← 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
1051	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$39.7M	-$488K	3	2.38%	Reduced
1052	ICP Ironvine Capital Partners Omaha, Nebraska	$39.7M	-$1.13M	2	3.7%	Reduced
1053	CIM Contravisory Investment Management Norwell, Massachusetts	$39.7M	+$8.3M	7	7.01%	Increased
1054	PAG Private Advisory Group Redmond, Washington	$39.6M	-$1.52M	4	2.13%	Reduced
1055	Pine Valley Investments Marlton, New Jersey	$39.5M	-$1.49M	4	1.56%	Reduced
1056	TSS Two Sigma Securities New York	$39.3M	+$20.9M	8	3.39%	Increased
1057	CP CenterBook Partners Greenwich, Connecticut	$39.2M	-$43.3M	10	1.93%	Reduced
1058	Meridian Wealth Management Lexington, Kentucky	$39.2M	-$10.9M	5	1.21%	Reduced
1059	ESC Eurizon SLJ Capital London,	$39.1M	+$11M	3	14.42%	Increased
1060	Hillsdale Investment Management Toronto, Ontario, Canada	$39.1M	+$2.54M	7	0.89%	Increased
1061	LBC Lowe Brockenbrough & Co Richmond, Virginia	$39.1M	-$10.2M	2	1.74%	Reduced
1062	MK MASTERINVEST Kapitalanlage Vienna,	$39M	+$1.48M	3	3.35%	Increased
1063	Atomi Financial Group New York	$39M	+$3.24M	6	1.01%	Increased
1064	FDP Financiere des Professionnels Montreal, Quebec, Canada	$38.9M	-$292K	5	2.2%	Reduced
1065	MAM Melqart Asset Management London, United Kingdom	$38.9M	-$225K	2	3.7%	Reduced
1066	FRA Frank Rimerman Advisors Palo Alto, California	$38.9M	+$721K	7	2.2%	Increased
1067	CAM Covenant Asset Management Chester, New Jersey	$38.9M	-$568K	3	6.54%	Reduced
1068	GIP Gavilan Investment Partners Burlingame, California	$38.8M	$0	1	9.44%	Maintained
1069	CWM Compass Wealth Management Guilford, Connecticut	$38.8M	-$2.49M	3	7.34%	Reduced
1070	MB MidFirst Bank Oklahoma City, Oklahoma	$38.6M	+$202K	6	2.74%	Increased
1071	LTI Laffer Tengler Investments Nashville, Tennessee	$38.6M	-$8.33M	2	4.94%	Reduced
1072	Bradley Foster & Sargent Hartford, Connecticut	$38.5M	-$2.66M	4	0.55%	Reduced
1073	AWA Artemis Wealth Advisors New York	$38.3M	+$461K	3	4.59%	Increased
1074	Independent Financial Group San Diego, California	$38M	+$8.49M	7	0.71%	Increased
1075	WhitTier Trust Company Reno, Nevada	$38M	+$8.13M	5	0.71%	Increased