← 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	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$1.13M	+$843K	1	0.84%	Increased
977	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$1.13M	-$236K	1	1.01%	Reduced
978	SCM Stonebridge Capital Management Los Angeles, California	$1.13M	$0	1	0.42%	Maintained
979	BOH Bank of Hawaii Honolulu, Hawaii	$1.13M	$0	1	0.1%	Maintained
980	LCM LVM Capital Management Portage, Michigan	$1.13M	$0	1	0.27%	Maintained
981	Quadrature Capital London, United Kingdom	$1.12M	-$36.8M	3	0.14%	Reduced
982	CL CIM LLC Albany, New York	$1.11M	+$3.26K	1	0.46%	Increased
983	RAM Redmond Asset Management Henrico, Virginia	$1.11M	$0	1	0.51%	Maintained
984	EGA E&G Advisors Houston, Texas	$1.1M	+$86.4K	2	0.5%	Increased
985	Johnson Investment Counsel Cincinnati, Ohio	$1.1M	+$231K	4	0.03%	Increased
986	WPC White Pine Capital Bloomington, Minnesota	$1.09M	-$25.7K	1	0.42%	Reduced
987	Avantax Planning Partners Dubuque, Iowa	$1.09M	-$633	1	0.09%	Reduced
988	CCI Credit Capital Investments Livingston, New Jersey	$1.09M	+$366K	2	1.2%	Increased
989	SFSIG San Francisco Sentry Investment Group San Francisco, California	$1.07M	+$13K	3	0.36%	Increased
990	UMB Bank Kansas City, Missouri	$1.06M	-$14.3K	2	0.04%	Reduced
991	AW ACG Wealth Atlanta, Georgia	$1.06M	-$29.2K	1	0.18%	Reduced
992	GGHC Gilder Gagnon Howe & Co New York	$1.06M	+$918K	1	0.01%	New
993	Choreo LLC Rockford, Illinois	$1.05M	-$227K	2	0.14%	Reduced
994	UFG United Fire Group Cedar Rapids, Iowa	$1.04M	$0	1	0.35%	Maintained
995	Annex Advisory Services Brookfield, Wisconsin	$1.04M	+$31.2K	1	0.21%	Increased
996	FPF FNY Partners Fund New York	$1.04M	+$574K	1	0.18%	Increased
997	SOAMC Spirit of America Management Corp Syosset, New York	$1.03M	$0	1	0.11%	Maintained
998	PVWM Point View Wealth Management Summit, New Jersey	$1.03M	-$16.4K	1	0.49%	Reduced
999	CC Cipher Capital New York	$1.03M	+$904K	2	0.08%	New
1000	Stratos Wealth Partners Beachwood, Ohio	$1.02M	+$332K	2	0.05%	Increased