← 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
751	Commerce Bank Kansas City, Missouri	$1.21M	-$16.3K	2	0.02%	Reduced
752	Cetera Advisor Networks El Segundo, California	$1.2M	-$80.6K	1	0.07%	Reduced
753	BO Bank OZK Little Rock, Arkansas	$1.2M	+$51K	1	0.43%	Increased
754	Rothschild Investment LLC Chicago, Illinois	$1.19M	-$156K	1	0.15%	Reduced
755	CIM CenturyLink Investment Management Denver, Colorado	$1.19M	$0	1	0.42%	Maintained
756	J.P. Marvel Investment Advisors Boston, Massachusetts	$1.18M	+$1.02M	2	0.41%	Increased
757	Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$1.18M	-$6.28M	2	0.16%	Reduced
758	Curi RMB Capital Chicago, Illinois	$1.18M	-$504K	1	0.06%	Reduced
759	MM Midas Management New York	$1.18M	$0	1	0.67%	Maintained
760	MN Services Vermogensbeheer The Hague, Netherlands	$1.18M	-$24.2K	3	0.27%	Reduced
761	TP Truvvo Partners New York	$1.17M	-$167K	1	0.6%	Reduced
762	Central Trust Company Jefferson City, Missouri	$1.16M	+$310K	4	0.09%	Increased
763	Wealthfront Palo Alto, California	$1.16M	+$215K	3	0.03%	Increased
764	Appleton Partners Boston, Massachusetts	$1.15M	+$14.6K	1	0.24%	Increased
765	LIM Lorem Ipsum Management New York	$1.15M	+$1.15M	1	2.47%	New
766	MassMutual Private Wealth & Trust Windsor, Connecticut	$1.13M	+$680K	3	0.14%	Increased
767	ANI American National Insurance Galveston, Texas	$1.12M	$0	2	0.07%	Maintained
768	Ingalls & Snyder LLC New York	$1.12M	-$167K	1	0.07%	Reduced
769	E. Ohman J:or Asset Management Stockholm, Sweden	$1.11M	+$129K	3	0.19%	Increased
770	Horizon Kinetics New York	$1.11M	$0	1	0.03%	Maintained
771	AIM Alambic Investment Management Belvedere, California	$1.1M	-$786K	2	0.27%	Reduced
772	GCA Gideon Capital Advisors New York	$1.09M	+$833K	1	0.63%	Increased
773	AssetMark Inc Concord, California	$1.08M	+$621K	5	0.02%	Increased
774	AC Argentiere Capital Zug, Switzerland	$1.08M	$0	1	0.84%	Maintained
775	HIH HRS Investment Holdings New York	$1.08M	-$165K	1	1.03%	Reduced