← 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	Tarbox Family Office Newport Beach, California	$20K	-$2.12K	2	0.02%	Reduced
1002	Waverly Advisors Birmingham, Alabama	$20K	-$212K	2	0.01%	Reduced
1003	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$18K	$0	1	0.01%	Maintained
1004	HRIA Haberer Registered Investment Advisor Cincinnati, Ohio	$16K	$0	1	0.01%	Maintained
1005	BG Bollard Group Boston, Massachusetts	$15K	$0	1	0%	Maintained
1006	B. Riley Wealth Management Memphis, Tennessee	$15K	+$13.5K	1	0.01%	New
1007	City Holding Co Charleston, West Virginia	$15K	$0	1	0.01%	Maintained
1008	Hexavest Montreal, Quebec, Canada	$15K	$0	1	0%	Maintained
1009	Dubuque Bank & Trust Dubuque, Iowa	$14K	$0	1	0%	Maintained
1010	FCCM First City Capital Management Savannah, Georgia	$13.9K	+$13.2K	3	0.01%	New
1011	CFS Community Financial System Syracuse, New York	$13K	$0	1	0%	Maintained
1012	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$13K	+$11.6K	1	0.01%	New
1013	TCI Wealth Advisors Tucson, Arizona	$13K	$0	3	0.01%	Maintained
1014	Exchange Capital Management Ann Arbor, Michigan	$12K	+$11.2K	1	0.01%	New
1015	QCI Asset Management Pittsford, New York	$12K	$0	1	0%	Maintained
1016	DSC Duncker Streett & Co St. Louis, Missouri	$11K	$0	1	0%	Maintained
1017	LFR Lehman Financial Resources Media, Pennsylvania	$10K	$0	1	0.01%	Maintained
1018	CBT Central Bank & Trust Lexington, Kentucky	$9K	$0	1	0%	Maintained
1019	Ledyard National Bank	$9K	-$18.9K	2	0%	Reduced
1020	PSC Prentiss Smith & Co Brattleboro, Vermont	$9K	$0	1	0%	Maintained
1021	CFA Camarda Financial Advisors Fleming Island, Florida	$8K	$0	1	0.01%	Maintained
1022	Capital Advisors Ltd Shaker Heights, Ohio	$8K	$0	1	0%	Maintained
1023	Kistler-Tiffany Companies Berwyn, Pennsylvania	$8K	$0	1	0.01%	Maintained
1024	TF Trutina Financial Bellevue, Washington	$8K	+$7.53K	1	0.01%	New
1025	ZTNA Zions Trust National Association Salt Lake City, Utah	$8K	$0	1	0.01%	Maintained