← 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	LMAM Legg Mason Asset Management Tokyo, Japan	$480K	-$8.03K	1	0.52%	Reduced
902	SWA Sutton Wealth Advisors Tampa, Florida	$479K	-$7.32K	7	0.45%	Reduced
903	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$477K	+$14.1K	1	0.2%	Increased
904	SAM Sandell Asset Management New York	$476K	+$466K	1	0.11%	New
905	UFG United Fire Group Cedar Rapids, Iowa	$473K	$0	1	0.19%	Maintained
906	BRA Blue Rock Advisors Wayzata, Minnesota	$468K	-$31.5K	1	4.52%	Reduced
907	DI Diligent Investors Redlands, California	$464K	$0	1	0.44%	Maintained
908	Destination Wealth Management Walnut Creek, California	$463K	+$426K	1	0.04%	New
909	Guardian Capital (Canada) Toronto, Ontario, Canada	$462K	+$441K	1	0.01%	New
910	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$461K	+$44.1K	1	0.42%	Increased
911	AIS AlphaOne Investment Services West Chester, Pennsylvania	$457K	+$56.2K	1	0.17%	Increased
912	BCM Beck Capital Management Austin, Texas	$455K	+$419K	1	0.29%	New
913	Hillsdale Investment Management Toronto, Ontario, Canada	$446K	-$24.9K	2	0.13%	Reduced
914	AAM Augustine Asset Management Jacksonville, Florida	$445K	$0	1	0.36%	Maintained
915	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$443K	-$251K	3	0.09%	Reduced
916	HCM Herndon Capital Management Atlanta, Georgia	$443K	-$281K	3	0.02%	Reduced
917	First Merchants Corp Muncie, Indiana	$435K	-$12.1K	1	0.14%	Reduced
918	KSA Ken Stern & Associates San Diego, California	$435K	+$8.52K	1	0.34%	Increased
919	SOAMC Spirit of America Management Corp Syosset, New York	$427K	$0	1	0.06%	Maintained
920	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$420K	$0	1	0.1%	Maintained
921	MAA Mraz Amerine & Associates Modesto, California	$418K	-$44.1K	1	0.15%	Reduced
922	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$416K	+$34.1K	1	0.17%	Increased
923	PIM Platinum Investment Management Sydney Australia 2000, Australia	$414K	$0	1	0.01%	Maintained
924	NIMI Natixis Investment Managers International Paris, France	$412K	+$287K	1	0.05%	Increased
925	GFG Gray Financial Group Atlanta, Georgia	$409K	$0	1	0.17%	Maintained