← 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	Tiedemann Advisors New York	$435K	+$448K	1	0.03%	New
1102	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$434K	+$313K	4	0.04%	Increased
1103	Capital Advisors Inc Tulsa, Oklahoma	$424K	+$440K	1	0.03%	New
1104	CA Cornerstone Advisory Hunt Valley, Maryland	$420K	$0	1	0.14%	Maintained
1105	FBFS First Business Financial Services Madison, Wisconsin	$418K	+$434K	1	0.09%	New
1106	SM Southport Management Wilson, Wyoming	$414K	-$401K	1	1.11%	Reduced
1107	North Star Asset Management Neenah, Wisconsin	$413K	$0	1	0.04%	Maintained
1108	LI LVZ Inc Holland, Michigan	$412K	$0	1	0.14%	Maintained
1109	NPT Nixon Peabody Trust Boston, Massachusetts	$410K	-$620K	1	0.38%	Reduced
1110	Welch & Forbes Boston, Massachusetts	$405K	-$1.96K	2	0.01%	Reduced
1111	CAIMH Central Asset Investments & Management Holdings Hong Kong	$401K	-$277K	1	0.3%	Reduced
1112	Forvis Mazars Wealth Advisors Springfield, Missouri	$401K	-$30.6K	1	0.05%	Reduced
1113	Quadrant Capital Group Cincinnati, Ohio	$399K	+$3.25K	10	0.18%	Increased
1114	TC TFS Capital West Chester, Pennsylvania	$399K	-$21.9K	2	0.16%	Reduced
1115	GL GLG LLC New York	$398K	-$860K	1	0.02%	Reduced
1116	IHT Wealth Management Chicago, Illinois	$398K	+$31.1K	7	0.19%	Increased
1117	FWM Focused Wealth Management Newburgh, New York	$397K	$0	2	0.15%	Maintained
1118	MIC Meridian Investment Counsel Lafayette, California	$395K	$0	1	0.24%	Maintained
1119	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$387K	-$4.25K	1	0.05%	Reduced
1120	Williams Jones & Associates New York	$384K	$0	1	0.01%	Maintained
1121	Granahan Investment Management Waltham, Massachusetts	$377K	+$11.7K	1	0.03%	Increased
1122	SCM SOL Capital Management Rockville, Maryland	$376K	$0	1	0.1%	Maintained
1123	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$375K	$0	1	0.34%	Maintained
1124	ST Somerset Trust Somerset, Pennsylvania	$374K	+$422K	1	0.2%	New
1125	Benjamin F. Edwards & Company St. Louis, Missouri	$369K	-$108K	6	0.05%	Reduced