← 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	HF Hoxton Financial Shepherdstown, West Virginia	$25K	$0	1	0.01%	Maintained
1027	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$23K	$0	1	0.01%	Maintained
1028	ARMC American Research & Management Company Marion, Massachusetts	$22K	$0	1	0.01%	Maintained
1029	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$22K	-$51K	2	0.06%	Reduced
1030	NCM Nelson Capital Management Menlo Park, California	$22K	$0	1	0.01%	Maintained
1031	TFO Tarbox Family Office Newport Beach, California	$22K	$0	2	0.02%	Maintained
1032	TWM Torch Wealth Management Cincinnati, Ohio	$22K	-$4K	1	0.01%	Reduced
1033	Waverly Advisors Birmingham, Alabama	$22K	$0	2	0.01%	Maintained
1034	TCM Tributary Capital Management Omaha, Nebraska	$21K	+$18.9K	1	0%	New
1035	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$20K	$0	1	0.01%	Maintained
1036	Bartlett & Co Cincinnati, Ohio	$18K	-$81.6K	2	0%	Reduced
1037	HRIA Haberer Registered Investment Advisor Cincinnati, Ohio	$18K	+$737	2	0.01%	Increased
1038	BG Bollard Group Boston, Massachusetts	$16K	$0	1	0%	Maintained
1039	H Hexavest Montreal, Quebec, Canada	$16K	$0	1	0%	Maintained
1040	BRWM B. Riley Wealth Management Memphis, Tennessee	$15K	-$714	1	0.01%	Reduced
1041	CHC City Holding Co Charleston, West Virginia	$15K	$0	1	0.01%	Maintained
1042	CFS Community Financial System Syracuse, New York	$15K	$0	1	0%	Maintained
1043	IC IKOS CIF Limassol, Cyprus	$15K	-$961K	1	0.05%	Reduced
1044	DBT Dubuque Bank & Trust Dubuque, Iowa	$14K	$0	1	0%	Maintained
1045	ECM Exchange Capital Management Ann Arbor, Michigan	$14K	$0	1	0.01%	Maintained
1046	QAM QCI Asset Management Pittsford, New York	$13K	$0	1	0%	Maintained
1047	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$12K	+$9.91K	1	0.01%	New
1048	TCI Wealth Advisors Tucson, Arizona	$12K	-$2.45K	3	0.01%	Reduced
1049	FCCM First City Capital Management Savannah, Georgia	$11.5K	-$2.99K	2	0.01%	Reduced
1050	DSC Duncker Streett & Co St. Louis, Missouri	$11K	$0	1	0%	Maintained