← 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	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$260K	+$245K	1	0.24%	New
1102	FWM Frontier Wealth Management Kansas City, Missouri	$259K	+$245K	1	0.04%	New
1103	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$258K	+$241K	1	0.27%	New
1104	WPC Waters Parkerson & Co New Orleans, Louisiana	$255K	+$15.2K	1	0.03%	Increased
1105	Whittier Trust South Pasadena, California	$255K	+$959	5	0.01%	Increased
1106	FPFS First Personal Financial Services Charlotte, North Carolina	$253K	-$10.2K	7	0.07%	Reduced
1107	SIM SSI Investment Management Los Angeles, California	$253K	-$406	1	0.02%	Reduced
1108	UBWV United Bank (West Virginia) Parkersburg, West Virginia	$250K	$0	1	0.11%	Maintained
1109	NYLT New York Life Trust New York	$249K	-$110K	2	1.18%	Reduced
1110	WGCA Wolf Group Capital Advisors Fairfax, Virginia	$249K	-$120K	1	0.17%	Reduced
1111	GLI Guardian Life Insurance New York	$247K	+$6.46K	3	0.04%	Increased
1112	Bahl & Gaynor Cincinnati, Ohio	$243K	+$229K	1	0%	New
1113	KP Keel Point Huntsville, Alabama	$243K	+$233K	1	0.05%	New
1114	HH Hilltop Holdings Dallas, Texas	$241K	-$5.99K	1	0.08%	Reduced
1115	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$239K	$0	1	0.04%	Maintained
1116	Brown Brothers Harriman & Co New York	$239K	$0	3	0%	Maintained
1117	WA WealthTrust Axiom Wayne, Pennsylvania	$236K	-$10.7K	1	0.09%	Reduced
1118	OC Oakworth Capital Birmingham, Alabama	$235K	$0	4	0.08%	Maintained
1119	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$233K	$0	1	0.14%	Maintained
1120	CL CPWM LLC Seattle, Washington	$232K	$0	1	0.05%	Maintained
1121	Stratos Wealth Partners Beachwood, Ohio	$231K	-$6.68K	1	0.01%	Reduced
1122	WIA Westbourne Investment Advisors Annapolis, Maryland	$231K	-$3.04K	1	0.2%	Reduced
1123	CWA Cypress Wealth Advisors San Francisco, California	$228K	+$6.39K	1	0.1%	Increased
1124	RHBC R.H. Bluestein & Co Birmingham, Michigan	$225K	$0	1	0.01%	Maintained
1125	GVT Genesee Valley Trust Pittsford, New York	$222K	+$197K	1	0.16%	New