← 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	VCM Versant Capital Management Phoenix, Arizona	$344K	+$38.2K	10	0.2%	Increased
1052	Sigma Planning Corp Ann Arbor, Michigan	$342K	-$29.2K	1	0.04%	Reduced
1053	AAP Ardsley Advisory Partners Stamford, Connecticut	$337K	+$314K	1	0.06%	New
1054	Prospera Financial Services Dallas, Texas	$337K	+$60.1K	1	0.07%	Increased
1055	CA Cornerstone Advisory Hunt Valley, Maryland	$328K	$0	1	0.25%	Maintained
1056	EGA E&G Advisors Houston, Texas	$328K	$0	1	0.19%	Maintained
1057	ARK Investment Management St. Petersburg, Florida	$327K	+$306K	1	0.12%	New
1058	Granahan Investment Management Waltham, Massachusetts	$327K	+$66.4K	1	0.01%	Increased
1059	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$326K	+$313K	1	0.09%	New
1060	MIC Meridian Investment Counsel Lafayette, California	$326K	-$17.3K	1	0.22%	Reduced
1061	Homrich & Berg Atlanta, Georgia	$324K	+$47.1K	1	0.03%	Increased
1062	BCA Benchmark Capital Advisors New York	$323K	+$304K	1	0.27%	New
1063	North Star Asset Management Neenah, Wisconsin	$323K	$0	1	0.04%	Maintained
1064	Quadrant Capital Group Cincinnati, Ohio	$323K	+$19.3K	10	0.16%	Increased
1065	Welch & Forbes Boston, Massachusetts	$319K	+$195K	2	0.01%	Increased
1066	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$318K	+$300K	1	0.03%	New
1067	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$318K	-$38.5K	1	0.03%	Reduced
1068	WhitTier Trust Company Reno, Nevada	$308K	$0	4	0.03%	Maintained
1069	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$306K	+$288K	1	0.04%	New
1070	ACM Americafirst Capital Management Roseville, California	$306K	+$297K	1	0.32%	New
1071	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$305K	+$18.1K	6	0.26%	Increased
1072	Mirae Asset Global Investments Seoul, South Korea	$302K	-$424K	1	0.01%	Reduced
1073	Williams Jones & Associates New York	$300K	$0	1	0.01%	Maintained
1074	Forvis Mazars Wealth Advisors Springfield, Missouri	$298K	-$42.3K	1	0.04%	Reduced
1075	KIA KCM Investment Advisors Greenbrae, California	$298K	-$164K	1	0.02%	Reduced