← 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
926	Montag & Associates Atlanta, Georgia	$53.7M	-$1.55M	8	2.27%	Reduced
927	FSA Fort Sheridan Advisors Highland Park, Illinois	$53.3M	+$23.8K	5	5.75%	Increased
928	JA JLB & Associates Plymouth, Michigan	$53M	+$89.1K	1	7.09%	Increased
929	North Star Asset Management Neenah, Wisconsin	$52.9M	-$5.23M	3	2.08%	Reduced
930	SCM Spyglass Capital Management San Francisco, California	$52.7M	+$37.1M	1	2.85%	New
931	JPWM Jamison Private Wealth Management Milton, Georgia	$52.7M	+$183K	3	5.32%	Increased
932	KF KKM Financial Chicago, Illinois	$52.5M	-$14.8M	4	7.2%	Reduced
933	MTWSIF Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel	$52.4M	-$18M	2	6.9%	Reduced
934	LPPL Loftus Peak Pty Ltd Sydney, Australia	$52.2M	+$39.7M	2	7.11%	New
935	Global Retirement Partners San Rafael, California	$52.2M	+$36.2M	17	0.8%	New
936	Sanibel Captiva Trust Company Sanibel, Florida	$52M	-$99.9K	3	1.29%	Reduced
937	Stephens Inc Little Rock, Arkansas	$51.6M	-$884K	7	0.58%	Reduced
938	CAM Carret Asset Management New York	$51.6M	-$2.79M	3	4.51%	Reduced
939	EI EAM Investors Solana Beach, California	$51.4M	-$7.9M	9	4.58%	Reduced
940	CTA Colonial Trust Advisors Spartanburg, South Carolina	$51.3M	-$125K	4	3.57%	Reduced
941	Clearstead Advisors Cleveland, Ohio	$50.7M	-$1.33M	15	0.48%	Reduced
942	CA Cornerstone Advisors Asheville, North Carolina	$50.4M	+$8.43M	2	1.66%	Increased
943	ECM Everence Capital Management Goshen, Indiana	$50.3M	+$333K	10	2.65%	Increased
944	PIM Penobscot Investment Management Boston, Massachusetts	$50.3M	+$458K	5	3.45%	Increased
945	MAS Meeder Advisory Services Dublin, Ohio	$50.2M	+$655K	7	1.84%	Increased
946	MGM Manchester Global Management London, United Kingdom	$50.1M	$0	1	5.53%	Maintained
947	LGT Fund Management Vaduz, Liechtenstein	$50M	-$3.98M	4	2.08%	Reduced
948	Wilmington Savings Fund Society Wilmington, Delaware	$49.8M	-$483K	6	1.11%	Reduced
949	CIAM Caitong International Asset Management Hong Kong	$49.8M	+$12.1M	15	6.83%	Increased
950	BCM Bornite Capital Management New York	$49.7M	+$39.8M	1	6.26%	New