← 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
826	GJIC Gamble Jones Investment Counsel Pasadena, California	$307K	+$299K	1	0.04%	New
827	Mariner Overland Park, Kansas	$306K	+$312K	1	0.06%	New
828	AM Anthion Management New York	$303K	+$242K	1	0.11%	New
829	NIM Northeast Investment Management Boston, Massachusetts	$303K	+$290K	1	0.04%	New
830	MAA Mraz Amerine & Associates Modesto, California	$295K	+$287K	1	0.15%	New
831	Whittier Trust South Pasadena, California	$294K	+$290K	5	0.02%	New
832	SPM Symmetry Peak Management Radnor, Pennsylvania	$289K	+$235K	1	0.06%	New
833	Parallax Volatility Advisers San Francisco, California	$286K	+$280K	2	0%	New
834	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$282K	+$275K	1	0.04%	New
835	GIS Guardian Investor Services New York	$278K	+$275K	3	0.24%	New
836	COI Connable Office Inc Kalamazoo, Michigan	$274K	+$277K	1	0.08%	New
837	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$272K	+$293K	1	0.14%	New
838	GC Globeflex Capital San Diego, California	$271K	+$280K	2	0.04%	New
839	TBC Tweedy, Browne Co Stamford, Connecticut	$271K	+$291K	1	0.01%	New
840	LWM Lyons Wealth Management Winter Park, Florida	$270K	+$265K	1	0.27%	New
841	AAM Azzad Asset Management Falls Church, Virginia	$269K	+$297K	1	0.23%	New
842	ECM Endex Capital Management Overland Park, Kansas	$268K	+$261K	2	0.29%	New
843	IRS Invictus RG (Singapore) Singapore	$268K	+$272K	3	0.3%	New
844	Freestone Capital Holdings Seattle, Washington	$267K	+$287K	1	0.05%	New
845	LIM Leavell Investment Management Mobile, Alabama	$266K	+$271K	1	0.05%	New
846	Churchill Management Los Angeles, California	$265K	+$257K	1	0.01%	New
847	DIP DT Investment Partners Chadds Ford, Pennsylvania	$263K	+$256K	1	0.12%	New
848	WRM Westport Resources Management Westport, Connecticut	$263K	+$258K	3	0.09%	New
849	CIA CCM Investment Advisers Columbia, South Carolina	$260K	+$256K	1	0.03%	New
850	CPA Cowen Prime Advisors New York	$254K	+$246K	2	0.11%	New