← 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
201	Westfield Capital Management Boston, Massachusetts	$26.4M	+$26.9M	1	0.18%	New
202	Susquehanna International Group Bala Cynwyd, Pennsylvania	$26.3M	+$26.6M	10	0.02%	New
203	Chevy Chase Trust Bethesda, Maryland	$26.3M	+$25.9M	3	0.23%	New
204	Two Sigma Investments New York	$26.1M	+$25.6M	8	0.18%	New
205	Kennedy Capital Management St Louis, Missouri	$26.1M	+$25.7M	6	0.53%	New
206	Needham Investment Management New York	$26M	+$23.8M	4	6.08%	New
207	Sit Investment Associates Minneapolis, Minnesota	$26M	+$25.7M	3	0.53%	New
208	TPSF Texas Permanent School Fund Austin, Texas	$25.9M	+$25.7M	10	0.27%	New
209	Gateway Investment Advisers Cincinnati, Ohio	$25.8M	+$25.1M	4	0.22%	New
210	CC Carlson Capital Dallas, Texas	$25.6M	+$26.1M	1	0.31%	New
211	PP PDT Partners New York	$25.6M	+$25.6M	6	0.63%	New
212	OI Oakbrook Investments Lisle, Illinois	$25.5M	+$24.8M	2	0.74%	New
213	Bridgewater Associates Westport, Connecticut	$25.2M	+$24.9M	3	0.22%	New
214	STRS Ohio Columbus, Ohio	$24.7M	+$24.1M	10	0.11%	New
215	SAC Capital Advisors Stamford, Connecticut	$24.6M	+$23.8M	8	0.14%	New
216	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$23.9M	+$23.7M	3	0.14%	New
217	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$23.9M	+$23.3M	3	0.18%	New
218	Teacher Retirement System of Texas Austin, Texas	$23.8M	+$23.2M	10	0.22%	New
219	SCM Sandler Capital Management New York	$23.7M	+$22.9M	2	0.89%	New
220	First Pacific Advisors El Segundo, California	$23.6M	+$25.1M	1	0.25%	New
221	WEC White Elm Capital Greenwich, Connecticut	$23.6M	+$22.6M	1	2.93%	New
222	Calamos Advisors Naperville, Illinois	$23.5M	+$22.9M	2	0.15%	New
223	ICOM Investment Counselors of Maryland Baltimore, Maryland	$23.4M	+$22.1M	2	1.04%	New
224	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$23.4M	+$23.5M	9	0.18%	New
225	Raymond James & Associates St Petersburg, Florida	$23M	+$22.7M	6	0.22%	New