← 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
4851	BIM Bullseye Investment Management Cincinnati, Ohio	$41.6K	$0	2	0.02%	Maintained
4852	RRMM Regatta Research & Money Management Metairie, Louisiana	$41.1K	+$28.8K	1	0.04%	New
4853	WestEnd Advisors Charlotte, North Carolina	$40.2K	+$13.9K	4	0%	Increased
4854	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$38.2K	+$14.1K	4	0.01%	Increased
4855	HFG Harborfront Financial Group Ludington, Michigan	$37.1K	+$24.4K	2	0.14%	New
4856	GAMA Graticule Asia Macro Advisors New York	$36.6K	+$22.6K	1	0%	New
4857	DF DecisionPoint Financial Mesa, Arizona	$35.6K	+$6.34K	11	0.01%	Increased
4858	1L 10Elms LLP Tulsa, Oklahoma	$32.5K	$0	1	0.01%	Maintained
4859	NWM Navigoe Wealth Management Redondo Beach, California	$31K	+$15.9K	9	0.02%	Increased
4860	SFAM Sawyer Falduto Asset Management Elmhurst, Illinois	$30.1K	$0	1	0.02%	Maintained
4861	IW Imprint Wealth Mount Pleasant, South Carolina	$26.8K	-$2.02K	3	0.11%	Reduced
4862	FG Fairman Group Chesterbrook, Pennsylvania	$26.8K	-$1.59K	3	0.02%	Reduced
4863	PSFG Park Square Financial Group Roswell, Georgia	$26.3K	-$8.19K	3	0.24%	Reduced
4864	KCM Key Capital Management Hendersonville, Tn 37075, Tennessee	$25.8K	-$461	3	0.01%	Reduced
4865	VWM Vermillion Wealth Management Rosemount, Minnesota	$25.7K	-$53.8K	3	0.01%	Reduced
4866	CIAS CBIZ Investment Advisory Services Independence, Ohio	$25.7K	-$5.36K	4	0%	Reduced
4867	BA Bard Associates Chicago, Illinois	$24.6K	+$18.8K	2	0.01%	New
4868	BIM Breakwater Investment Management Seattle, Washington	$23.3K	+$8.78K	9	0.01%	Increased
4869	DRP Decker Retirement Planning Levi, Utah	$21.8K	-$20.3M	2	0.01%	Reduced
4870	HC Hoese & Co Glencoe, Minnesota	$21.7K	$0	1	0.01%	Maintained
4871	RQS Ramsey Quantitative Systems Louisville, Kentucky	$21.6K	+$12K	1	0.02%	New
4872	ICCON Investment Counsel Company of Nevada Las Vegas, Nevada	$21.2K	+$14.6K	2	0.04%	New
4873	CBT CoreFirst Bank & Trust Topeka, Kansas	$21K	$0	1	0.01%	Maintained
4874	SA Seneschal Advisors Tacoma, Washington	$19.2K	$0	3	0.01%	Maintained
4875	NECFA New England Capital Financial Advisors Meriden, Connecticut	$17K	+$1.38K	1	0%	Increased