← 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	RB Rodgers Brothers Harmony, Pennsylvania	$225K	+$221K	1	0.11%	New
952	Grimes & Company Westborough, Massachusetts	$224K	+$203K	1	0.06%	New
953	OC Oakworth Capital Birmingham, Alabama	$221K	$0	3	0.13%	Maintained
954	Synovus Financial Columbus, Georgia	$221K	-$1.74M	1	0.01%	Reduced
955	CL Croft-Leominster Baltimore, Maryland	$220K	+$39.6K	1	0.04%	Increased
956	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$218K	+$197K	1	0.02%	New
957	RNS Robert N. Shapiro	$214K	-$12K	4	0.04%	Reduced
958	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$212K	-$24.5K	1	0.05%	Reduced
959	IH IFC Holdings Tampa, Florida	$211K	+$191K	1	0.04%	New
960	GVT Genesee Valley Trust Pittsford, New York	$210K	-$204K	1	0.13%	Reduced
961	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$210K	$0	1	0.01%	Maintained
962	WSCM Wellington Shields Capital Management New York	$210K	+$196K	1	0.03%	New
963	Eastern Bank Boston, Massachusetts	$209K	-$2.03M	1	0.02%	Reduced
964	HS HighVista Strategies Boston, Massachusetts	$209K	+$191K	1	0.03%	New
965	GJIC Gamble Jones Investment Counsel Pasadena, California	$207K	+$188K	1	0.02%	New
966	MWR McAdams Wright Ragen Seattle, Washington	$206K	+$186K	1	0.01%	New
967	Analytic Investors Los Angeles, California	$203K	+$214K	1	0%	New
968	CAM Cypress Asset Management Houston, Texas	$203K	+$184K	1	0.04%	New
969	First Horizon Advisors Memphis, Tennessee	$196K	-$108K	6	0.03%	Reduced
970	MSI Financial Services Springfield, Massachusetts	$191K	+$8.4K	9	0.03%	Increased
971	CCS Crosspoint Capital Strategies Orinda, California	$188K	-$175K	1	0.07%	Reduced
972	SIM Spark Investment Management New York	$188K	-$270K	1	0.03%	Reduced
973	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$185K	+$2.79K	2	0.02%	Increased
974	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$180K	+$70.5K	5	0.05%	Increased
975	NIM NuWave Investment Management Parsippany, New Jersey	$178K	+$33.4K	2	0.46%	Increased