← 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	MTWSIF Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel	$789K	$0	1	0.07%	Maintained
827	WEC Winslow Evans & Crocker Boston, Massachusetts	$788K	+$81.2K	5	0.24%	Increased
828	KA KLCM Advisors Milwaukee, Wisconsin	$783K	+$748K	1	0.27%	New
829	6CM 683 Capital Management New York	$770K	-$1.64M	1	0.12%	Reduced
830	BOH Bank of Hawaii Honolulu, Hawaii	$764K	+$391K	2	0.08%	Increased
831	Private Advisor Group Morristown, New Jersey	$764K	+$355K	2	0.03%	Increased
832	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$762K	$0	1	0.16%	Maintained
833	RAM Redmond Asset Management Henrico, Virginia	$757K	$0	1	0.38%	Maintained
834	FMT First Mercantile Trust Cordova, Tennessee	$756K	-$61K	4	0.09%	Reduced
835	JFA JNBA Financial Advisors Bloomington, Minnesota	$756K	-$31K	1	0.21%	Reduced
836	WPC White Pine Capital Bloomington, Minnesota	$755K	$0	1	0.32%	Maintained
837	MSI Financial Services Springfield, Massachusetts	$746K	+$179K	11	0.03%	Increased
838	Brinker Capital Berwyn, Pennsylvania	$744K	-$26K	1	0.07%	Reduced
839	COI Connable Office Inc Kalamazoo, Michigan	$740K	$0	2	0.21%	Maintained
840	HFM Hartford Financial Management Hartford, Connecticut	$734K	$0	1	0.44%	Maintained
841	IR Invictus RG Hamilton, Bermuda	$724K	+$189K	3	0.77%	Increased
842	SB Simmons Bank Pine Bluff, Arkansas	$722K	-$9.93K	1	0.08%	Reduced
843	SSG Summit Securities Group New York	$722K	+$172K	2	0.39%	Increased
844	ECM Everence Capital Management Goshen, Indiana	$721K	-$1.32K	1	0.22%	Reduced
845	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$721K	-$44.1K	1	0.54%	Reduced
846	CRIG Charter Research & Investment Group Southport, Connecticut	$720K	-$2.06M	1	0.82%	Reduced
847	Synovus Financial Columbus, Georgia	$716K	+$129K	3	0.02%	Increased
848	LIM Leavell Investment Management Mobile, Alabama	$715K	$0	1	0.11%	Maintained
849	AHC Anderson Hoagland & Co St Louis, Missouri	$713K	$0	1	0.44%	Maintained
850	Carnegie Investment Counsel Pepper Pike, Ohio	$711K	-$22.1K	1	0.1%	Reduced