← 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	Comerica Bank Dallas, Texas	$31.4M	-$3.63M	12	0.24%	Reduced
202	AWMDMG Austin W. Marxe & David M. Greenhouse New York	$30.6M	+$3.53M	2	3.28%	Increased
203	Needham Investment Management New York	$30.6M	+$2.75M	4	6.32%	Increased
204	Gateway Investment Advisers Cincinnati, Ohio	$30.5M	-$114K	3	0.24%	Reduced
205	CAM ClariVest Asset Management San Diego, California	$30.2M	+$6.89M	5	1.27%	Increased
206	ACI AMP Capital Investors Sydney, Australia	$29.6M	+$5.34M	4	0.21%	Increased
207	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$29.4M	-$1.46M	2	0.37%	Reduced
208	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$29.3M	+$18.4M	9	0.34%	Increased
209	GE General Electric Evendale, Ohio	$28.8M	-$3.36M	1	0.14%	Reduced
210	Massachusetts Financial Services Boston, Massachusetts	$27.9M	-$49.7M	5	0.02%	Reduced
211	Federated Hermes Pittsburgh, Pennsylvania	$27.6M	+$5.08M	7	0.1%	Increased
212	Natixis Advisors Boston, Massachusetts	$27.4M	+$980K	5	0.45%	Increased
213	AIG American International Group New York	$27M	+$139K	15	0.13%	Increased
214	GAI General American Investors New York	$26.9M	$0	1	2.18%	Maintained
215	PIA Piedmont Investment Advisors Durham, North Carolina	$26.9M	+$25.9M	1	1.44%	Increased
216	Canada Life Winnipeg, Manitoba, Canada	$26.8M	+$1.44M	9	0.1%	Increased
217	TPSF Texas Permanent School Fund Austin, Texas	$26.5M	-$1.37M	9	0.26%	Reduced
218	Donald Smith & Co New York	$26.5M	+$5.96K	1	0.53%	Increased
219	Natixis Paris, France	$26.5M	+$7.21M	4	0.23%	Increased
220	OI Oakbrook Investments Lisle, Illinois	$26.5M	+$991K	3	0.73%	Increased
221	TI Turner Investments Berwyn, Pennsylvania	$25.9M	-$2.97M	5	0.46%	Reduced
222	ICM Ionic Capital Management New York	$25.9M	+$8.12M	2	0.74%	Increased
223	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$25.9M	-$3.6M	3	0.08%	Reduced
224	Silvercrest Asset Management New York	$25.3M	+$7.7M	2	0.42%	Increased
225	SG Swarthmore Group Philadelphia, Pennsylvania	$25.3M	+$24.4M	1	2.94%	New