← 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	TCM Tanaka Capital Management New York	$1.02M	+$31.1K	3	2.28%	Increased
1002	JDR Jay D. Rosenbaum	$1.02M	$0	1	1.94%	Maintained
1003	CM CS McKee Pittsburgh, Pennsylvania	$1.01M	+$19.9K	1	0.08%	Increased
1004	BFO Boston Family Office Boston, Massachusetts	$1M	$0	2	0.11%	Maintained
1005	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$988K	+$3.27K	1	0.05%	Increased
1006	SIC SFE Investment Counsel Los Angeles, California	$980K	+$282K	1	0.41%	Increased
1007	AIM Advantage Investment Management Cedar Rapids, Iowa	$949K	+$96.9K	7	0.31%	Increased
1008	DI Diligent Investors Redlands, California	$949K	-$5.47K	1	0.69%	Reduced
1009	WA WealthTrust Axiom Wayne, Pennsylvania	$943K	-$49.9K	2	0.36%	Reduced
1010	PG Patten Group Chattanooga, Tennessee	$939K	-$71.1K	1	0.38%	Reduced
1011	RG Rikoon Group Santa Fe, New Mexico	$930K	-$201K	2	0.4%	Reduced
1012	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$925K	$0	1	0.19%	Maintained
1013	GP Geneva Partners Lake Geneva, Wisconsin	$921K	+$824K	1	0.73%	New
1014	Cetera Advisors Denver, Colorado	$920K	+$483K	3	0.06%	Increased
1015	Boothbay Fund Management New York	$917K	-$707K	1	0.15%	Reduced
1016	Nuveen Fund Advisors Chicago, Illinois	$917K	+$77K	2	0.19%	Increased
1017	PI PHH Investments Addison, Texas	$902K	-$71.1K	1	0.3%	Reduced
1018	First Merchants Corp Muncie, Indiana	$900K	-$16.1K	1	0.16%	Reduced
1019	Jones Financial Companies Des Peres, Missouri	$898K	+$780K	1	0%	New
1020	LWM Lyons Wealth Management Winter Park, Florida	$894K	+$382	1	1.34%	Increased
1021	Parallel Advisors San Francisco, California	$891K	-$14.3K	10	0.15%	Reduced
1022	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$890K	+$18.3K	2	0.22%	Increased
1023	WCA Westover Capital Advisors Wilmington, Delaware	$890K	+$209K	3	0.52%	Increased
1024	Cetera Investment Advisers Schaumburg, Illinois	$884K	+$536K	2	0.2%	Increased
1025	LCP Legacy Capital Partners Milwaukee, Wisconsin	$884K	+$12K	2	0.46%	Increased