← 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
1076	Ancora Advisors Cleveland, Ohio	$37.8M	-$5.69M	8	0.73%	Reduced
1077	CD Chapin Davis Baltimore, Maryland	$37.7M	+$1.59M	3	6.63%	Increased
1078	Mather Group Chicago, Illinois	$37.7M	-$83.9K	9	0.33%	Reduced
1079	EPW Evolve Private Wealth Los Angeles, California	$37.4M	-$1.78M	6	2.29%	Reduced
1080	FFA First Foundation Advisors Irvine, California	$37.3M	-$1.58M	4	1.34%	Reduced
1081	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$37.1M	-$1.62M	2	5.05%	Reduced
1082	HIM HughesLittle Investment Management Vancouver,	$37M	-$581K	1	6.41%	Reduced
1083	OneDigital Investment Advisors Overland Park, Kansas	$36.9M	-$3.65K	9	0.31%	Reduced
1084	FVWA Foster Victor Wealth Advisors Greenville, South Carolina	$36.8M	-$6.19M	2	1.93%	Reduced
1085	Forvis Mazars Wealth Advisors Springfield, Missouri	$36.8M	-$822K	4	0.61%	Reduced
1086	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$36.7M	-$1.4M	5	1.21%	Reduced
1087	DGM Delta Global Management New York	$36.6M	-$21.5M	1	3.97%	Reduced
1088	GH GAM Holding Zurich, Switzerland	$36.4M	+$395K	2	2.79%	Increased
1089	AT Avalon Trust Santa Fe, New Mexico	$36.4M	-$130K	4	2.24%	Reduced
1090	SCA Snowden Capital Advisors New York	$36.4M	+$566K	5	0.86%	Increased
1091	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$36.4M	+$9.01M	3	3.45%	Increased
1092	CCM Cantillon Capital Management New York	$36.3M	-$679M	1	5.45%	Reduced
1093	WHGC Wealth High Governance Capital Sao Paulo, Brazil	$36.1M	+$23.6M	3	10.79%	New
1094	AWA Aaron Wealth Advisors Chicago, Illinois	$36M	-$36K	5	1.83%	Reduced
1095	NB Northwest Bancshares Warren, Pennsylvania	$35.9M	-$3.66M	4	6.47%	Reduced
1096	Mubadala Investment Company Abu Dhabi, United Arab Emirates	$35.8M	+$1.05M	2	0.1%	Increased
1097	WI Wahed Invest New York	$35.8M	-$1.34M	3	3.74%	Reduced
1098	FSA Franklin Street Advisors Chapel Hill, North Carolina	$35.6M	+$20.4M	5	1.99%	Increased
1099	WAM Weatherly Asset Management Del Mar, California	$35.6M	-$422K	3	2.53%	Reduced
1100	SSI Scott & Selber Inc Houston, Texas	$35.6M	-$10.4K	2	7.51%	Reduced