← 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
1026	KCL KR Capital LP New York City, New York	$41.9M	+$1.36M	4	4.16%	Increased
1027	GAM Griffin Asset Management New York	$41.9M	-$811K	3	4.42%	Reduced
1028	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$41.9M	-$448K	3	2.04%	Reduced
1029	IWS Insight Wealth Strategies San Ramon, California	$41.7M	+$37.6K	3	4.07%	Increased
1030	GPC Guardian Point Capital Charlottesville, Virginia	$41.6M	$0	1	12.82%	Maintained
1031	MAM Morse Asset Management Darien, Connecticut	$41.6M	+$175K	6	6.89%	Increased
1032	SWA SFMG Wealth Advisors Plano, Texas	$41.5M	-$294K	4	2.5%	Reduced
1033	TCM Traynor Capital Management Malvern, Pennsylvania	$41.3M	+$14.2M	4	1.9%	Increased
1034	GWM Glass Wealth Management San Antonio, Texas	$41.2M	+$736K	3	13.82%	Increased
1035	World Investment Advisors Santa Barbara, California	$40.9M	-$2M	6	0.68%	Reduced
1036	BCH Berkshire Capital Holdings San Jose, California	$40.9M	+$2.11M	4	8.86%	Increased
1037	GWM Greenwich Wealth Management Greenwich, Connecticut	$40.9M	-$46.5K	4	1.49%	Reduced
1038	VCM Violich Capital Management San Francisco, California	$40.9M	-$2.28M	3	4.45%	Reduced
1039	Equitable Holdings New York	$40.9M	-$1.77M	8	0.24%	Reduced
1040	Covea Finance Paris, France	$40.6M	-$7.19M	1	1.28%	Reduced
1041	MPPLM Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin	$40.4M	+$433K	4	7.91%	Increased
1042	Aequim Alternative Investments Mill Valley, California	$40.4M	+$2.02M	1	0.63%	Increased
1043	AFA Abacus FCF Advisors Orlando, Florida	$40.3M	-$8.71M	2	7.4%	Reduced
1044	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$40.3M	-$562K	4	3.89%	Reduced
1045	ET Equitable Trust Nashville, Tennessee	$40.2M	-$2.9M	4	1.68%	Reduced
1046	APWM Argonautica Private Wealth Management Wellesley, Massachusetts	$40M	-$159K	4	9.78%	Reduced
1047	GCM Genus Capital Management Vancouver, British Columbia, Canada	$40M	+$482K	4	3.93%	Increased
1048	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$39.9M	-$2.17M	3	5.27%	Reduced
1049	LI Leeward Investments Boston, Massachusetts	$39.8M	-$545K	1	1.81%	Reduced
1050	HIS Horizon Investment Services Hammond, Indiana	$39.8M	-$538K	4	11.06%	Reduced