← 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	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$227K	+$209K	1	0.03%	New
1027	WAM Weatherly Asset Management Del Mar, California	$226K	-$13.5K	1	0.07%	Reduced
1028	WOC West Oak Capital Westlake Village, California	$225K	$0	2	0.16%	Maintained
1029	Williams Jones & Associates New York	$223K	+$205K	1	0.01%	New
1030	AW Alpha Windward Westwood, Massachusetts	$221K	+$19.6K	2	0.16%	Increased
1031	HM Payson & Co Portland, Maine	$221K	-$201K	1	0.01%	Reduced
1032	QC QCM Cayman Houston, Texas	$218K	+$209K	1	0.09%	New
1033	B Bellecapital Zurich, Switzerland	$216K	+$199K	1	0.24%	New
1034	NA Navellier & Associates Reno, Nevada	$211K	+$207K	1	0.03%	New
1035	IAS IMA Advisory Services Denver, Colorado	$207K	+$191K	1	0.13%	New
1036	HH Hilltop Holdings Dallas, Texas	$204K	+$195K	1	0.06%	New
1037	PFM Parsec Financial Management Asheville, North Carolina	$204K	+$188K	1	0.02%	New
1038	Sigma Planning Corp Ann Arbor, Michigan	$204K	+$188K	1	0.03%	New
1039	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$203K	-$34.1K	1	0.04%	Reduced
1040	RR Robotti Robert	$202K	-$905K	1	0.07%	Reduced
1041	SM Southport Management Wilson, Wyoming	$202K	$0	1	0.41%	Maintained
1042	GC Gratry & Company Beachwood, Ohio	$201K	$0	1	0.16%	Maintained
1043	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$201K	+$181K	1	0.02%	New
1044	SIM SSI Investment Management Los Angeles, California	$200K	+$192K	1	0.02%	New
1045	TDC Thompson Davis & Co Richmond, Virginia	$196K	+$41.8K	6	0.31%	Increased
1046	VCM Versant Capital Management Phoenix, Arizona	$195K	-$8.77K	9	0.12%	Reduced
1047	ACM Americafirst Capital Management Roseville, California	$194K	+$226K	1	0.13%	New
1048	Brown Brothers Harriman & Co New York	$194K	+$8.34K	3	0%	Increased
1049	ED Exane Derivatives Paris, France	$194K	-$15.3M	1	0.03%	Reduced
1050	SBA Seven Bridges Advisors New York	$191K	+$35K	1	0.16%	Increased