← 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	SFP Santa Fe Partners Santa Fe, New Mexico	$748K	-$2.86M	1	0.11%	Reduced
802	GMCM Gruber & McBaine Capital Management San Francisco, California	$747K	-$61.6K	2	0.2%	Reduced
803	Mariner Overland Park, Kansas	$746K	+$122K	1	0.08%	Increased
804	CCM CrestPoint Capital Management Four Seasons, Missouri	$744K	+$2.04K	1	0.43%	Increased
805	SCM Stevens Capital Management Radnor, Pennsylvania	$744K	-$3.28M	2	0.02%	Reduced
806	Jacobs Levy Equity Management Florham Park, New Jersey	$743K	-$2.71K	2	0.01%	Reduced
807	Private Advisor Group Morristown, New Jersey	$738K	+$439K	2	0.06%	Increased
808	Tudor Investment Corp Stamford, Connecticut	$730K	-$727K	2	0.03%	Reduced
809	CYG Clean Yield Group Norwich, Vermont	$723K	-$370K	2	0.36%	Reduced
810	TIAA CREF Trust St Louis, Missouri	$716K	+$267K	1	0.01%	Increased
811	IFS Ifrah Financial Services Little Rock, Arkansas	$715K	-$11K	1	0.27%	Reduced
812	LVM Capital Management Portage, Michigan	$713K	$0	1	0.23%	Maintained
813	Legacy Private Trust Neenah, Wisconsin	$707K	+$639K	1	0.11%	New
814	LMAM Legg Mason Asset Management Tokyo, Japan	$703K	-$53.8K	1	0.44%	Reduced
815	NCA NCM Capital Advisers Durham, North Carolina	$699K	-$38.8K	1	1.04%	Reduced
816	ALPS Advisors Denver, Colorado	$694K	+$16K	1	0.01%	Increased
817	Segall Bryant & Hamill Chicago, Illinois	$685K	-$84.4K	1	0.02%	Reduced
818	Lowe Brockenbrough & Co Richmond, Virginia	$681K	-$30.6K	1	0.11%	Reduced
819	Evercore Wealth Management New York	$673K	+$177K	4	0.03%	Increased
820	United Bank (Virginia) Vienna, Virginia	$671K	+$28.7K	1	5.59%	Increased
821	Anderson Hoagland & Co St Louis, Missouri	$670K	$0	1	0.43%	Maintained
822	Sentinel Trust Houston, Texas	$666K	-$21.2K	1	0.17%	Reduced
823	KFP Keystone Financial Planning Cleveland, Ohio	$664K	-$19.1K	1	0.5%	Reduced
824	Wedbush Securities Los Angeles, California	$657K	+$4.35K	2	0.1%	Increased
825	Envestnet Asset Management Chicago, Illinois	$648K	-$892K	7	0.01%	Reduced