← 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	ATC Adirondack Trust Company Saratoga Springs, New York	$86K	$0	1	0.07%	Maintained
1002	JPMIA J.P. Marvel Investment Advisors Boston, Massachusetts	$84K	$0	1	0.03%	Maintained
1003	NFG Next Financial Group Houston, Texas	$84K	+$81.4K	3	0.04%	New
1004	SNT Security National Trust Wheeling, West Virginia	$84K	+$7.9K	3	0.03%	Increased
1005	GAM Gemmer Asset Management Walnut Creek, California	$79K	+$495	10	0.05%	Increased
1006	MIC MU Investments Company Tokyo, Japan	$79K	$0	2	0.04%	Maintained
1007	AA Apriem Advisors Irvine, California	$76K	+$2.34K	3	0.03%	Increased
1008	PCTC Perkins Coie Trust Company Seattle, Washington	$73K	$0	1	0.07%	Maintained
1009	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$70K	+$708	5	0.04%	Increased
1010	WA WealthTrust-Arizona Scottsdale, Arizona	$68K	+$13.3K	3	0.07%	Increased
1011	PVH Psagot Value Holdings Tel Aviv, Israel	$60K	+$25.2K	2	0%	Increased
1012	TF Tompkins Financial Ithaca, New York	$53K	-$69.2K	2	0.01%	Reduced
1013	WAS Winch Advisory Services Appleton, Wisconsin	$53K	+$48.3K	1	0.03%	New
1014	Farmers & Merchants Investments Inc Lincoln, Nebraska	$50K	-$25.5K	2	0.01%	Reduced
1015	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$48K	+$10.6K	3	0.04%	Increased
1016	HR Howe & Rusling Rochester, New York	$45K	-$191K	3	0.01%	Reduced
1017	Benjamin F. Edwards & Company St. Louis, Missouri	$43K	$0	2	0.01%	Maintained
1018	CFG CKW Financial Group Honolulu, Hawaii	$43K	$0	2	0.02%	Maintained
1019	GSC Ground Swell Capital Folly Beach, South Carolina	$43K	+$39.4K	5	0.08%	New
1020	SCG Strategic Capital Group Gig Harbor, Washington	$37K	-$52K	1	0.01%	Reduced
1021	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$33K	-$3.28K	1	0%	Reduced
1022	TCCM Timber Creek Capital Management Boston, Massachusetts	$33K	$0	1	0.03%	Maintained
1023	FAM Formidable Asset Management Cincinnati, Ohio	$27K	$0	1	0.02%	Maintained
1024	WCM Wealthcare Capital Management Richmond, Virginia	$27K	-$367	1	0%	Reduced
1025	Global X Management Company New York	$25K	+$3.43K	1	0%	Increased