← 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
4751	PC Purewater Capital Fort Worth, Texas	$200K	+$140K	1	0.14%	New
4752	DCM Disciplina Capital Management Nashville, Tennessee	$197K	+$461	1	0.02%	Increased
4753	NAMP NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$193K	+$174K	2	0.04%	New
4754	RWM RMG Wealth Management Platteville, Wisconsin	$190K	-$33.4K	4	0.02%	Reduced
4755	LHEI Leo H. Evart Inc Redwood City, California	$188K	+$596	2	0.15%	Increased
4756	SFC Swisher Financial Concepts Westerville, Ohio	$187K	+$119K	1	0.12%	New
4757	APW Allied Private Wealth Boca Raton, Florida	$186K	+$167K	6	0.12%	New
4758	SA Strategic Advocates Logan, Utah	$185K	+$70K	3	0.72%	Increased
4759	MAS MPWM Advisory Solutions Alpharetta, Georgia	$181K	-$22.8K	4	0.08%	Reduced
4760	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$181K	+$69.2K	11	0.02%	Increased
4761	FLP Financial Life Planners Tempe, Arizona	$181K	$0	2	0.12%	Maintained
4762	CBT Crews Bank & Trust Wauchula, Florida	$180K	+$8.37K	4	0.02%	Increased
4763	BDL Banque de Luxembourg Luxembourg	$179K	+$120K	2	0.08%	New
4764	FA Financial Avengers Oakland, California	$178K	$0	2	0.07%	Maintained
4765	ABWM Alpine Bank Wealth Management Grand Junction, Colorado	$177K	+$115K	2	0.02%	New
4766	MS Monetary Solutions Dayton, Ohio	$177K	+$4.78K	2	0.15%	Increased
4767	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$174K	+$35K	2	0.02%	Increased
4768	FF Finley Financial Las Vegas, Nevada	$173K	$0	1	0.07%	Maintained
4769	GCM Gunpowder Capital Management Towson, Maryland	$173K	+$121K	1	0.12%	New
4770	CGA Compound Global Advisors Mercer Island, Washington	$172K	+$33.7K	3	4.24%	Increased
4771	POIA Pin Oak Investment Advisors Houston, Texas	$171K	-$14.6K	5	0.12%	Reduced
4772	Carmignac Gestion Paris, France	$168K	-$13.1M	1	0%	Reduced
4773	BC Barrett & Company Providence, Rhode Island	$167K	$0	2	0.05%	Maintained
4774	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$167K	$0	1	0.08%	Maintained
4775	AI Atomic Invest New York	$166K	-$29.3K	3	0.01%	Reduced