← 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	NES New England Securities New York	$100K	-$13.9K	5	0.03%	Reduced
1002	Benjamin F. Edwards & Company St. Louis, Missouri	$99K	+$58.4K	2	0.02%	Increased
1003	SNT Security National Trust Wheeling, West Virginia	$99K	+$9.46K	3	0.04%	Increased
1004	MCF Advisors Covington, Kentucky	$98K	+$5.39K	2	0.03%	Increased
1005	Hillsdale Investment Management Toronto, Ontario, Canada	$97K	-$4K	1	0.03%	Reduced
1006	People's United Financial Bridgeport, Connecticut	$95K	-$15.5K	2	0.01%	Reduced
1007	AP Advisors Preferred Rockville, Maryland	$90.8K	-$39.5K	1	0.06%	Reduced
1008	JPMIA J.P. Marvel Investment Advisors Boston, Massachusetts	$84K	$0	1	0.03%	Maintained
1009	NYLT New York Life Trust New York	$84K	+$72.1K	1	0.35%	Increased
1010	ATC Adirondack Trust Company Saratoga Springs, New York	$82K	$0	1	0.06%	Maintained
1011	GAM Gemmer Asset Management Walnut Creek, California	$81K	$0	10	0.06%	Maintained
1012	MIC MU Investments Company Tokyo, Japan	$80K	$0	2	0.04%	Maintained
1013	PCTC Perkins Coie Trust Company Seattle, Washington	$79K	$0	1	0.07%	Maintained
1014	Colony Group Boston, Massachusetts	$73K	+$63.1K	2	0.01%	Increased
1015	WA WealthTrust-Arizona Scottsdale, Arizona	$72K	-$863	3	0.08%	Reduced
1016	FMA FNY Managed Accounts New York	$71.3K	+$73K	1	0.21%	New
1017	VFA Virtus Fund Advisers Hartford, Connecticut	$68K	-$1.2M	3	0%	Reduced
1018	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$67K	-$4.73K	5	0.04%	Reduced
1019	Rockefeller Financial Services New York	$59K	-$43K	2	0%	Reduced
1020	PVH Psagot Value Holdings Tel Aviv, Israel	$57K	-$715	2	0%	Reduced
1021	WAS Winch Advisory Services Appleton, Wisconsin	$57K	$0	1	0.04%	Maintained
1022	AA AlphaMark Advisors Ft. Wright, Kentucky	$51K	-$2.97M	1	0.03%	Reduced
1023	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$50K	-$1.24K	3	0.04%	Reduced
1024	Farmers & Merchants Investments Inc Lincoln, Nebraska	$47K	-$3.67K	2	0.01%	Reduced
1025	CFG CKW Financial Group Honolulu, Hawaii	$42K	$0	2	0.02%	Maintained