← 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	CA Cornerstone Advisory Hunt Valley, Maryland	$306K	$0	1	0.25%	Maintained
1027	NPPM North Point Portfolio Managers Orange Village, Ohio	$306K	$0	1	0.06%	Maintained
1028	Guardian Capital (Canada) Toronto, Ontario, Canada	$303K	-$208K	1	0%	Reduced
1029	LBC Lowe Brockenbrough & Co Richmond, Virginia	$303K	-$65.7K	1	0.05%	Reduced
1030	North Star Asset Management Neenah, Wisconsin	$301K	$0	1	0.03%	Maintained
1031	KM Kalos Management Alpharetta, Georgia	$298K	-$73.1K	1	0.25%	Reduced
1032	EGA E&G Advisors Houston, Texas	$294K	-$9.1K	1	0.17%	Reduced
1033	WA WealthTrust Axiom Wayne, Pennsylvania	$287K	+$4.26K	1	0.11%	Increased
1034	Citizens Financial Group Providence, Rhode Island	$285K	-$180K	3	0.03%	Reduced
1035	HCMT Highland Capital Management (Texas) Dallas, Texas	$284K	+$273K	1	0.01%	New
1036	MCM Mengis Capital Management Portland, Oregon	$283K	-$78K	1	0.24%	Reduced
1037	Williams Jones & Associates New York	$280K	$0	1	0.01%	Maintained
1038	HM Payson & Co Portland, Maine	$278K	$0	1	0.01%	Maintained
1039	WhitTier Trust Company Reno, Nevada	$278K	$0	4	0.03%	Maintained
1040	Quadrant Capital Group Cincinnati, Ohio	$277K	+$5.44K	10	0.18%	Increased
1041	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$274K	+$253K	1	0.25%	New
1042	MPAM Monarch Partners Asset Management Boston, Massachusetts	$272K	-$60.9K	1	0.03%	Reduced
1043	B Bellecapital Zurich, Switzerland	$271K	$0	1	0.3%	Maintained
1044	AW Alpha Windward Westwood, Massachusetts	$270K	-$3.77K	2	0.19%	Reduced
1045	MCM Manchester Capital Management Manchester, Vermont	$270K	-$4.82K	2	0.04%	Reduced
1046	CC Courier Capital Buffalo, New York	$269K	-$30.8K	1	0.05%	Reduced
1047	SSG Summit Securities Group New York	$269K	-$501K	1	0.09%	Reduced
1048	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$268K	+$148K	6	0.23%	Increased
1049	Homrich & Berg Atlanta, Georgia	$267K	+$1.06K	1	0.02%	Increased
1050	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$266K	-$90.7K	1	0.13%	Reduced