← 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	CAM ClariVest Asset Management San Diego, California	$33.7M	+$2.53M	3	1.37%	Increased
202	AWMDMG Austin W. Marxe & David M. Greenhouse New York	$33.4M	-$4.87M	2	3.7%	Reduced
203	SG Swarthmore Group Philadelphia, Pennsylvania	$32.4M	+$6.64M	1	3.83%	Increased
204	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$32.2M	-$3.24M	9	0.21%	Reduced
205	Comerica Bank Dallas, Texas	$31.7M	-$1.6M	12	0.24%	Reduced
206	OA Oak Associates Akron, Ohio	$31.6M	-$5.88M	2	3.91%	Reduced
207	Needham Investment Management New York	$31.5M	-$1.03M	3	6.65%	Reduced
208	Canada Life Winnipeg, Manitoba, Canada	$31.2M	+$2.07M	10	0.11%	Increased
209	Polar Capital London, United Kingdom	$31.2M	-$6.49M	3	0.71%	Reduced
210	SAM Scopus Asset Management New York	$31.1M	+$15.4M	1	0.84%	Increased
211	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$31M	-$1.86M	9	0.37%	Reduced
212	ICOM Investment Counselors of Maryland Baltimore, Maryland	$30.8M	-$1.26M	2	1.3%	Reduced
213	Eaton Vance Management Boston, Massachusetts	$30.8M	+$1.72M	3	0.09%	Increased
214	Boston Trust Walden Boston, Massachusetts	$30.8M	-$885K	1	0.46%	Reduced
215	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$30.6M	+$29.6M	1	0.56%	New
216	ProShare Advisors Bethesda, Maryland	$30.6M	+$10.2M	12	0.38%	Increased
217	AIG American International Group New York	$30.4M	+$795K	14	0.14%	Increased
218	NPIC Neumeier Poma Investment Counsel Carmel, California	$30.4M	+$15.9M	2	6.9%	Increased
219	Natixis Advisors Boston, Massachusetts	$30.1M	+$840K	5	0.46%	Increased
220	SPC Silver Point Capital Greenwich, Connecticut	$29.4M	+$28.7M	1	2.55%	New
221	Silvercrest Asset Management New York	$29.2M	+$3.82M	2	0.46%	Increased
222	Natixis Paris, France	$28.6M	-$355K	2	0.37%	Reduced
223	OI Oakbrook Investments Lisle, Illinois	$28.3M	-$1.5M	3	0.89%	Reduced
224	BA Broadview Advisors Milwaukee, Wisconsin	$28.2M	+$283K	2	2.82%	Increased
225	PIA Piedmont Investment Advisors Durham, North Carolina	$28.1M	+$977K	1	1.54%	Increased