← 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	Alpha Cubed Investments Irvine, California	$596K	-$498K	1	0.21%	Reduced
877	Handelsbanken Fonder Stockholm, Sweden	$592K	$0	2	0.02%	Maintained
878	Scotia Capital Toronto, Ontario, Canada	$587K	-$398K	2	0.01%	Reduced
879	ETrade Capital Management Arlington, Virginia	$584K	-$577K	1	0.03%	Reduced
880	Rothschild & Co Asset Management US Stamford, Connecticut	$583K	-$248K	1	0.01%	Reduced
881	GF Gerstein Fisher New York	$580K	+$22.7K	1	0.08%	Increased
882	I IberiaBank Lafayette, Louisiana	$580K	+$261K	1	0.26%	Increased
883	BFG Beacon Financial Group Dallas, Texas	$577K	+$94.4K	1	0.13%	Increased
884	CCB Cutter & Co Brokerage Ballwin, Missouri	$571K	+$30K	2	0.24%	Increased
885	C CFO4Life Coppell, Texas	$565K	+$47.6K	1	0.48%	Increased
886	FIB First Interstate Bank Billings, Montana	$552K	-$19.3K	6	0.12%	Reduced
887	PG Patten Group Chattanooga, Tennessee	$541K	-$4.34K	1	0.25%	Reduced
888	NCA NCM Capital Advisers Durham, North Carolina	$537K	+$142K	1	1.54%	Increased
889	LK Lumbard & Kellner Hollis, New Hampshire	$533K	-$5.51K	1	0.39%	Reduced
890	CHAM Clear Harbor Asset Management Stamford, Connecticut	$530K	+$92.6K	2	0.12%	Increased
891	LCM LVM Capital Management Portage, Michigan	$518K	$0	1	0.15%	Maintained
892	PM Parametrica Management Wanchai, Hong Kong	$515K	+$517K	1	0.77%	New
893	QAM Quantres Asset Management Cayman, Cayman Islands	$513K	+$502K	1	0.32%	New
894	PCM Perritt Capital Management Chicago, Illinois	$512K	$0	1	0.14%	Maintained
895	Wealthspire Advisors (Maryland) Potomac, Maryland	$508K	+$38.3K	5	0.08%	Increased
896	Ariel Investments Chicago, Illinois	$505K	-$3.75K	1	0.01%	Reduced
897	Mission Wealth Management Santa Barbara, California	$499K	$0	1	0.13%	Maintained
898	PVWM Point View Wealth Management Summit, New Jersey	$492K	+$1.19K	1	0.3%	Increased
899	Evercore Wealth Management New York	$481K	-$94.1K	2	0.02%	Reduced
900	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$480K	+$474K	2	0.1%	New