← 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	SEC Seven Eight Capital New York	$516K	-$310K	2	0.1%	Reduced
1027	CPA Court Place Advisors Ellicott City, Maryland	$513K	$0	1	0.25%	Maintained
1028	CCI Credit Capital Investments Livingston, New Jersey	$513K	+$470K	1	0.55%	New
1029	SLG Stanley-Laman Group Berwyn, Pennsylvania	$510K	-$127K	1	0.14%	Reduced
1030	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$509K	+$114K	2	0.04%	Increased
1031	Brown Brothers Harriman & Co New York	$503K	+$192K	4	0%	Increased
1032	FIB First Interstate Bank Billings, Montana	$499K	+$23.5K	4	0.1%	Increased
1033	AIA Arrow Investment Advisors Laurel, Maryland	$495K	-$81.4K	1	0.17%	Reduced
1034	OIA Optimum Investment Advisors Chicago, Illinois	$494K	$0	1	0.18%	Maintained
1035	Nomura Holdings Tokyo, Japan	$492K	-$6.98M	2	0%	Reduced
1036	Fulton Bank Lancaster, Pennsylvania	$489K	+$452K	1	0.04%	New
1037	GW & Wade Wellesley, Massachusetts	$489K	+$15.5K	1	0.06%	Increased
1038	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$486K	-$13.5K	1	0.1%	Reduced
1039	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$484K	+$448K	2	0.08%	New
1040	WCA Westover Capital Advisors Wilmington, Delaware	$483K	+$215K	2	0.32%	Increased
1041	MCA Morris Capital Advisors Malvern, Pennsylvania	$482K	-$6.43K	1	0.35%	Reduced
1042	PCM Parsons Capital Management Providence, Rhode Island	$475K	+$440K	1	0.06%	New
1043	PFA Paradigm Financial Advisors Des Peres, Missouri	$466K	$0	1	0.24%	Maintained
1044	Johnson Investment Counsel Cincinnati, Ohio	$465K	+$430K	2	0.01%	New
1045	GEM Global Endowment Management Charlotte, North Carolina	$462K	-$405K	1	0.07%	Reduced
1046	AIM Acrospire Investment Management Chicago, Illinois	$461K	-$427K	10	0.38%	Reduced
1047	HAM Highstreet Asset Management London, Ontario, Canada	$461K	-$571K	1	0.15%	Reduced
1048	VFA Voya Financial Advisors Windsor, Connecticut	$461K	+$8.83K	1	0.04%	Increased
1049	CCT Chemung Canal Trust Elmira, New York	$451K	-$606K	1	0.11%	Reduced
1050	FCG FrontFour Capital Group Greenwich, Connecticut	$451K	+$420K	1	0.12%	New