← 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	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$381K	-$147K	5	0.05%	Reduced
1077	Sigma Planning Corp Ann Arbor, Michigan	$375K	-$34.6K	1	0.04%	Reduced
1078	Granahan Investment Management Waltham, Massachusetts	$373K	-$12.8K	1	0.04%	Reduced
1079	FWM Focused Wealth Management Newburgh, New York	$368K	-$316K	2	0.14%	Reduced
1080	HA Harfst & Associates Sheridan, Wyoming	$368K	+$340K	2	0.16%	New
1081	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$368K	$0	1	0.05%	Maintained
1082	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$366K	$0	6	0.2%	Maintained
1083	WA Winfield Associates Cleveland, Ohio	$366K	+$175K	3	0.21%	Increased
1084	RR Robotti Robert	$365K	$0	1	0.11%	Maintained
1085	MIC Meridian Investment Counsel Lafayette, California	$363K	$0	1	0.22%	Maintained
1086	Williams Jones & Associates New York	$362K	$0	1	0.01%	Maintained
1087	HM Payson & Co Portland, Maine	$359K	$0	1	0.02%	Maintained
1088	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$358K	+$37.3K	1	0.02%	Increased
1089	Stratos Wealth Partners Beachwood, Ohio	$357K	+$69.5K	1	0.02%	Increased
1090	SCM SOL Capital Management Rockville, Maryland	$354K	$0	1	0.1%	Maintained
1091	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$353K	$0	1	0.32%	Maintained
1092	GCA Gideon Capital Advisors New York	$353K	-$939K	1	0.21%	Reduced
1093	FWM Frontier Wealth Management Kansas City, Missouri	$351K	+$35.6K	1	0.05%	Increased
1094	HBK Investments Dallas, Texas	$351K	-$5.13M	1	0%	Reduced
1095	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$351K	-$29.9K	1	0.03%	Reduced
1096	MUS Mitsubishi UFJ Securities Tokyo, Japan	$347K	+$283K	2	1.87%	Increased
1097	MCM Mengis Capital Management Portland, Oregon	$346K	$0	1	0.25%	Maintained
1098	VCM Versant Capital Management Phoenix, Arizona	$344K	-$60.7K	10	0.19%	Reduced
1099	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$339K	+$300K	6	0.01%	New
1100	RA Rational Advisors Huntington, New York	$335K	+$309K	1	0.22%	New