← 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	Global Retirement Partners San Rafael, California	$440K	+$27.2K	4	0.25%	Increased
1052	LMR Partners London, United Kingdom	$435K	-$3.35M	1	0.04%	Reduced
1053	CIAN Capstone Investment Advisors (Netherlands) New York	$434K	$0	1	1.23%	Maintained
1054	TC Telemus Capital Southfield, Michigan	$433K	+$400K	1	0.05%	New
1055	DCM Dialectic Capital Management Norwalk, Connecticut	$432K	-$642K	1	0.28%	Reduced
1056	BCM Bluefin Capital Management New York	$428K	+$406K	1	0.06%	New
1057	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$428K	+$395K	1	0.38%	New
1058	DAM Delta Asset Management Memphis, Tennessee	$427K	-$61.2K	4	0.07%	Reduced
1059	Ferguson Wellman Capital Management Portland, Oregon	$426K	+$62.6K	1	0.02%	Increased
1060	AIM Advantage Investment Management Cedar Rapids, Iowa	$423K	+$208K	5	0.17%	Increased
1061	Quadrant Capital Group Cincinnati, Ohio	$423K	+$40.8K	10	0.19%	Increased
1062	Ballentine Partners Waltham, Massachusetts	$420K	+$386K	1	0.03%	New
1063	FFEC First Financial Equity Corporation Scottsdale, Arizona	$420K	+$388K	1	0.07%	New
1064	CVM Cheviot Value Management Beverly Hills, California	$410K	-$71.8K	1	0.23%	Reduced
1065	CA Cornerstone Advisory Hunt Valley, Maryland	$395K	$0	1	0.2%	Maintained
1066	TC TFS Capital West Chester, Pennsylvania	$392K	-$176K	2	0.13%	Reduced
1067	Forvis Mazars Wealth Advisors Springfield, Missouri	$391K	+$26.3K	1	0.05%	Increased
1068	North Star Asset Management Neenah, Wisconsin	$389K	$0	1	0.04%	Maintained
1069	LI LVZ Inc Holland, Michigan	$388K	-$43K	1	0.14%	Reduced
1070	Homrich & Berg Atlanta, Georgia	$387K	+$3.81K	1	0.03%	Increased
1071	SC SRB Corp Boston, Massachusetts	$387K	+$162K	2	0.05%	Increased
1072	Churchill Management Los Angeles, California	$386K	+$356K	1	0.01%	New
1073	DCM Dynamic Capital Management St. Helier, Jersey	$385K	-$97.3K	1	0.06%	Reduced
1074	Welch & Forbes Boston, Massachusetts	$385K	+$15.9K	2	0.01%	Increased
1075	WA WFG Advisors Dallas, Texas	$383K	-$1.59M	4	0.1%	Reduced