← 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	Quantbot Technologies New York	$349K	-$761K	4	0.06%	Reduced
902	Wealthfront Palo Alto, California	$346K	+$109K	3	0.03%	Increased
903	ECM Everence Capital Management Goshen, Indiana	$342K	$0	1	0.13%	Maintained
904	Conestoga Capital Advisors Wayne, Pennsylvania	$338K	+$12.8K	1	0.02%	Increased
905	MIM Merion Investment Management Bay Harbor Islands, Florida	$338K	$0	1	3.75%	Maintained
906	GIA GHP Investment Advisors Denver, Colorado	$335K	+$54K	1	0.1%	Increased
907	Fuller & Thaler Asset Management San Mateo, California	$329K	-$4.42M	2	0.01%	Reduced
908	RHBC R.H. Bluestein & Co Birmingham, Michigan	$328K	$0	1	0.02%	Maintained
909	CPA Court Place Advisors Ellicott City, Maryland	$327K	$0	1	0.23%	Maintained
910	Dana Investment Advisors Waukesha, Wisconsin	$321K	-$14.6M	1	0.02%	Reduced
911	Whittier Trust South Pasadena, California	$320K	-$32.5K	5	0.02%	Reduced
912	SCM SOL Capital Management Rockville, Maryland	$318K	$0	1	0.13%	Maintained
913	PSC Piper Sandler & Co Minneapolis, Minnesota	$317K	+$304K	1	0.23%	New
914	CAM Cortina Asset Management Milwaukee, Wisconsin	$316K	-$140K	1	0.01%	Reduced
915	AF Arrow Financial Glens Falls, New York	$314K	+$3.57K	1	0.08%	Increased
916	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$313K	+$293K	2	0.06%	New
917	AAM Azzad Asset Management Falls Church, Virginia	$309K	+$4.73K	1	0.19%	Increased
918	MIS Morningstar Investment Services Chicago, Illinois	$309K	-$190K	1	0.02%	Reduced
919	Ruane, Cunniff & Goldfarb New York	$309K	$0	1	0%	Maintained
920	PAS Partnervest Advisory Services Santa Barbara, California	$301K	-$117	3	0.14%	Reduced
921	Capital International Sarl Los Angeles, California	$298K	-$2.5M	1	0.02%	Reduced
922	BGAM Boussard & Gavaudan Asset Management London, United Kingdom	$292K	+$10.2K	1	0.15%	Increased
923	CIA CCM Investment Advisers Columbia, South Carolina	$292K	-$18.3K	1	0.03%	Reduced
924	FIM Fernwood Investment Management Quincy, Massachusetts	$291K	$0	1	0.24%	Maintained
925	ZDA Zweig-DiMenna Associates New York	$291K	-$10.2K	1	0.01%	Reduced