← 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	AP Advisors Preferred Rockville, Maryland	$170K	+$157K	1	0.08%	New
1102	WC Whitnell & Co Oak Brook, Illinois	$166K	+$5.63K	3	0.06%	Increased
1103	CYG Clean Yield Group Norwich, Vermont	$161K	+$12.1K	2	0.07%	Increased
1104	SC SRB Corp Boston, Massachusetts	$158K	-$181K	1	0.02%	Reduced
1105	RA Rational Advisors Huntington, New York	$153K	+$158K	1	0.1%	New
1106	FPB First PREMIER Bank Sioux Falls, South Dakota	$151K	$0	1	0.11%	Maintained
1107	Allworth Financial Folsom, California	$146K	+$9.29K	3	0.02%	Increased
1108	LWM LBA Wealth Management Jacksonville, Florida	$144K	-$22K	1	0.08%	Reduced
1109	Krilogy Financial St. Louis, Missouri	$143K	+$66.1K	1	0.05%	Increased
1110	AIM Anchor Investment Management Columbia, South Carolina	$143K	$0	1	0.06%	Maintained
1111	Robeco Schweiz Zurich, Switzerland	$141K	+$134K	1	0.01%	New
1112	AIM Advantage Investment Management Cedar Rapids, Iowa	$140K	+$10.8K	4	0.05%	Increased
1113	AF Arrow Financial Glens Falls, New York	$140K	$0	1	0.04%	Maintained
1114	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$133K	+$40.9K	4	0.04%	Increased
1115	OAM Orinda Asset Management Lafayette, California	$128K	-$15.4K	1	0.11%	Reduced
1116	CPA Cowen Prime Advisors New York	$124K	$0	2	0.06%	Maintained
1117	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$121K	$0	1	0.11%	Maintained
1118	6CM 683 Capital Management New York	$114K	-$788K	1	0.01%	Reduced
1119	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$114K	-$29.6K	1	0.01%	Reduced
1120	ATC Adirondack Trust Company Saratoga Springs, New York	$112K	$0	1	0.08%	Maintained
1121	MCF Advisors Covington, Kentucky	$110K	-$7.67K	1	0.03%	Reduced
1122	Welch & Forbes Boston, Massachusetts	$109K	$0	1	0%	Maintained
1123	WA Winfield Associates Cleveland, Ohio	$92K	+$66.5K	3	0.06%	Increased
1124	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$91K	+$3.73K	5	0.04%	Increased
1125	RP Raiff Partners New York	$90K	+$83.7K	1	0.12%	New