← 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	CC Cipher Capital New York	$297K	-$5.37M	1	0.02%	Reduced
1077	Ferguson Wellman Capital Management Portland, Oregon	$297K	+$280K	1	0.01%	New
1078	HM Payson & Co Portland, Maine	$297K	$0	1	0.01%	Maintained
1079	SCM SOL Capital Management Rockville, Maryland	$294K	-$48.7K	1	0.09%	Reduced
1080	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$293K	$0	1	0.27%	Maintained
1081	RR Robotti Robert	$292K	$0	1	0.09%	Maintained
1082	B Bellecapital Zurich, Switzerland	$290K	$0	1	0.26%	Maintained
1083	MCM Manchester Capital Management Manchester, Vermont	$289K	-$10.2K	2	0.04%	Reduced
1084	MCM Mengis Capital Management Portland, Oregon	$287K	-$15.2K	1	0.23%	Reduced
1085	IB Intrust Bank Wichita, Kansas	$284K	+$57.2K	1	0.11%	Increased
1086	Destination Wealth Management Walnut Creek, California	$283K	-$154K	1	0.02%	Reduced
1087	Citizens Financial Group Providence, Rhode Island	$281K	-$19.4K	3	0.03%	Reduced
1088	RWA Ropes Wealth Advisors Boston, Massachusetts	$279K	+$204K	4	0.09%	Increased
1089	WAM Weatherly Asset Management Del Mar, California	$276K	-$20.1K	1	0.09%	Reduced
1090	PFM Parsec Financial Management Asheville, North Carolina	$269K	$0	1	0.02%	Maintained
1091	GWM GSB Wealth Management Guilford, Connecticut	$268K	+$274K	1	1.05%	New
1092	CL CSS LLC Chicago, Illinois	$267K	$0	1	0.01%	Maintained
1093	GCMG Gyroscope Capital Management Group Naples, Florida	$267K	+$259K	1	0.18%	New
1094	NFG Next Financial Group Houston, Texas	$267K	-$7.4K	5	0.05%	Reduced
1095	LCP Legacy Capital Partners Milwaukee, Wisconsin	$266K	+$11.1K	1	0.16%	Increased
1096	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$264K	-$22.6K	2	0.07%	Reduced
1097	WOC West Oak Capital Westlake Village, California	$264K	-$20.1K	2	0.18%	Reduced
1098	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$264K	+$9.71K	1	0.02%	Increased
1099	LBC Lowe Brockenbrough & Co Richmond, Virginia	$262K	-$32.7K	1	0.04%	Reduced
1100	Soros Fund Management New York	$260K	-$21.1M	1	0.01%	Reduced