	-$1.74M	4	4.31%	Reduced
179	RC RGM Capital Naples, Florida	$68.9M	-$16.6M	1	7.21%	Reduced
180	Eventide Asset Management Boston, Massachusetts	$68.6M	-$235K	2	4.54%	Reduced
181	Brandywine Global Investment Management Philadelphia, Pennsylvania	$68.1M	-$17.6M	4	0.43%	Reduced
182	Massachusetts Financial Services Boston, Massachusetts	$67.8M	+$37.1M	2	0.03%	Increased
183	Hood River Capital Management Palm Beach Gardens, Florida	$67.7M	+$31.6M	6	5.08%	Increased
184	Hermes Investment Management London Uk, United Kingdom	$67M	+$16.9M	1	1.08%	Increased
185	Nuveen Charlotte, North Carolina	$65.6M	-$5.12M	5	0.39%	Reduced
186	British Columbia Investment Management Victoria, British Columbia, Canada	$65.6M	+$17.9M	3	0.52%	Increased
187	GC GMT Capital Atlanta, Georgia	$65.4M	-$15.3M	1	1.38%	Reduced
188	LCS Levin Capital Strategies New York	$65M	-$18.7M	1	1.16%	Reduced
189	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$64.3M	-$3.83M	3	0.43%	Reduced
190	Wedge Capital Management Charlotte, North Carolina	$63.6M	+$10.8M	2	0.61%	Increased
191	Comerica Bank Dallas, Texas	$63.3M	+$1.72M	11	0.48%	Increased
192	Winton Group London, United Kingdom	$63.2M	+$15M	3	1.72%	Increased
193	AWM Ashmore Wealth Management Wilmington, Delaware	$62M	-$30.3K	1	3.34%	Reduced
194	Schroder Investment Management Group London, United Kingdom	$60.6M	-$16M	4	0.11%	Reduced
195	SM Senvest Management New York	$60M	+$908K	3	4.3%	Increased
196	Loomis, Sayles & Company Boston, Massachusetts	$59.2M	-$15M	7	0.15%	Reduced
197	Dana Investment Advisors Waukesha, Wisconsin	$57.9M	-$7.63M	5	2.7%	Reduced
198	NA Neuburgh Advisers Los Angeles, California	$57.9M	+$747K	6	2.29%	Increased
199	SC Shellback Capital Boston, Massachusetts	$57.4M	-$11.5M	1	5.16%	Reduced
200	NPIC Neumeier Poma Investment Counsel Carmel, California	$57.1M	+$6.14M	2	6.82%	Increased