← 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
876	Perigon Wealth Management San Francisco, California	$59.3M	+$2.11M	10	0.93%	Increased
877	Algert Global San Francisco, California	$59.1M	+$3.93M	10	0.7%	Increased
878	TI Trigran Investments Northbrook, Illinois	$59M	-$4.22M	1	10.82%	Reduced
879	TAM Telemark Asset Management Boston, Massachusetts	$58.9M	-$18.3M	3	4.26%	Reduced
880	Bogart Wealth LLC Mclean, Virginia	$58.4M	-$3.01M	9	2%	Reduced
881	OIMU Osmosis Investment Management UK London, United Kingdom	$58.4M	-$29.1M	3	2.71%	Reduced
882	SG Sienna Gestion Paris, France	$58.4M	-$16.1M	3	3.42%	Reduced
883	ERP Eldred Rock Partners San Antonio, Texas	$58.4M	+$1.27M	2	12.55%	Increased
884	Ashton Thomas Private Wealth Scottsdale, Arizona	$58.2M	+$2.52M	6	1.21%	Increased
885	NNPTE Nationale-Nederlanden Powszechne Towarzystwo Emerytalne Warszawa, Poland	$58.1M	-$2M	1	3.18%	Reduced
886	NCGI Next Century Growth Investors Plymouth, Minnesota	$57.9M	-$7.53M	4	3.07%	Reduced
887	WC Whitney & Co Rochester, New York	$57.9M	-$66.7K	3	4.23%	Reduced
888	RMA Roffman Miller Associates Philadelphia, Pennsylvania	$57.8M	-$1.64M	1	3.02%	Reduced
889	JWCA J.W. Cole Advisors Tampa, Florida	$57.8M	+$8.54M	6	0.99%	Increased
890	SignatureFD Atlanta, Georgia	$57.7M	+$2.3M	16	0.77%	Increased
891	US UNICOM Systems Las Vegas, Nevada	$57.7M	$0	1	3.76%	Maintained
892	Davenport & Co Richmond, Virginia	$57.7M	-$3.02M	6	0.28%	Reduced
893	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$57.5M	-$637K	4	6.18%	Reduced
894	Tokio Marine Asset Management Tokyo, Japan	$57.2M	+$426K	5	1.77%	Increased
895	BCM Benchstone Capital Management New York	$57.2M	-$37.8M	3	6.91%	Reduced
896	SWM Segment Wealth Management Houston, Texas	$57.2M	+$63.7K	4	2.97%	Increased
897	Ballentine Partners Waltham, Massachusetts	$57.2M	+$2M	11	0.7%	Increased
898	PEAK6 Chicago, Illinois	$56.9M	-$7.95M	9	0.12%	Reduced
899	Prime Capital Investment Advisors Overland Park, Kansas	$56.9M	+$9.24M	4	0.55%	Increased
900	OpenArc Corporate Advisory Atlanta, Georgia	$56.6M	+$15.6M	6	0.67%	Increased