← 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	MLM Mount Lucas Management Newtown, Pennsylvania	$183K	+$17.4K	1	0.03%	Increased
1052	OC Oakworth Capital Birmingham, Alabama	$180K	+$6.19K	3	0.07%	Increased
1053	Signature Estate & Investment Advisors Los Angeles, California	$177K	+$169K	1	0.03%	New
1054	WIA Westbourne Investment Advisors Annapolis, Maryland	$174K	+$160K	1	0.16%	New
1055	FO FT Options Chicago, Illinois	$159K	+$156K	2	0.14%	New
1056	LWM LBA Wealth Management Jacksonville, Florida	$150K	+$21.5K	2	0.08%	Increased
1057	OAM Orinda Asset Management Lafayette, California	$134K	$0	1	0.15%	Maintained
1058	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$128K	-$141K	1	0.01%	Reduced
1059	Advisory Services Network Atlanta, Georgia	$127K	+$3.12K	4	0.03%	Increased
1060	WC Whitnell & Co Oak Brook, Illinois	$127K	+$3.11K	2	0.04%	Increased
1061	FPB First PREMIER Bank Sioux Falls, South Dakota	$120K	+$110K	1	0.09%	New
1062	Global X Management Company New York	$120K	+$49.5K	3	0.01%	Increased
1063	CYG Clean Yield Group Norwich, Vermont	$119K	+$15.4K	1	0.05%	Increased
1064	IMAS ID Management A/S Randers, Denmark	$119K	$0	1	0.04%	Maintained
1065	AIM Anchor Investment Management Columbia, South Carolina	$114K	+$10.4K	1	0.04%	Increased
1066	AF Arrow Financial Glens Falls, New York	$111K	$0	1	0.03%	Maintained
1067	AIM Advantage Investment Management Cedar Rapids, Iowa	$110K	+$16.1K	3	0.05%	Increased
1068	Allworth Financial Folsom, California	$109K	$0	3	0.01%	Maintained
1069	KT Kanaly Trust Houston, Texas	$106K	+$4.93K	4	0.02%	Increased
1070	RWA Ropes Wealth Advisors Boston, Massachusetts	$106K	+$68.2K	3	0.04%	Increased
1071	CPA Cowen Prime Advisors New York	$103K	-$15K	2	0.05%	Reduced
1072	FNYS First New York Securities New York	$103K	-$50.7K	1	0.06%	Reduced
1073	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$101K	+$19.3K	6	0.1%	Increased
1074	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$96K	-$18.5K	1	0.1%	Reduced
1075	MCF Advisors Covington, Kentucky	$95K	-$30K	2	0.02%	Reduced