← 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	Homrich & Berg Atlanta, Georgia	$391K	+$421K	1	0.07%	New
802	AP Advisor Partners Walnut Creek, California	$378K	+$364K	2	0.31%	New
803	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$377K	+$370K	1	0.05%	New
804	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$375K	+$372K	6	0.1%	New
805	SCIA Sanibel Captiva Investment Advisers Chicago, Illinois	$370K	+$360K	1	0.36%	New
806	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$366K	+$357K	2	0.09%	New
807	HPCM High Pointe Capital Management Chicago, Illinois	$366K	+$373K	1	0.16%	New
808	PFM Parsec Financial Management Asheville, North Carolina	$361K	+$352K	1	0.05%	New
809	AIP Advanced Investment Partners Safety Harbor, Florida	$357K	+$353K	1	0.63%	New
810	Brinker Capital Berwyn, Pennsylvania	$352K	+$338K	1	0.04%	New
811	FBT Founders Bank & Trust Grand Rapids, Michigan	$346K	+$337K	1	0.19%	New
812	CC ClearArc Capital Cincinnati, Ohio	$344K	+$335K	1	0.09%	New
813	AB Atlas Brown Louisville, Kentucky	$343K	+$334K	1	0.07%	New
814	ACM Avalon Capital Management Port Of Redwood City, California	$342K	+$367K	1	0.34%	New
815	ACM Alpha Capital Management Austin, Texas	$340K	+$333K	1	0.32%	New
816	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$339K	+$346K	1	0.1%	New
817	WCM Washington Capital Management Seattle, Washington	$339K	+$346K	1	0.09%	New
818	MSI Financial Services Springfield, Massachusetts	$338K	+$339K	8	0.07%	New
819	BOH Bank of Hawaii Honolulu, Hawaii	$337K	+$330K	1	0.04%	New
820	RCM Reynolds Capital Management Las Vegas, Nevada	$335K	+$328K	1	0.25%	New
821	CC Courier Capital Buffalo, New York	$333K	+$324K	1	0.08%	New
822	SSG Summit Securities Group New York	$330K	+$321K	1	0.16%	New
823	RHBC R.H. Bluestein & Co Birmingham, Michigan	$329K	+$353K	1	0.03%	New
824	GIA Gargoyle Investment Advisor Englewood, New Jersey	$318K	+$311K	1	0.16%	New
825	RU RobecoSam USA New York	$313K	+$322K	1	0.44%	New