← 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	Asset Management One Tokyo, Japan	$56.6M	+$10.2M	3	0.28%	Increased
177	ACI AMP Capital Investors Sydney, Australia	$56.5M	+$2.62M	3	0.31%	Increased
178	STRS Ohio Columbus, Ohio	$56.4M	+$2.55M	8	0.25%	Increased
179	CI Investments Inc Toronto, Ontario, Canada	$55.9M	-$52.1M	2	0.31%	Reduced
180	RG Renaissance Group Covington, Kentucky	$55.3M	-$2.88M	2	2.24%	Reduced
181	Prudential plc London, England, United Kingdom	$55.3M	-$21.2M	4	0.17%	Reduced
182	CC Carlson Capital Dallas, Texas	$54.8M	+$1.93M	2	0.83%	Increased
183	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$54.4M	-$9.09M	5	0.12%	Reduced
184	FCM Flinton Capital Management Philadelphia, Pennsylvania	$53.4M	-$3.99M	8	1.68%	Reduced
185	BNP Paribas Asset Management Paris, France	$52.7M	-$22.6M	5	0.43%	Reduced
186	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$51.9M	-$2.45M	8	0.28%	Reduced
187	Retirement Systems of Alabama Montgomery, Alabama	$51.5M	-$636K	5	0.24%	Reduced
188	Peregrine Capital Management Minneapolis, Minnesota	$50.1M	-$4.44M	3	1.24%	Reduced
189	Treasurer of the State of North Carolina Raleigh, North Carolina	$49.6M	+$761K	5	0.3%	Increased
190	PIM Paradice Investment Management Denver, Colorado	$49.3M	+$4.93M	2	3.74%	Increased
191	Oregon Public Employees Retirement Fund Tigard, Oregon	$49.2M	+$9.13M	13	0.67%	Increased
192	Foresters Investment Management New York	$48.4M	-$9.54M	5	0.87%	Reduced
193	CS Central Securities New York	$47.7M	$0	1	7.28%	Maintained
194	Wedge Capital Management Charlotte, North Carolina	$47.4M	+$6.93M	2	0.54%	Increased
195	ICOM Investment Counselors of Maryland Baltimore, Maryland	$46.4M	-$157K	3	2.16%	Reduced
196	TAM Tyers Asset Management Austin, Texas	$45.7M	-$5M	9	1.53%	Reduced
197	Fiduciary Management Inc Milwaukee, Wisconsin	$45.6M	-$199K	1	0.29%	Reduced
198	Miller Howard Investments Kingston, New York	$45.1M	-$3.59M	1	1.32%	Reduced
199	SFM Systematic Financial Management Teaneck, New Jersey	$44.9M	-$486K	8	1.74%	Reduced
200	DG Delek Group Herzliya, Israel	$44.4M	+$83.1K	3	1.72%	Increased