← 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	MCP Mirador Capital Partners Pleasanton, California	$665K	+$1.34K	1	0.39%	Increased
1077	BCM Bayesian Capital Management Brooklyn, New York	$664K	-$2.09M	2	0.16%	Reduced
1078	ZB Zions Bancorporation Salt Lake City, Utah	$662K	+$541K	5	0.1%	Increased
1079	CCB Cutter & Co Brokerage Ballwin, Missouri	$656K	$0	1	0.26%	Maintained
1080	PCM Parsons Capital Management Providence, Rhode Island	$655K	$0	1	0.08%	Maintained
1081	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$654K	-$153K	2	0.13%	Reduced
1082	MUS Mitsubishi UFJ Securities Tokyo, Japan	$654K	+$58.8K	2	3.12%	Increased
1083	Meridian Wealth Management Lexington, Kentucky	$653K	+$296K	2	0.41%	Increased
1084	JGC J. Goldman & Co New York	$651K	-$3.41M	1	0.03%	Reduced
1085	Scharf Investments Los Gatos, California	$648K	$0	1	0.02%	Maintained
1086	MCA Morris Capital Advisors Malvern, Pennsylvania	$645K	+$2.17K	1	0.43%	Increased
1087	MC Mitra Capital Boston, Massachusetts	$644K	+$584K	1	6.29%	New
1088	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$639K	+$215K	1	0.13%	Increased
1089	Emerald Advisers Leola, Pennsylvania	$638K	-$6.79M	1	0.03%	Reduced
1090	TC Telemus Capital Southfield, Michigan	$634K	+$46.1K	1	0.07%	Increased
1091	CCM Condor Capital Management Martinsville, New Jersey	$627K	+$1.04K	2	0.13%	Increased
1092	Fiduciary Trust Boston, Massachusetts	$626K	+$760	2	0.02%	Increased
1093	PFA Paradigm Financial Advisors Des Peres, Missouri	$625K	$0	1	0.3%	Maintained
1094	AGM Alpine Global Management New York	$624K	+$544K	2	0.18%	New
1095	FBFS First Business Financial Services Madison, Wisconsin	$624K	+$67.3K	1	0.12%	Increased
1096	RA Rational Advisors Huntington, New York	$621K	-$362K	2	0.33%	Reduced
1097	GC Gratry & Company Beachwood, Ohio	$618K	$0	1	0.76%	Maintained
1098	HA Harfst & Associates Sheridan, Wyoming	$616K	+$1.45K	1	0.26%	Increased
1099	TCM Tradewinds Capital Management Bellingham, Washington	$616K	-$28.5K	2	0.31%	Reduced
1100	CO Caldwell & Orkin Norcross, Georgia	$615K	+$534K	1	0.63%	New