← 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
776	JIR James Investment Research Alpha, Ohio	$1.07M	+$14.2K	1	0.03%	Increased
777	NPT Nixon Peabody Trust Boston, Massachusetts	$1.07M	-$138K	1	0.93%	Reduced
778	LCM Logan Capital Management Newtown Square, Pennsylvania	$1.06M	+$58.9K	2	0.09%	Increased
779	Bank of Nova Scotia Toronto, Ontario, Canada	$1.04M	+$55.8K	3	0.01%	Increased
780	CB Chemical Bank Detroit, Michigan	$1.03M	-$93.1K	2	0.14%	Reduced
781	QIM Quantitative Investment Management Charlottesville, Virginia	$1.03M	-$2.65M	2	0.05%	Reduced
782	AL Agran Libbie Santa Monica, California	$1.03M	$0	1	0.26%	Maintained
783	BAM Bruderman Asset Management Locust Valley, New York	$1.03M	-$3.32K	1	0.32%	Reduced
784	HWP Hefty Wealth Partners Auburn, Indiana	$1.02M	+$1M	2	0.85%	Increased
785	HCA Harbour Capital Advisors Tysons Corner, Virginia	$1.02M	-$862K	1	0.57%	Reduced
786	CCM CrestPoint Capital Management Four Seasons, Missouri	$1.01M	$0	1	0.54%	Maintained
787	First Allied Advisory Services San Diego, California	$1M	-$180K	1	0.06%	Reduced
788	PAM Princeton Alpha Management Princeton Junction, New Jersey	$997K	-$138K	2	0.18%	Reduced
789	CCA Checchi Capital Advisers Beverly Hills, California	$995K	-$9.07K	7	0.11%	Reduced
790	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$993K	-$7.21K	4	0.45%	Reduced
791	Wilmington Savings Fund Society Wilmington, Delaware	$991K	+$111K	3	0.06%	Increased
792	DILH Dai-ichi Life Holdings Tokyo, Japan	$989K	-$19.4K	3	0.03%	Reduced
793	KI Koch Industries Wichita, Kansas	$983K	+$822K	1	4.41%	New
794	WIS Wright Investors Service Shelton, Connecticut	$982K	-$425K	1	0.4%	Reduced
795	UMB Bank Kansas City, Missouri	$975K	-$66.6K	3	0.04%	Reduced
796	CIBC Private Wealth Group Atlanta, Georgia	$957K	+$53.6K	1	0.01%	Increased
797	Diversified Trust Memphis, Tennessee	$954K	+$878K	1	0.11%	New
798	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$945K	$0	1	0.47%	Maintained
799	WesBanco Bank Wheeling, West Virginia	$935K	-$40.2K	1	0.06%	Reduced
800	BCM Bayesian Capital Management Brooklyn, New York	$928K	+$168K	1	0.56%	Increased