← 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
951	SB Simmons Bank Pine Bluff, Arkansas	$49.3M	+$10.7M	4	2.81%	Increased
952	PM Phraction Management Colchester, Connecticut	$49.2M	-$3.28M	3	8.26%	Reduced
953	FCIM Fairview Capital Investment Management Greenbrae, California	$49.1M	-$1.99M	2	2.59%	Reduced
954	Cookson Peirce & Co Pittsburgh, Pennsylvania	$49.1M	-$3.24M	5	1.62%	Reduced
955	LI Lafayette Investments Ashton, Maryland	$49M	-$4.78M	3	9.04%	Reduced
956	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$49M	-$286K	3	3.56%	Reduced
957	71 West Capital Partners Boston, Massachusetts	$48.9M	+$3.02M	4	1.69%	Increased
958	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$48.7M	+$34.4M	3	0.27%	Increased
959	BFIM Beese Fulmer Investment Management Canton, Ohio	$48.7M	-$3.55M	5	2.81%	Reduced
960	HBCM Heron Bay Capital Management Bloomfield Hills, Michigan	$48.5M	-$15.2M	1	4.4%	Reduced
961	RWM Rench Wealth Management Denton, Texas	$48.2M	-$5.65M	3	12.95%	Reduced
962	BL BWCP LP Dallas, Texas	$48.2M	-$3.07M	2	6.88%	Reduced
963	LCM LVM Capital Management Portage, Michigan	$47.9M	-$1.93M	2	4.01%	Reduced
964	FFG Fortem Financial Group Palm Desert, California	$47.7M	+$1.11M	3	9.73%	Increased
965	Parallel Advisors San Francisco, California	$47.6M	+$1.27M	17	0.73%	Increased
966	VNA Valley National Advisers Bethlehem, Pennsylvania	$47.5M	-$573K	6	5.28%	Reduced
967	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$47.5M	-$1.2M	3	4.29%	Reduced
968	LS Leelyn Smith Geneva, Illinois	$47.4M	-$2M	4	5.77%	Reduced
969	WC Winmill & Co Walpole, New Hampshire	$47.2M	$0	1	10.46%	Maintained
970	BEAM Baker Ellis Asset Management Vancouver, Washington	$47.2M	-$2.09M	2	4.9%	Reduced
971	TS Tamar Securities Woodland Hills, California	$47.1M	-$1.03M	1	4.4%	Reduced
972	Chilton Capital Management Houston, Texas	$47.1M	+$836K	4	1.49%	Increased
973	TEC Tensor Edge Capital Weston, Massachusetts	$47M	+$955K	1	3.12%	Increased
974	AWP Ascent Wealth Partners New Hartford, New York	$46.9M	+$473K	3	4.69%	Increased
975	Fulton Bank Lancaster, Pennsylvania	$46.8M	-$3.98M	6	1.43%	Reduced