← 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	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$427K	+$12.2K	5	0.06%	Increased
1027	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$427K	+$329K	5	0.2%	Increased
1028	CPA Court Place Advisors Ellicott City, Maryland	$426K	-$3.04K	1	0.22%	Reduced
1029	PIM Partner Investment Management San Francisco, California	$421K	+$397K	1	0.56%	New
1030	DAM Delta Asset Management Memphis, Tennessee	$415K	-$4.52M	4	0.07%	Reduced
1031	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$413K	-$27.5K	1	0.09%	Reduced
1032	IWA Intercontinental Wealth Advisors San Antonio, Texas	$409K	-$3.67K	1	0.26%	Reduced
1033	OIA Optimum Investment Advisors Chicago, Illinois	$407K	$0	1	0.15%	Maintained
1034	MCA Morris Capital Advisors Malvern, Pennsylvania	$406K	-$700	1	0.28%	Reduced
1035	CVM Cheviot Value Management Beverly Hills, California	$404K	+$381K	1	0.24%	New
1036	CIAN Capstone Investment Advisors (Netherlands) New York	$392K	+$400K	1	0.66%	New
1037	FRM Fox Run Management Greenwich, Connecticut	$392K	+$36.1K	1	0.21%	Increased
1038	GW & Wade Wellesley, Massachusetts	$389K	$0	1	0.06%	Maintained
1039	Park National Corp Newark, Ohio	$389K	+$6.21K	1	0.02%	Increased
1040	Atria Investments Charlotte, North Carolina	$388K	+$27K	1	0.03%	Increased
1041	PFA Paradigm Financial Advisors Des Peres, Missouri	$387K	+$365K	1	0.21%	New
1042	Signature Estate & Investment Advisors Los Angeles, California	$385K	+$13K	1	0.05%	Increased
1043	VFA Voya Financial Advisors Windsor, Connecticut	$379K	-$36.8K	1	0.03%	Reduced
1044	Wedbush Securities Los Angeles, California	$379K	+$357K	1	0.06%	New
1045	Global Retirement Partners San Rafael, California	$366K	+$345K	3	0.25%	New
1046	LI LVZ Inc Holland, Michigan	$365K	$0	2	0.15%	Maintained
1047	BII Bainco International Investors Boston, Massachusetts	$357K	$0	1	0.06%	Maintained
1048	FIB First Interstate Bank Billings, Montana	$348K	-$356K	6	0.07%	Reduced
1049	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$347K	-$1.89K	1	0.08%	Reduced
1050	TDC Thompson Davis & Co Richmond, Virginia	$344K	-$6.23K	7	0.57%	Reduced