← 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	SignatureFD Atlanta, Georgia	$266K	+$15.7K	6	0.04%	Increased
1002	NPPM North Point Portfolio Managers Orange Village, Ohio	$265K	$0	1	0.05%	Maintained
1003	FPFS First Personal Financial Services Charlotte, North Carolina	$263K	+$94.1K	6	0.09%	Increased
1004	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$262K	+$242K	2	0.03%	New
1005	RB Rodgers Brothers Harmony, Pennsylvania	$258K	+$346	1	0.11%	Increased
1006	WhitTier Trust Company Reno, Nevada	$254K	$0	4	0.03%	Maintained
1007	PAA Peregrine Asset Advisers Portland, Oregon	$252K	+$232K	1	0.17%	New
1008	Edmond de Rothschild Holding Chambesy, Switzerland	$249K	-$601K	3	0.01%	Reduced
1009	FWM Focused Wealth Management Newburgh, New York	$249K	+$238K	1	0.11%	New
1010	First Horizon Advisors Memphis, Tennessee	$245K	-$20.8K	6	0.03%	Reduced
1011	CA Cornerstone Advisory Hunt Valley, Maryland	$243K	$0	1	0.2%	Maintained
1012	AA Apriem Advisors Irvine, California	$241K	+$184K	1	0.08%	Increased
1013	Homrich & Berg Atlanta, Georgia	$241K	+$236K	1	0.02%	New
1014	MCM Manchester Capital Management Manchester, Vermont	$241K	-$29.4K	2	0.03%	Reduced
1015	AIM Allen Investment Management New York	$240K	$0	1	0.02%	Maintained
1016	JT Jump Trading Chicago, Illinois	$240K	+$221K	1	0.01%	New
1017	North Star Asset Management Neenah, Wisconsin	$240K	$0	1	0.03%	Maintained
1018	Quadrant Capital Group Cincinnati, Ohio	$240K	+$58.3K	10	0.17%	Increased
1019	LCP Legacy Capital Partners Milwaukee, Wisconsin	$237K	$0	1	0.15%	Maintained
1020	Dynamic Advisor Solutions Phoenix, Arizona	$236K	+$15.3K	1	0.1%	Increased
1021	CL CSS LLC Chicago, Illinois	$233K	-$97.7K	1	0.02%	Reduced
1022	UBWV United Bank (West Virginia) Parkersburg, West Virginia	$233K	$0	1	0.11%	Maintained
1023	RHBC R.H. Bluestein & Co Birmingham, Michigan	$229K	-$202K	1	0.02%	Reduced
1024	TBAM True Bearing Asset Management San Francisco, California	$229K	-$268K	1	1.21%	Reduced
1025	Atria Investments Charlotte, North Carolina	$227K	+$202K	1	0.02%	New