← 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	PL Parkwood LLC Cleveland, Ohio	$875K	-$732K	3	0.13%	Reduced
1027	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$870K	+$1.18K	4	0.38%	Increased
1028	BWM BerganKDV Wealth Management Bloomington, Minnesota	$861K	+$14.8K	2	0.22%	Increased
1029	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$859K	$0	3	0.68%	Maintained
1030	PC Palo Capital Newport Beach, California	$857K	+$1.53K	1	0.45%	Increased
1031	SCP Syntal Capital Partners Midland, Texas	$852K	-$983K	1	0.61%	Reduced
1032	SIC Shoker Investment Counsel Oxford, Ohio	$849K	-$92.5K	1	0.64%	Reduced
1033	WCM Washington Capital Management Seattle, Washington	$841K	-$162K	2	0.89%	Reduced
1034	BC Banced Corp Edwardsville, Illinois	$838K	+$727K	1	1.46%	New
1035	PIM Penobscot Investment Management Boston, Massachusetts	$833K	$0	1	0.25%	Maintained
1036	ACM Americafirst Capital Management Roseville, California	$830K	+$307K	2	1.12%	Increased
1037	WA Winfield Associates Cleveland, Ohio	$829K	+$84.5K	4	0.44%	Increased
1038	SWA Sutton Wealth Advisors Tampa, Florida	$827K	-$28.6K	8	0.63%	Reduced
1039	OIA Optimum Investment Advisors Chicago, Illinois	$823K	+$24.3K	1	0.28%	Increased
1040	AOWM Alpha Omega Wealth Management Richmond, Virginia	$814K	-$24.6K	2	0.41%	Reduced
1041	Thompson Siegel & Walmsley Richmond, Virginia	$810K	-$23.4M	4	0.01%	Reduced
1042	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$809K	-$247K	1	0.56%	Reduced
1043	NAP New Amsterdam Partners New York	$803K	$0	1	0.17%	Maintained
1044	SI Shaker Investments Cleveland, Ohio	$800K	+$820K	1	0.56%	New
1045	Geneos Wealth Management Englewood, Colorado	$787K	-$81.1K	10	0.08%	Reduced
1046	ARK Investment Management St. Petersburg, Florida	$784K	+$24.8K	1	0.1%	Increased
1047	Eagle Global Advisors Houston, Texas	$781K	-$36.7K	1	0.02%	Reduced
1048	TCM Tegean Capital Management New York	$781K	+$678K	1	0.41%	New
1049	BTNA Bremer Trust National Association St. Cloud, Minnesota	$775K	-$69.1K	1	0.22%	Reduced
1050	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$775K	+$80.9K	1	0.32%	Increased