← 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
1001	KM KP Management Edina, Minnesota	$43.3M	-$774K	3	8.15%	Reduced
1002	NAAA New Age Alpha Advisors Rye, New York	$43.2M	+$1.29M	9	1.83%	Increased
1003	CCS Concentric Capital Strategies Stamford, Connecticut	$43.2M	+$22.8M	10	2.4%	Increased
1004	CCP Clough Capital Partners Boston, Massachusetts	$43.1M	+$23.8M	3	3.51%	Increased
1005	PMG ProVise Management Group Clearwater, Florida	$43.1M	+$88K	4	2.89%	Increased
1006	LWM Lyell Wealth Management Menlo Park, California	$43.1M	-$131K	4	2.65%	Reduced
1007	EIA Emerald Investment Advisers Leola, Pennsylvania	$43.1M	+$149K	5	2.87%	Increased
1008	ACM Alight Capital Management New York	$43M	-$9.25M	4	6.03%	Reduced
1009	LW Linscomb Wealth Houston, Texas	$42.9M	-$4.17M	1	1.86%	Reduced
1010	Signature Estate & Investment Advisors Los Angeles, California	$42.9M	+$988K	4	0.77%	Increased
1011	SEP Soma Equity Partners San Francisco, California	$42.8M	-$982K	1	2.98%	Reduced
1012	KA Kintegral Advisory New York	$42.8M	$0	3	3.47%	Maintained
1013	BHB Bank Hapoalim BM Tel Aviv, Israel	$42.8M	-$3.1M	4	2.84%	Reduced
1014	Martingale Asset Management Boston, Massachusetts	$42.8M	+$8.88M	6	1.01%	Increased
1015	CWA Asset Management Group Naples, Florida	$42.7M	+$7.73M	4	1.3%	Increased
1016	AI Aperture Investors New York	$42.7M	+$27M	3	3.86%	Increased
1017	CBT Central Bank & Trust Lexington, Kentucky	$42.6M	-$1.78M	3	6.04%	Reduced
1018	Cary Street Partners Richmond, Virginia	$42.5M	-$1.18M	4	0.93%	Reduced
1019	JC Jacobs & Co San Francisco, California	$42.4M	-$2.11M	1	3.64%	Reduced
1020	Mount Yale Investment Advisors Denver, Colorado	$42.4M	+$1.49M	8	0.78%	Increased
1021	MFAM Motley Fool Asset Management Alexandria, Virginia	$42.2M	-$12.2M	2	1.63%	Reduced
1022	HR Howe & Rusling Rochester, New York	$42.2M	+$159K	5	2.45%	Increased
1023	VIS Vega Investment Solutions Paris, France	$42.1M	+$29M	3	5.98%	Increased
1024	Procyon Advisors Shelton, Connecticut	$42M	+$3.24M	5	1.81%	Increased
1025	CFM Catalyst Funds Management Sydney NSW, Australia	$42M	+$29M	7	2.35%	Increased