← 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	Welch & Forbes Boston, Massachusetts	$90K	$0	1	0%	Maintained
1077	ATC Adirondack Trust Company Saratoga Springs, New York	$89K	$0	1	0.06%	Maintained
1078	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$86K	+$64K	4	0.02%	Increased
1079	NYLT New York Life Trust New York	$85K	+$28K	2	0.41%	Increased
1080	Bessemer Group Woodbridge, New Jersey	$82K	-$1.04M	4	0%	Reduced
1081	MUS Mitsubishi UFJ Securities Tokyo, Japan	$79K	+$54.5K	2	0.14%	Increased
1082	PCTC Perkins Coie Trust Company Seattle, Washington	$78K	+$4.41K	2	0.05%	Increased
1083	PCP Proficio Capital Partners Newton, Massachusetts	$77K	+$22.2K	4	0.05%	Increased
1084	GAM Gemmer Asset Management Walnut Creek, California	$73K	+$2.67K	7	0.04%	Increased
1085	ZB Zions Bancorporation Salt Lake City, Utah	$73K	-$2.65K	5	0.01%	Reduced
1086	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$72K	+$8.94K	4	0.04%	Increased
1087	PMFA Plante Moran Financial Advisors Southfield, Michigan	$69K	+$41.9K	6	0.05%	Increased
1088	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$68K	-$55.7K	5	0.03%	Reduced
1089	VWM Valley Wealth Managers Paramus, New Jersey	$62K	+$57.4K	1	0.01%	New
1090	Krilogy Financial St. Louis, Missouri	$57K	$0	1	0.02%	Maintained
1091	HR Howe & Rusling Rochester, New York	$56K	+$646	6	0.01%	Increased
1092	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$55K	+$51.1K	3	0.03%	New
1093	Rockefeller Financial Services New York	$55K	$0	1	0%	Maintained
1094	FPC Falcon Point Capital San Francisco, California	$54K	$0	1	0.01%	Maintained
1095	WAS Winch Advisory Services Appleton, Wisconsin	$54K	-$12K	2	0.07%	Reduced
1096	CB Community Bank Dewitt, New York	$52K	$0	2	0.01%	Maintained
1097	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$51K	-$1.15K	5	0.03%	Reduced
1098	HPBT High Point Bank & Trust High Point, North Carolina	$50K	+$17K	2	0.01%	Increased
1099	DVM Dreman Value Management West Palm Beach, Florida	$49K	-$11.4K	1	0.03%	Reduced
1100	ECM Estabrook Capital Management New York	$46.3K	-$65.4K	2	0.01%	Reduced