← 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	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$928K	-$7.72K	1	0.48%	Reduced
802	CTA Chesley Taft & Associates Chicago, Illinois	$921K	+$14.3K	1	0.09%	Increased
803	1GA 1st Global Advisors Dallas, Texas	$918K	-$1.38M	1	0.13%	Reduced
804	SW SVB Wealth Boston, Massachusetts	$900K	-$10.3K	1	0.04%	Reduced
805	William Blair & Company Chicago, Illinois	$896K	+$15.8K	1	0.01%	Increased
806	Stephens Investment Management Group Houston, Texas	$894K	-$108K	2	0.03%	Reduced
807	MIP Marietta Investment Partners Milwaukee, Wisconsin	$893K	+$6.81K	2	0.32%	Increased
808	AMG National Trust Bank Greenwood Village, Colorado	$889K	-$2.85K	1	0.08%	Reduced
809	PCM Piermont Capital Management St. Louis, Missouri	$889K	+$1.04M	1	0.23%	New
810	GIPM G2 Investment Partners Management New York	$873K	+$876K	1	0.4%	New
811	First National Trust Hermitage, Pennsylvania	$868K	-$95.2K	1	0.13%	Reduced
812	Hancock Whitney Gulfport, Mississippi	$864K	+$617K	1	0.04%	Increased
813	Avalon Investment & Advisory Houston, Texas	$858K	+$161K	1	0.03%	Increased
814	FWSM First Wilshire Securities Management Pasadena, California	$858K	+$46.6K	1	0.28%	Increased
815	Anchor Capital Advisors Boston, Massachusetts	$833K	-$1.71K	2	0.02%	Reduced
816	IFP Advisors Tampa, Florida	$824K	+$541K	10	0.05%	Increased
817	MCM Matterhorn Capital Management San Antonio, Texas	$820K	-$763K	1	0.52%	Reduced
818	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$819K	$0	2	0.21%	Maintained
819	AP Advisor Partners Walnut Creek, California	$818K	+$16K	3	0.29%	Increased
820	First National Bank of Omaha Omaha, Nebraska	$817K	$0	1	0.06%	Maintained
821	PTC Private Trust Company Cleveland, Ohio	$816K	-$55.7K	2	0.21%	Reduced
822	TC TradeLink Capital Chicago, Illinois	$800K	-$9.11K	3	3.8%	Reduced
823	Koshinski Asset Management Decatur, Illinois	$797K	+$761K	1	0.43%	New
824	CIM CIM Investment Management Pittsburgh, Pennsylvania	$794K	-$305K	1	0.33%	Reduced
825	Nikko Asset Management Americas New York	$793K	+$265K	1	0.08%	Increased