← 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	JIP Jaffetilchin Investment Partners Tampa, Florida	$408K	-$32.7K	1	0.12%	Reduced
927	SGA Strategic Global Advisors Newport Beach, California	$407K	$0	1	0.15%	Maintained
928	Capital Guardian Trust Los Angeles, California	$401K	-$55.4K	2	0%	Reduced
929	GCA Greenwood Capital Associates Greenwood, South Carolina	$401K	+$383K	1	0.12%	New
930	IWA Intercontinental Wealth Advisors San Antonio, Texas	$399K	-$254K	1	0.29%	Reduced
931	Citizens Financial Group Providence, Rhode Island	$390K	-$120K	3	0.04%	Reduced
932	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$389K	-$114K	5	0%	Reduced
933	Quantbot Technologies New York	$386K	-$286K	2	0.04%	Reduced
934	WCM Washington Capital Management Seattle, Washington	$386K	-$987K	1	0.55%	Reduced
935	PIM Penobscot Investment Management Boston, Massachusetts	$384K	$0	1	0.14%	Maintained
936	MCC Malaga Cove Capital Pv Estates, California	$383K	$0	1	0.32%	Maintained
937	TCM Tradewinds Capital Management Bellingham, Washington	$380K	+$22	4	0.27%	Increased
938	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$376K	-$399	2	0.21%	Reduced
939	Stephens Inc Little Rock, Arkansas	$376K	+$1.11K	2	0.02%	Increased
940	Eagle Global Advisors Houston, Texas	$372K	$0	1	0.01%	Maintained
941	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$370K	-$44.6K	1	0.09%	Reduced
942	Choreo LLC Rockford, Illinois	$366K	$0	1	0.07%	Maintained
943	LBC Lowe Brockenbrough & Co Richmond, Virginia	$364K	-$18K	1	0.06%	Reduced
944	AIM Acrospire Investment Management Chicago, Illinois	$363K	-$468K	8	0.27%	Reduced
945	LW Linscomb Wealth Houston, Texas	$361K	-$302K	1	0.04%	Reduced
946	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$359K	-$971K	1	0.05%	Reduced
947	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$353K	-$3.52K	1	0.17%	Reduced
948	BFO Boston Family Office Boston, Massachusetts	$352K	$0	1	0.05%	Maintained
949	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$350K	$0	2	0.3%	Maintained
950	VIM Veritas Investment Management London, United Kingdom	$350K	$0	1	0.07%	Maintained