← 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	WAM Weatherly Asset Management Del Mar, California	$266K	+$10.3K	1	0.09%	Increased
1052	WOC West Oak Capital Westlake Village, California	$264K	-$4.88K	2	0.18%	Reduced
1053	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$264K	-$17.1K	3	0.08%	Reduced
1054	Caprock Group Boise, Idaho	$260K	+$241K	1	0.06%	New
1055	FPFS First Personal Financial Services Charlotte, North Carolina	$259K	-$19.5K	6	0.08%	Reduced
1056	VCM Versant Capital Management Phoenix, Arizona	$257K	+$16.7K	9	0.15%	Increased
1057	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$256K	+$237K	1	0.19%	New
1058	Prospera Financial Services Dallas, Texas	$256K	+$237K	1	0.05%	New
1059	RR Robotti Robert	$252K	$0	1	0.09%	Maintained
1060	PFM Parsec Financial Management Asheville, North Carolina	$251K	-$5.3K	1	0.02%	Reduced
1061	Granahan Investment Management Waltham, Massachusetts	$250K	+$241K	1	0.01%	New
1062	NFG Next Financial Group Houston, Texas	$250K	-$84K	6	0.05%	Reduced
1063	SM Southport Management Wilson, Wyoming	$249K	$0	1	0.49%	Maintained
1064	HCM Herndon Capital Management Atlanta, Georgia	$244K	-$246K	3	0.01%	Reduced
1065	MC Moors & Cabot Boston, Massachusetts	$240K	-$471K	1	0.04%	Reduced
1066	Weiss Asset Management Boston, Massachusetts	$239K	+$221K	1	0.04%	New
1067	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$237K	+$219K	1	0.02%	New
1068	Whittier Trust South Pasadena, California	$236K	-$76.1K	5	0.01%	Reduced
1069	IIM Ironwood Investment Management Boston, Massachusetts	$232K	-$57.7K	1	0.18%	Reduced
1070	RHBC R.H. Bluestein & Co Birmingham, Michigan	$232K	$0	1	0.02%	Maintained
1071	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$230K	+$217K	2	0.07%	New
1072	RGNCM R.G. Niederhoffer Capital Management New York	$229K	+$212K	1	1.11%	New
1073	Stratos Wealth Partners Beachwood, Ohio	$229K	+$212K	1	0.02%	New
1074	LCP Legacy Capital Partners Milwaukee, Wisconsin	$226K	$0	1	0.14%	Maintained
1075	CL CSS LLC Chicago, Illinois	$224K	-$39.7K	1	0.01%	Reduced