← 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	Smithfield Trust Pittsburgh, Pennsylvania	$298K	-$59.3K	2	0.06%	Reduced
977	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$296K	+$290K	1	0.07%	New
978	CAIMH Central Asset Investments & Management Holdings Hong Kong	$295K	+$271K	1	0.29%	New
979	GLI Guardian Life Insurance New York	$295K	+$93.3K	3	0.02%	Increased
980	HCM Horrell Capital Management Little Rock, Arkansas	$295K	$0	1	0.19%	Maintained
981	OIA Optimum Investment Advisors Chicago, Illinois	$294K	+$48.2K	1	0.11%	Increased
982	MCM Mengis Capital Management Portland, Oregon	$292K	$0	1	0.26%	Maintained
983	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$292K	-$1.5M	1	0.04%	Reduced
984	CWA Cypress Wealth Advisors San Francisco, California	$289K	+$291K	1	0.14%	New
985	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$289K	$0	3	0.08%	Maintained
986	Park National Corp Newark, Ohio	$289K	+$10.1K	1	0.02%	Increased
987	Ronald Blue & Co Roswell, Georgia	$288K	$0	1	0.01%	Maintained
988	WGCA Wolf Group Capital Advisors Fairfax, Virginia	$287K	-$271K	1	0.21%	Reduced
989	GEM Global Endowment Management Charlotte, North Carolina	$286K	$0	1	0.06%	Maintained
990	AFG Albion Financial Group Salt Lake City, Utah	$284K	+$57.1K	1	0.05%	Increased
991	BII Bainco International Investors Boston, Massachusetts	$284K	$0	1	0.06%	Maintained
992	SAM Symphony Asset Management San Francisco, California	$284K	-$186K	1	0.03%	Reduced
993	VFA Voya Financial Advisors Windsor, Connecticut	$284K	+$10.7K	1	0.03%	Increased
994	MPAM Monarch Partners Asset Management Boston, Massachusetts	$280K	+$43.9K	1	0.03%	Increased
995	Schroder Investment Management Group London, United Kingdom	$280K	+$233K	2	0%	Increased
996	Whittier Trust South Pasadena, California	$279K	-$4.04K	5	0.01%	Reduced
997	Forvis Mazars Wealth Advisors Springfield, Missouri	$272K	-$15.9K	1	0.04%	Reduced
998	EGA E&G Advisors Houston, Texas	$269K	+$48.2K	1	0.16%	Increased
999	CC Courier Capital Buffalo, New York	$267K	-$21.6K	1	0.05%	Reduced
1000	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$267K	-$30.2K	1	0.03%	Reduced