← 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
576	SAM Strategy Asset Managers Pasadena, California	$3.01M	+$2.72M	1	0.64%	New
577	CCG Cypress Capital Group Palm Beach, Florida	$2.98M	-$2.07M	1	0.7%	Reduced
578	SGAM Smith Group Asset Management Dallas, Texas	$2.94M	-$146K	1	0.11%	Reduced
579	CFA Carroll Financial Associates Charlotte, North Carolina	$2.93M	+$55.3K	3	0.82%	Increased
580	PIP Perennial Investment Partners Sydney, Australia	$2.92M	+$329K	1	1.33%	Increased
581	ARTA A.R.T. Advisors New York	$2.92M	-$5.21M	6	0.15%	Reduced
582	TCOV Trust Company of Vermont Brattleboro, Vermont	$2.92M	-$139K	2	0.45%	Reduced
583	AA AlphaMark Advisors Ft. Wright, Kentucky	$2.91M	-$14.5K	1	1.73%	Reduced
584	PineBridge Investments New York	$2.91M	-$691K	8	0.12%	Reduced
585	abrdn Investment Management Edinburgh, United Kingdom	$2.9M	+$347K	3	0.01%	Increased
586	PCM Palouse Capital Management Spokane, Washington	$2.87M	-$66.6K	1	1.06%	Reduced
587	BCM Bourgeon Capital Management Darien, Connecticut	$2.85M	-$830K	1	1.56%	Reduced
588	MCM Matterhorn Capital Management San Antonio, Texas	$2.84M	+$88.2K	1	1.26%	Increased
589	Kornitzer Capital Management Shawnee Mission, Kansas	$2.82M	-$253K	1	0.03%	Reduced
590	CAM Carret Asset Management New York	$2.81M	-$302K	2	0.54%	Reduced
591	GA Geneva Advisors Chicago, Illinois	$2.81M	+$42.1K	1	0.05%	Increased
592	WCA Westover Capital Advisors Wilmington, Delaware	$2.81M	-$1.03M	1	2.37%	Reduced
593	QIM Quantitative Investment Management Charlottesville, Virginia	$2.8M	-$4.49M	3	0.5%	Reduced
594	Truist Financial Charlotte, North Carolina	$2.8M	-$246K	3	0.08%	Reduced
595	CC Clearline Capital New York	$2.8M	+$2.75M	1	0.45%	New
596	Barings Charlotte, North Carolina	$2.78M	-$2.05M	4	0.08%	Reduced
597	RS Investment Management San Francisco, California	$2.77M	+$658K	1	0.02%	Increased
598	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$2.77M	+$102K	1	0.87%	Increased
599	ECAM East Coast Asset Management Essex, Massachusetts	$2.77M	+$42.7K	1	1.52%	Increased
600	Creative Planning Overland Park, Kansas	$2.76M	+$1.05M	13	0.04%	Increased