← 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	CWM Catamount Wealth Management Westport, Connecticut	$489K	+$507K	1	0.3%	New
1077	CCT Chemung Canal Trust Elmira, New York	$489K	+$10.8K	1	0.11%	Increased
1078	Signature Estate & Investment Advisors Los Angeles, California	$489K	-$99K	1	0.06%	Reduced
1079	HA Harfst & Associates Sheridan, Wyoming	$487K	+$102K	1	0.2%	Increased
1080	Fiduciary Trust Boston, Massachusetts	$485K	+$205K	2	0.01%	Increased
1081	FWM Frontier Wealth Management Kansas City, Missouri	$478K	+$108K	1	0.07%	Increased
1082	JCP Jabre Capital Partners Geneva, Switzerland	$473K	+$143K	2	0.04%	Increased
1083	ACM Americafirst Capital Management Roseville, California	$472K	-$273K	1	0.6%	Reduced
1084	ADGIPS2 AmericaFirst Defensive Growth & Income Portfolio Series 2 Roseville, California	$472K	+$489K	1	0.6%	New
1085	GC Gratry & Company Beachwood, Ohio	$472K	+$490K	1	0.58%	New
1086	SIC SFE Investment Counsel Los Angeles, California	$466K	+$524K	1	0.19%	New
1087	DAM Delta Asset Management Memphis, Tennessee	$464K	$0	4	0.07%	Maintained
1088	NewEdge Advisors New Orleans, Louisiana	$463K	+$247K	5	0.08%	Increased
1089	ARK Investment Management St. Petersburg, Florida	$461K	+$122K	1	0.09%	Increased
1090	Sowell Financial Services North Little Rock, Arkansas	$460K	-$219K	1	0.13%	Reduced
1091	TC Telemus Capital Southfield, Michigan	$460K	$0	1	0.05%	Maintained
1092	MUS Mitsubishi UFJ Securities Tokyo, Japan	$459K	+$92.1K	2	2.45%	Increased
1093	Sigma Planning Corp Ann Arbor, Michigan	$453K	+$57.1K	1	0.04%	Increased
1094	Ferguson Wellman Capital Management Portland, Oregon	$452K	$0	1	0.02%	Maintained
1095	TAM THB Asset Management Norwalk, Connecticut	$452K	-$9.08M	1	0.06%	Reduced
1096	Global Retirement Partners San Rafael, California	$450K	-$15.4K	4	0.21%	Reduced
1097	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$449K	+$78.5K	6	0.25%	Increased
1098	VC Vicus Capital State College, Pennsylvania	$443K	+$215K	1	0.09%	Increased
1099	FIB First Interstate Bank Billings, Montana	$438K	-$103K	4	0.09%	Reduced
1100	SCM Southport Capital Management Chattanooga, Tennessee	$435K	-$520K	1	0.19%	Reduced