← 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	MFW Meristem Family Wealth Minnetonka, Minnesota	$224K	+$207K	1	0.09%	New
1077	WPC Waters Parkerson & Co New Orleans, Louisiana	$224K	+$207K	1	0.02%	New
1078	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$223K	+$207K	1	0.04%	New
1079	SIM SSI Investment Management Los Angeles, California	$223K	-$2.09K	1	0.02%	Reduced
1080	GC Gratry & Company Beachwood, Ohio	$222K	$0	1	0.17%	Maintained
1081	HH Hilltop Holdings Dallas, Texas	$221K	-$8.19K	1	0.07%	Reduced
1082	UBWV United Bank (West Virginia) Parkersburg, West Virginia	$221K	$0	1	0.1%	Maintained
1083	GLI Guardian Life Insurance New York	$219K	-$122K	3	0.02%	Reduced
1084	WIA Westbourne Investment Advisors Annapolis, Maryland	$219K	$0	1	0.19%	Maintained
1085	OC Oakworth Capital Birmingham, Alabama	$218K	+$12.9K	4	0.08%	Increased
1086	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$217K	+$201K	1	0.14%	New
1087	CWA Cypress Wealth Advisors San Francisco, California	$216K	-$79.9K	1	0.1%	Reduced
1088	BW Bison Wealth Atlanta, Georgia	$213K	+$197K	1	0.18%	New
1089	Brown Brothers Harriman & Co New York	$210K	$0	3	0%	Maintained
1090	Grimes & Company Westborough, Massachusetts	$210K	+$195K	1	0.03%	New
1091	CL CPWM LLC Seattle, Washington	$208K	+$199K	1	0.05%	New
1092	TIA Tiemann Investment Advisors Menlo Park, California	$208K	+$193K	1	0.19%	New
1093	WCM Windsor Capital Management Phoenix, Arizona	$205K	+$190K	1	0.11%	New
1094	Advisory Services Network Atlanta, Georgia	$202K	+$44.3K	5	0.04%	Increased
1095	Eastern Bank Boston, Massachusetts	$201K	+$186K	1	0.02%	New
1096	IB Intrust Bank Wichita, Kansas	$201K	+$193K	1	0.08%	New
1097	MUS Mitsubishi UFJ Securities Tokyo, Japan	$196K	+$91.2K	2	1.03%	Increased
1098	SBA Seven Bridges Advisors New York	$181K	-$29.4K	1	0.16%	Reduced
1099	LOAMU Lombard Odier Asset Management (USA) New York	$174K	-$2.7M	1	0.02%	Reduced
1100	First Horizon Advisors Memphis, Tennessee	$171K	-$121K	5	0.02%	Reduced