← 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
801	B Bensler Bellevue, Washington	$69.4M	+$272K	4	6.14%	Increased
802	BC Birchview Capital Burlington, Vermont	$69M	-$4.35M	2	32.28%	Reduced
803	ORI Oak Ridge Investments Chicago, Illinois	$68.9M	+$10.1M	3	3.9%	Increased
804	Capital Group Private Client Services Los Angeles, California	$68.8M	-$616K	3	0.97%	Reduced
805	DJSG D.J. St. Germain Springfield, Massachusetts	$68.7M	-$3.56M	5	2.47%	Reduced
806	Capula Management Grand Cayman, Cayman Islands	$68.6M	+$29.5M	4	0.25%	Increased
807	Freestone Grove Partners San Francisco, California	$68.5M	-$36.2M	7	0.44%	Reduced
808	VF Virtu Financial New York	$68M	+$39.6M	6	2.14%	Increased
809	BW Gestao de Investimentos Sao Paulo, Brazil	$68M	+$48.9M	6	1.35%	New
810	LSCM Light Street Capital Management Palo Alto, California	$68M	-$5.76M	2	7.53%	Reduced
811	Beacon Pointe Advisors Newport Beach, California	$67.8M	-$9.77M	6	0.31%	Reduced
812	Empirical Wealth Management Seattle, Washington	$67.6M	+$1.57M	8	0.99%	Increased
813	Braun Stacey Associates New York	$67.6M	-$1.49M	2	1.92%	Reduced
814	KIA Knollwood Investment Advisory Hunt Valley, Maryland	$67.5M	+$455K	5	6.01%	Increased
815	Independent Advisor Alliance Charlotte, North Carolina	$67.5M	-$341K	7	1.58%	Reduced
816	LI LMCG Investments Boston, Massachusetts	$67.4M	-$6.24M	5	3.61%	Reduced
817	NIM Northeast Investment Management Boston, Massachusetts	$67.4M	+$283K	1	2.49%	Increased
818	Destination Wealth Management Walnut Creek, California	$67M	-$1.03M	4	1.56%	Reduced
819	Weiss Asset Management Boston, Massachusetts	$66.7M	+$44.9M	7	0.7%	Increased
820	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$66.7M	-$14.7M	2	2.78%	Reduced
821	BGC Blue Grotto Capital Atlanta, Georgia	$66.5M	-$70.6M	1	5.55%	Reduced
822	Intermede Investment Partners London, United Kingdom	$66.5M	-$23.5M	1	2.8%	Reduced
823	ALMGDA AG2R La Mondiale Gestion d'Actifs Paris, France	$66.3M	+$3.43M	3	2.4%	Increased
824	NGM North Growth Management Vancouver, British Columbia, Canada	$65.8M	-$9.23M	1	8.43%	Reduced
825	Kinetic Partners Management Miami, Florida	$65.7M	-$35.1M	2	1.57%	Reduced