← 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	CPA Court Place Advisors Ellicott City, Maryland	$545K	$0	1	0.26%	Maintained
1052	LCM Logan Capital Management Newtown Square, Pennsylvania	$544K	$0	1	0.04%	Maintained
1053	MLM Mount Lucas Management Newtown, Pennsylvania	$542K	+$357K	2	0.1%	Increased
1054	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$541K	-$276K	1	0.23%	Reduced
1055	GW & Wade Wellesley, Massachusetts	$539K	+$293	1	0.07%	Increased
1056	CMANY Capital Management Associates (New York) New York	$538K	+$606K	1	0.81%	New
1057	AIM Acrospire Investment Management Chicago, Illinois	$536K	+$62.4K	13	0.5%	Increased
1058	Park National Corp Newark, Ohio	$531K	-$41.8K	1	0.03%	Reduced
1059	SignatureFD Atlanta, Georgia	$528K	+$264K	2	0.08%	Increased
1060	Independent Advisor Alliance Charlotte, North Carolina	$526K	+$264K	1	0.17%	Increased
1061	CCM Condor Capital Management Martinsville, New Jersey	$519K	$0	2	0.11%	Maintained
1062	BFG Beacon Financial Group Dallas, Texas	$516K	-$201K	1	0.1%	Reduced
1063	TCM Tradewinds Capital Management Bellingham, Washington	$516K	-$33.8K	3	0.27%	Reduced
1064	MCA Morris Capital Advisors Malvern, Pennsylvania	$510K	-$2.21K	1	0.36%	Reduced
1065	CCI Credit Capital Investments Livingston, New Jersey	$509K	-$58.7K	1	0.68%	Reduced
1066	WA WFG Advisors Dallas, Texas	$506K	+$89.6K	4	0.11%	Increased
1067	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$504K	+$339K	6	0.09%	Increased
1068	TDC Thompson Davis & Co Richmond, Virginia	$501K	-$106K	8	0.8%	Reduced
1069	Fulton Bank Lancaster, Pennsylvania	$498K	-$22.4K	1	0.04%	Reduced
1070	PCM Parsons Capital Management Providence, Rhode Island	$498K	+$33.1K	1	0.06%	Increased
1071	PFA Paradigm Financial Advisors Des Peres, Missouri	$496K	$0	1	0.25%	Maintained
1072	WPP Whalerock Point Partners Providence, Rhode Island	$496K	+$250K	2	0.18%	Increased
1073	Scharf Investments Los Gatos, California	$495K	+$513K	1	0.01%	New
1074	Stratos Wealth Partners Beachwood, Ohio	$490K	+$100K	1	0.03%	Increased
1075	WCA Westover Capital Advisors Wilmington, Delaware	$490K	-$3.18K	2	0.32%	Reduced