← 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
4801	DF Downshift Financial Boulder, Colorado	$112K	+$80.9K	5	0.05%	New
4802	KB Kimelman & Baird New York	$109K	$0	1	0.01%	Maintained
4803	RF Robinswood Financial Kirkland, Washington	$109K	$0	2	0.03%	Maintained
4804	WFA West Financial Advisors Des Moines, Iowa	$108K	$0	1	0.02%	Maintained
4805	LFA LGT Financial Advisors Dallas, Texas	$107K	$0	2	0.57%	Maintained
4806	PP PFS Partners Mine Hill, New Jersey	$103K	-$596	3	0.04%	Reduced
4807	AW Ankerstar Wealth Leander, Texas	$103K	-$3.36K	8	0.09%	Reduced
4808	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$102K	$0	1	0.09%	Maintained
4809	PS Planning Strategies Lancaster, Pennsylvania	$101K	+$67.3K	4	0.06%	New
4810	1GI 180 GPS Investments St Peter Port,	$99.5K	+$79.6K	1	0.07%	New
4811	JFG JDM Financial Group Austin, Texas	$98.7K	+$48K	2	0.03%	Increased
4812	TCM TD Capital Management Memphis, Tennessee	$96.7K	-$28.7K	6	0.01%	Reduced
4813	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$93.2K	-$14.4K	3	0.05%	Reduced
4814	UIA Ulland Investment Advisors Minneapolis, Minnesota	$93K	$0	2	0.07%	Maintained
4815	OAG Oakmont Advisory Group Albuquerque, New Mexico	$91.3K	+$61.2K	2	0.08%	New
4816	MCA McGuire Capital Advisors Bethany, Oklahoma	$90.1K	+$23.9K	3	0.05%	Increased
4817	TIM Thompson Investment Management Madison, Wisconsin	$89.5K	$0	1	0.01%	Maintained
4818	HIC Hamrick Investment Counsel Seattle, Washington	$86.7K	-$82.3K	1	0.06%	Reduced
4819	JAM JCIC Asset Management Toronto, Ontario, Canada	$85.9K	$0	1	0.03%	Maintained
4820	FW Fairway Wealth Independence, Ohio	$84.8K	+$15.9K	3	0.02%	Increased
4821	LAS Lloyd Advisory Services Suwanee, Georgia	$84.8K	-$1.83M	3	0.03%	Reduced
4822	SA SRH Advisors Salina, Kansas	$83.6K	$0	1	0.02%	Maintained
4823	CAM Chesapeake Asset Management New York	$83.1K	+$9.55K	2	0.06%	Increased
4824	TF Tompkins Financial Ithaca, New York	$81.5K	+$32.1K	3	0.01%	Increased
4825	PAM Parvin Asset Management Sioux Falls, South Dakota	$79.6K	$0	1	0.06%	Maintained