← 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	Bartlett & Co Cincinnati, Ohio	$46K	+$20.7K	2	0%	Increased
1102	MFW Mosaic Family Wealth St. Louis, Missouri	$46K	+$1.61K	3	0.02%	Increased
1103	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$42K	+$6.91K	2	0%	Increased
1104	Perigon Wealth Management San Francisco, California	$41K	+$8.82K	1	0.01%	Increased
1105	AA AlphaMark Advisors Ft. Wright, Kentucky	$40K	$0	1	0.02%	Maintained
1106	CCM Cribstone Capital Management Augusta, Maine	$40K	-$482K	2	0.02%	Reduced
1107	JSAM J. Safra Asset Management New York	$39K	+$37.3K	1	0.06%	New
1108	Carson Wealth (CWM LLC) Omaha, Nebraska	$35K	-$6.01K	4	0%	Reduced
1109	TCCM Timber Creek Capital Management Boston, Massachusetts	$35K	$0	1	0.03%	Maintained
1110	AC Alexandria Capital Arlington, Virginia	$34K	$0	2	0.01%	Maintained
1111	JCM Jacobi Capital Management Pittston, Pennsylvania	$31K	+$28.4K	3	0.02%	New
1112	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$31K	-$4.09K	1	0.02%	Reduced
1113	GWS Glassman Wealth Services Vienna, Virginia	$30K	+$110	1	0.03%	Increased
1114	ST Sphinx Trading Chicago, Illinois	$29K	$0	1	0.06%	Maintained
1115	LI LVZ Inc Holland, Michigan	$28K	$0	1	0.01%	Maintained
1116	SIG Stanford Investment Group Mountain View, California	$28K	+$20.8K	2	0.01%	Increased
1117	TFO Tarbox Family Office Newport Beach, California	$28K	$0	2	0.02%	Maintained
1118	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$27K	+$369	2	0.01%	Increased
1119	NC NewSquare Capital Newtown Square, Pennsylvania	$25K	-$15.5K	1	0.01%	Reduced
1120	AIM Arcadia Investment Management Kalamazoo, Michigan	$24K	+$24.5K	1	0.01%	New
1121	BWP Baldwin Wealth Partners Marion, Massachusetts	$24K	-$52K	1	0%	Reduced
1122	Balentine LLC Atlanta, Georgia	$24K	+$4.37K	2	0%	Increased
1123	DSC Duncker Streett & Co St. Louis, Missouri	$24K	$0	2	0.01%	Maintained
1124	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$24K	+$1.79K	2	0.01%	Increased
1125	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$24K	$0	1	0.01%	Maintained