← 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	WAM Weatherly Asset Management Del Mar, California	$335K	$0	1	0.1%	Maintained
1102	Gradient Investments Arden Hills, Minnesota	$334K	+$304K	4	0.03%	Increased
1103	CM Crestline Management Fort Worth, Texas	$331K	-$246K	1	0.06%	Reduced
1104	LCP Legacy Capital Partners Milwaukee, Wisconsin	$331K	+$8.81K	1	0.19%	Increased
1105	GVT Genesee Valley Trust Pittsford, New York	$326K	-$5.42K	1	0.22%	Reduced
1106	CP Camelot Portfolios Maumee, Ohio	$322K	+$297K	1	0.16%	New
1107	GCMG Gyroscope Capital Management Group Naples, Florida	$322K	$0	1	0.19%	Maintained
1108	Prospera Financial Services Dallas, Texas	$322K	-$78.1K	1	0.06%	Reduced
1109	WOC West Oak Capital Westlake Village, California	$317K	-$1.17K	3	0.2%	Reduced
1110	CC Cognios Capital Leawood, Kansas	$313K	+$291K	1	0.1%	New
1111	ARK Investment Management St. Petersburg, Florida	$312K	-$202K	1	0.09%	Reduced
1112	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$311K	-$1.77K	2	0.28%	Reduced
1113	CL CSS LLC Chicago, Illinois	$309K	$0	1	0.02%	Maintained
1114	GIP Greatmark Investment Partners Columbus, Georgia	$308K	+$262K	1	0.13%	New
1115	JCP Jabre Capital Partners Geneva, Switzerland	$308K	+$262K	1	0.04%	New
1116	WPC Waters Parkerson & Co New Orleans, Louisiana	$308K	$0	1	0.03%	Maintained
1117	SIM SSI Investment Management Los Angeles, California	$304K	-$353	1	0.03%	Reduced
1118	AWW Alan W. Weber	$302K	+$289K	1	0.17%	New
1119	UBWV United Bank (West Virginia) Parkersburg, West Virginia	$302K	-$440	1	0.13%	Reduced
1120	GLI Guardian Life Insurance New York	$300K	+$1.63K	3	0.04%	Increased
1121	GWM GSB Wealth Management Guilford, Connecticut	$298K	$0	1	1.26%	Maintained
1122	KP Keel Point Huntsville, Alabama	$296K	+$1.06K	1	0.06%	Increased
1123	NSIM North Star Investment Management Chicago, Illinois	$294K	+$32.9K	2	0.04%	Increased
1124	B Bellecapital Zurich, Switzerland	$292K	-$53.9K	1	0.27%	Reduced
1125	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$292K	+$280K	1	0.17%	New