← 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
Premier Fund Managers
Premier Fund Managers
United Kingdom
$420K +$396K 1 0.34% New
977
KCM Investment Advisors
KCM Investment Advisors
California
$419K +$53.5K 1 0.03% Increased
978
Destination Wealth Management
Destination Wealth Management
California
$417K -$152K 1 0.03% Reduced
979
Condor Capital Management
Condor Capital Management
New Jersey
$415K +$387K 2 0.1% New
980
Geneos Wealth Management
Geneos Wealth Management
Colorado
$410K +$8.79K 8 0.06% Increased
981
Strategic Global Advisors
Strategic Global Advisors
California
$407K $0 1 0.15% Maintained
982
WRM
Westport Resources Management
Connecticut
$405K -$1.05M 2 0.29% Reduced
983
WA
WFG Advisors
Texas
$404K +$9.1K 3 0.1% Increased
984
IWA
Intercontinental Wealth Advisors
Texas
$403K -$36.3K 1 0.29% Reduced
985
Eagle Global Advisors
Eagle Global Advisors
Texas
$402K $0 1 0.01% Maintained
986
CPA
Court Place Advisors
Maryland
$401K -$5.58K 1 0.22% Reduced
987
Albion Financial Group
Albion Financial Group
Utah
$399K +$53.7K 1 0.07% Increased
988
CA
Cornerstone Advisors
North Carolina
$392K +$363K 1 0.1% New
989
TG
TLP Group
Illinois
$386K -$310K 3 0.41% Reduced
990
JNBA Financial Advisors
JNBA Financial Advisors
Minnesota
$381K -$514K 7 0.06% Reduced
991
Petrus Trust Company
Petrus Trust Company
Texas
$381K +$352K 2 0.09% New
992
SignatureFD
SignatureFD
Georgia
$381K +$86.2K 7 0.06% Increased
993
MCA
Morris Capital Advisors
Pennsylvania
$380K -$13.3K 1 0.24% Reduced
994
Voya Financial Advisors
Voya Financial Advisors
Connecticut
$379K +$22K 1 0.04% Increased
995
HCM
Horrell Capital Management
Arkansas
$378K $0 1 0.24% Maintained
996
HT
HAP Trading
New York
$373K +$345K 1 0.01% New
997
QI
Quotient Investors
New York
$373K -$439K 1 0.24% Reduced
998
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$370K $0 1 0.08% Maintained
999
Ronald Blue & Co
Ronald Blue & Co
Georgia
$368K $0 1 0.01% Maintained
1000
BRA
Blue Rock Advisors
Minnesota
$366K -$206K 1 0.81% Reduced