← 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
4826	TBFA Three Bearings Fiduciary Advisors Hampton, New Hampshire	$78.7K	$0	4	0.07%	Maintained
4827	HPWM High Point Wealth Management Chester, New Jersey	$77.7K	+$62.1K	1	0.06%	New
4828	TCM Timbuktu Capital Management Boston, Massachusetts	$76.9K	+$53.7K	1	0.12%	New
4829	HIA HFM Investment Advisors Glassboro, New Jersey	$76.6K	+$25.6K	9	0.03%	Increased
4830	HIA Highland Investment Advisors Ponte Vedra, Florida	$74.3K	+$52.7K	4	0.03%	New
4831	CC Corsicana & Co Corsicana, Texas	$73K	$0	2	0.04%	Maintained
4832	CFG CKW Financial Group Honolulu, Hawaii	$70K	+$3.95K	2	0.01%	Increased
4833	GCM Glynn Capital Management Menlo Park, California	$69.5K	+$4.25K	2	0.02%	Increased
4834	MSWA Marshall & Sterling Wealth Advisors Poughkeepsie, New York	$68.9K	-$4.66K	2	0.04%	Reduced
4835	RCM Richardson Capital Management Menomonee Falls, Wisconsin	$67.4K	-$3.76K	2	0.03%	Reduced
4836	GF GGM Financials Columbus, Ohio	$65.7K	+$304	1	0.02%	Increased
4837	PMIM Prudent Man Investment Management Louisville, Colorado	$64.2K	$0	1	0.02%	Maintained
4838	CWM Copia Wealth Management Bend, Oregon	$60.6K	+$5.17K	4	0.04%	Increased
4839	OA Operose Advisors Milwaukee, Wisconsin	$55.7K	-$87.2K	1	0.01%	Reduced
4840	GK Graney & King Latham, New York	$54.3K	$0	1	0.02%	Maintained
4841	BF Brooklyn FI New York	$53.9K	+$48.8K	2	0.01%	New
4842	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$53.9K	-$21.3M	6	0.01%	Reduced
4843	KFP Kroeger Financial Partners Grass Valley, California	$51.7K	+$41.4K	1	0.05%	New
4844	NWS Nvest Wealth Strategies Powell, Ohio	$47.4K	+$1.21K	4	0.03%	Increased
4845	CCMR Core Capital Management & Research Houston, Texas	$46.5K	+$45.5K	1	0.02%	New
4846	NL NorthAvenue LLC Columbus, Ohio	$44.4K	+$5.08K	1	0.03%	Increased
4847	AFA Alpha Financial Advisors Charlotte, North Carolina	$43.4K	+$27.7K	1	0.01%	New
4848	EAM Eukles Asset Management Cincinnati, Ohio	$43.3K	$0	1	0.02%	Maintained
4849	HWM HighMark Wealth Management St. Paul, Minnesota	$42.9K	+$9.55K	2	0.01%	Increased
4850	PS PayPay Securities Tokyo, Japan	$42.3K	+$6.03K	4	1.03%	Increased