← 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
1101	Daymark Wealth Partners Cincinnati, Ohio	$35.6M	+$307K	7	0.87%	Increased
1102	Americana Partners Houston, Texas	$35.5M	+$2.78M	4	0.8%	Increased
1103	KCM Kultura Capital Management Park City, Utah	$35.5M	+$14.7M	4	6.41%	Increased
1104	Peregrine Capital Management Minneapolis, Minnesota	$35.4M	-$7.41M	2	1.15%	Reduced
1105	PPW Parcion Private Wealth Bellevue, Washington	$35.4M	-$457K	4	1.96%	Reduced
1106	CL CIM LLC Albany, New York	$35.3M	-$565K	6	4.57%	Reduced
1107	GIM Gold Investment Management Edmonton, Alberta, Canada	$35.1M	-$880K	4	9.53%	Reduced
1108	TIAA-CREF Individual & Institutional Services New York	$35.1M	-$257K	5	0.12%	Reduced
1109	STP Science & Technology Partners New York	$35.1M	-$45.8M	3	5.91%	Reduced
1110	Liontrust Investment Partners London, United Kingdom	$34.9M	-$42.2M	3	0.51%	Reduced
1111	FC Fusion Capital Mt. Pleasant, South Carolina	$34.8M	-$1.35M	2	8.1%	Reduced
1112	OMC Oasis Management Company Grand Cayman, Cayman Islands	$34.8M	+$314K	1	1.86%	Increased
1113	JCM Jacobi Capital Management Pittston, Pennsylvania	$34.8M	-$1.26M	4	1.7%	Reduced
1114	JIR James Investment Research Alpha, Ohio	$34.8M	-$4.56M	6	3.53%	Reduced
1115	MAA Matrix Asset Advisors White Plains, New York	$34.7M	-$4.84M	1	2.82%	Reduced
1116	DSCM Divisadero Street Capital Management Miami, Florida	$34.6M	+$9.78M	2	0.78%	Increased
1117	Edmond de Rothschild Holding Chambesy, Switzerland	$34.6M	+$2.86M	5	0.46%	Increased
1118	NA Navellier & Associates Reno, Nevada	$34.6M	+$5.28M	4	2.74%	Increased
1119	AG Ascent Group Virginia Beach, Virginia	$34.5M	+$1.35M	5	1.03%	Increased
1120	Farmers & Merchants Investments Inc Lincoln, Nebraska	$34.3M	+$455K	13	0.83%	Increased
1121	Smartleaf Asset Management Boston, Massachusetts	$34.3M	-$4.22M	15	1.12%	Reduced
1122	TP TritonPoint Partners Chevy Chase, Maryland	$34.3M	+$19.8M	4	2.84%	Increased
1123	IB Intrust Bank Wichita, Kansas	$34.2M	-$1.54M	8	2.52%	Reduced
1124	SSA South Street Advisors New York	$34.1M	-$349K	3	4.44%	Reduced
1125	NG NatWest Group Edinburgh, Scotland, United Kingdom	$34M	-$26.5M	2	6.07%	Reduced