← 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	Eagle Global Advisors Houston, Texas	$673K	+$14.5K	2	0.02%	Increased
1027	VI Versor Investments New York	$670K	+$705K	2	0.18%	New
1028	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$668K	+$123K	2	0.03%	Increased
1029	MAA Mraz Amerine & Associates Modesto, California	$668K	$0	1	0.21%	Maintained
1030	PIM Penobscot Investment Management Boston, Massachusetts	$661K	$0	1	0.21%	Maintained
1031	PAG Private Advisory Group Redmond, Washington	$661K	+$691K	2	0.39%	New
1032	CCB Cutter & Co Brokerage Ballwin, Missouri	$656K	+$5.13K	1	0.26%	Increased
1033	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$656K	+$292K	1	0.42%	Increased
1034	Ballentine Partners Waltham, Massachusetts	$652K	+$111K	2	0.05%	Increased
1035	IIM Ironwood Investment Management Boston, Massachusetts	$645K	+$344K	2	0.47%	Increased
1036	NAP New Amsterdam Partners New York	$637K	+$4.46K	1	0.14%	Increased
1037	MC Moors & Cabot Boston, Massachusetts	$636K	-$292K	1	0.11%	Reduced
1038	Simplicity Solutions Minneapolis, Minnesota	$622K	-$18.6K	1	0.07%	Reduced
1039	AIM Advantage Investment Management Cedar Rapids, Iowa	$616K	+$184K	7	0.22%	Increased
1040	IPC Independent Portfolio Consultants Boca Raton, Florida	$615K	-$1.02M	3	0.26%	Reduced
1041	Rothschild & Co Asset Management US Stamford, Connecticut	$615K	-$29.6K	1	0.01%	Reduced
1042	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$613K	$0	2	0.12%	Maintained
1043	BW Gestao de Investimentos Sao Paulo, Brazil	$612K	$0	1	0.16%	Maintained
1044	OIA Optimum Investment Advisors Chicago, Illinois	$607K	+$66K	1	0.21%	Increased
1045	WA Winfield Associates Cleveland, Ohio	$582K	+$200K	4	0.32%	Increased
1046	FRM Fox Run Management Greenwich, Connecticut	$564K	-$1.16M	2	0.19%	Reduced
1047	MCP Mirador Capital Partners Pleasanton, California	$562K	$0	1	0.34%	Maintained
1048	SLG Stanley-Laman Group Berwyn, Pennsylvania	$550K	+$8.46K	1	0.15%	Increased
1049	AA Apriem Advisors Irvine, California	$549K	-$2K	1	0.15%	Reduced
1050	Brown Brothers Harriman & Co New York	$545K	+$73.5K	4	0%	Increased