← 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
4651
RF
Roxbury Financial
New Jersey
$238K -$2.44K 2 0.19% Reduced
4652
OAJ
Ogorek Anthony Joseph
New York
$237K -$25.3K 4 0.06% Reduced
4653
CA
Carson Advisory
Georgia
$236K +$151K 1 0.11% New
4654
SC
Steph & Co
Wisconsin
$236K -$215K 2 0.06% Reduced
4655
AF
Align Financial
Minnesota
$236K $0 3 0.12% Maintained
4656
2L
25 LLC
Missouri
$236K +$155K 1 0.06% New
4657
WA
Waterford Advisors
New York
$235K +$1.91M 1 0.06% New
4658
MQWP
Morey & Quinn Wealth Partners
Nebraska
$235K +$188K 1 0.15% New
4659
KIA
Kraematon Investment Advisors
Massachusetts
$235K +$188K 1 0.17% New
4660
AHB
Abner Herrman & Brock
New Jersey
$234K +$164K 1 0.02% New
4661
BI
BFI Infinity
Switzerland
$234K +$164K 1 0.07% New
4662
BDA
Borer Denton & Associates
Pennsylvania
$234K +$164K 1 0.08% New
4663
DHC
Drum Hill Capital
Connecticut
$233K +$221K 1 0.24% New
4664
AWA
Adapt Wealth Advisors
Georgia
$233K -$209K 1 0.08% Reduced
4665
SFG
SageGuard Financial Group
Tennessee
$233K +$186K 1 0.03% New
4666
MCIA
Mountain Capital Investment Advisors
Colorado
$232K +$186K 1 0.03% New
4667
PWS
Proactive Wealth Strategies
Georgia
$231K +$185K 1 0.04% New
4668
WDA
Wendell David Associates
New Hampshire
$231K +$147K 1 0.02% New
4669
EIA
Eldridge Investment Advisors
New Hampshire
$231K +$147K 1 0.05% New
4670
EWM
Evergreen Wealth Management
Michigan
$229K +$183K 1 0.11% New
4671
HBS
Howard Bailey Securities
Indiana
$229K -$111K 1 0.09% Reduced
4672
EFMC
Empire Financial Management Company
New York
$229K +$183K 1 0.09% New
4673
WCM
Washburn Capital Management
Florida
$228K +$145K 1 0.11% New
4674
Old National Bancorp
Old National Bancorp
Indiana
$228K -$12.5M 1 0% Reduced
4675
NWMP
Noble Wealth Management PBC
Colorado
$228K -$382 7 0.1% Reduced