← 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
976	TDC Thompson Davis & Co Richmond, Virginia	$171K	-$827K	6	0.25%	Reduced
977	SOAMC Spirit of America Management Corp Syosset, New York	$169K	$0	1	0.07%	Maintained
978	WAM Weatherly Asset Management Del Mar, California	$165K	+$146K	1	0.07%	New
979	CIA Capital Impact Advisors Boston, Massachusetts	$162K	+$172K	1	0.12%	New
980	Brown Brothers Harriman & Co New York	$155K	-$53.1K	1	0%	Reduced
981	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$148K	$0	1	0.03%	Maintained
982	LWM LBA Wealth Management Jacksonville, Florida	$148K	+$131K	1	0.12%	New
983	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$146K	$0	2	0.02%	Maintained
984	MAM Mizuho Asset Management Tokyo, Japan	$140K	+$24K	3	0.03%	Increased
985	Wolverine Asset Management Chicago, Illinois	$134K	-$403K	1	0%	Reduced
986	AP Advisors Preferred Rockville, Maryland	$132K	+$127K	3	0.07%	New
987	CCB Cutter & Co Brokerage Ballwin, Missouri	$124K	+$131K	1	0.05%	New
988	WC Whitnell & Co Oak Brook, Illinois	$117K	$0	1	0.05%	Maintained
989	People's United Financial Bridgeport, Connecticut	$115K	$0	2	0.01%	Maintained
990	CAS CTC Alternative Strategies Chicago, Illinois	$114K	+$120K	1	0.1%	New
991	IRS Invictus RG (Singapore) Singapore	$114K	+$86.9K	2	0.12%	Increased
992	NES New England Securities New York	$114K	+$7.7K	6	0.04%	Increased
993	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$108K	+$35.4K	1	0.02%	Increased
994	ECM Estabrook Capital Management New York	$103K	$0	3	0.01%	Maintained
995	Rockefeller Financial Services New York	$96K	+$39.7K	4	0%	Increased
996	RFA Reilly Financial Advisors La Mesa, California	$94K	+$2.04K	3	0.02%	Increased
997	Driehaus Capital Management Chicago, Illinois	$92K	-$821K	1	0%	Reduced
998	FineMark National Bank & Trust Fort Myers, Florida	$92K	-$119K	7	0.02%	Reduced
999	Hillsdale Investment Management Toronto, Ontario, Canada	$92K	-$455K	2	0.02%	Reduced
1000	MCF Advisors Covington, Kentucky	$92K	+$388	1	0.03%	Increased