← 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
901	Driehaus Capital Management Chicago, Illinois	$131K	-$908K	1	0.01%	Reduced
902	Apriem Advisors Irvine, California	$125K	+$6.43K	2	0.05%	Increased
903	ATC Adirondack Trust Company Saratoga Springs, New York	$114K	-$383	1	0.1%	Reduced
904	NES New England Securities New York	$107K	+$9.6K	5	0.05%	Increased
905	PSI Pinnacle Summer Investments Fairfax, Virginia	$100K	+$231	2	0.02%	Increased
906	B. Riley Wealth Advisors Boca Raton, Florida	$95K	-$240	1	0.03%	Reduced
907	MCF Advisors Covington, Kentucky	$91K	-$2.75K	1	0.05%	Reduced
908	WC Whitnell & Co Oak Brook, Illinois	$91K	$0	1	0.04%	Maintained
909	MAM Mizuho Asset Management Tokyo, Japan	$90K	-$20K	3	0.01%	Reduced
910	People's United Financial Bridgeport, Connecticut	$90K	$0	2	0.01%	Maintained
911	Tompkins Financial Ithaca, New York	$90K	+$2.32K	3	0.03%	Increased
912	Bartlett & Co Cincinnati, Ohio	$89K	-$57.9K	2	0%	Reduced
913	J.P. Marvel Investment Advisors Boston, Massachusetts	$89K	+$40.5K	1	0.03%	Increased
914	SIG Schooner Investment Group Wayne, Pennsylvania	$87K	-$719K	1	0.03%	Reduced
915	Estabrook Capital Management New York	$83.7K	-$24K	3	0.01%	Reduced
916	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$80K	$0	2	0%	Maintained
917	PVH Psagot Value Holdings Tel Aviv, Israel	$79K	+$88.5K	1	0%	New
918	Reilly Financial Advisors La Mesa, California	$77K	-$8.19K	2	0.02%	Reduced
919	Group One Trading Chicago, Illinois	$63K	-$71.4K	4	0%	Reduced
920	MIC MU Investments Company Tokyo, Japan	$60K	$0	2	0.03%	Maintained
921	Jones Financial Companies Des Peres, Missouri	$59K	-$114K	4	0%	Reduced
922	Twin Tree Management Dallas, Texas	$58K	-$652K	2	0%	Reduced
923	SIM Spark Investment Management New York	$56K	+$54.1K	1	0.01%	New
924	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$56K	+$10.8K	1	0.03%	Increased
925	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$52K	-$5.73K	5	0.03%	Reduced