← 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
501	MIU Man Investments (UK) London, United Kingdom	$4.8M	+$158K	4	0.37%	Increased
502	Sumitomo Life Insurance Tokyo, Japan	$4.78M	+$22.7K	2	0.46%	Increased
503	WF WealthTrust Fairport Cleveland, Ohio	$4.77M	+$387K	4	0.7%	Increased
504	FCM Firsthand Capital Management San Jose, California	$4.73M	$0	1	2.16%	Maintained
505	D.A. Davidson & Co Great Falls, Montana	$4.7M	-$64.5K	6	0.16%	Reduced
506	DAM Delta Asset Management Memphis, Tennessee	$4.69M	+$79.8K	5	0.96%	Increased
507	Peconic Partners New York	$4.69M	+$2.17M	1	0.53%	Increased
508	SI Standard Investments New York	$4.6M	+$359K	1	0.29%	Increased
509	TBAM True Bearing Asset Management San Francisco, California	$4.59M	+$1.6M	2	2.39%	Increased
510	BCM Brightfield Capital Management New York	$4.58M	-$332K	1	5.68%	Reduced
511	BE Bonness Enterprises Washington, District of Columbia	$4.54M	+$689K	3	4.12%	Increased
512	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$4.51M	+$4.07M	2	1.8%	New
513	SAM Securian Asset Management St Paul, Minnesota	$4.47M	-$2.37K	3	0.15%	Reduced
514	AL Airain Ltd St. Peter Port, Guernsey	$4.43M	+$3.47M	5	0.36%	Increased
515	HBWM Hollow Brook Wealth Management Katonah, New York	$4.42M	$0	1	1.5%	Maintained
516	EAM Eclectica Asset Management London, United Kingdom	$4.38M	+$993K	1	4.36%	Increased
517	Loomis, Sayles & Company Boston, Massachusetts	$4.35M	-$215K	3	0.01%	Reduced
518	Foresters Investment Management New York	$4.34M	+$24.5K	1	0.09%	Increased
519	Robeco Schweiz Zurich, Switzerland	$4.32M	-$1.83M	2	0.35%	Reduced
520	EI EAM Investors Solana Beach, California	$4.28M	-$3.16M	3	0.81%	Reduced
521	LBC Lawrence B. Cohen	$4.27M	-$298K	1	2.8%	Reduced
522	CCM Cohen Capital Management Corte Madera, California	$4.26M	$0	1	1.1%	Maintained
523	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$4.13M	-$228K	4	0.16%	Reduced
524	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$4.11M	-$35.7K	2	2.8%	Reduced
525	NC Northpointe Capital Bloomfield Hills, Michigan	$4.07M	-$2.04M	1	0.39%	Reduced