← 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	MIC Meridian Investment Counsel Lafayette, California	$349K	$0	1	0.24%	Maintained
952	WA Wealth Architects Mountain View, California	$349K	+$860	1	0.17%	Increased
953	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$344K	+$401K	1	1.74%	New
954	IIM Ironwood Investment Management Boston, Massachusetts	$342K	-$148K	1	0.26%	Reduced
955	SLG Stanley-Laman Group Berwyn, Pennsylvania	$341K	+$109K	1	0.13%	Increased
956	WA WealthTrust Axiom Wayne, Pennsylvania	$341K	+$22.2K	1	0.13%	Increased
957	SCM SOL Capital Management Rockville, Maryland	$338K	$0	1	0.11%	Maintained
958	WA WFG Advisors Dallas, Texas	$338K	+$199K	3	0.09%	Increased
959	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$336K	$0	1	0.18%	Maintained
960	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$333K	+$11.8K	2	0.08%	Increased
961	Geneos Wealth Management Englewood, Colorado	$332K	+$40.3K	7	0.05%	Increased
962	KM Kalos Management Alpharetta, Georgia	$332K	+$317K	1	0.26%	New
963	BW Gestao de Investimentos Sao Paulo, Brazil	$330K	-$61.3K	1	0.38%	Reduced
964	PAIA Park Avenue Institutional Advisers New York	$327K	-$2.4K	3	0.28%	Reduced
965	GW & Wade Wellesley, Massachusetts	$325K	+$22.8K	1	0.06%	Increased
966	CPA Court Place Advisors Ellicott City, Maryland	$323K	$0	1	0.19%	Maintained
967	KIA KCM Investment Advisors Greenbrae, California	$323K	-$51.7K	1	0.02%	Reduced
968	CS Comerica Securities Detroit, Michigan	$322K	+$296K	1	0.07%	New
969	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$322K	+$297K	1	0.02%	New
970	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$319K	+$196K	5	0.04%	Increased
971	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$314K	$0	1	0.03%	Maintained
972	MCA Morris Capital Advisors Malvern, Pennsylvania	$313K	-$6.84K	1	0.19%	Reduced
973	SC SRB Corp Boston, Massachusetts	$303K	-$42.3K	2	0.05%	Reduced
974	BUB BBVA USA Bancshares Houston, Texas	$299K	+$282K	1	0.02%	New
975	NFG Next Financial Group Houston, Texas	$298K	+$117K	5	0.09%	Increased