← 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
1126	PP Pacifica Partners Surrey, Canada	$33.9M	-$1.06M	4	10.23%	Reduced
1127	IWA IBEX Wealth Advisors Bedminster, New Jersey	$33.9M	+$8.13M	3	2.65%	Increased
1128	IHG Insight Holdings Group New York	$33.9M	+$5.06M	2	2.57%	Increased
1129	PI PFG Investments Woodbury, New York	$33.8M	+$11M	4	1.31%	Increased
1130	GC Globeflex Capital San Diego, California	$33.7M	-$1.2M	9	4.3%	Reduced
1131	Palisade Capital Management Fort Lee, New Jersey	$33.6M	-$30.2M	4	1.47%	Reduced
1132	IPAM ICICI Prudential Asset Management Mumbai, India	$33.5M	-$3.51M	4	3.67%	Reduced
1133	Natixis Paris, France	$33.5M	-$178M	5	0.13%	Reduced
1134	SPC Spirepoint Private Client Vero Beach, Florida	$33.2M	+$1.11M	4	2.69%	Increased
1135	CCG Cypress Capital Group Palm Beach, Florida	$33.2M	+$5.19M	5	3.1%	Increased
1136	SWM Stockman Wealth Management Billings, Montana	$33.1M	-$2.76M	2	3.42%	Reduced
1137	BBA Baader Bank Aktiengesellschaft Unterschleissheim, Germany	$33.1M	+$5.45M	5	2.49%	Increased
1138	FM Foster & Motley Cincinnati, Ohio	$33.1M	+$9.42K	3	1.52%	Increased
1139	UAS United Asset Strategies Garden City, New York	$33M	-$5.67M	4	2.33%	Reduced
1140	ACP Aviance Capital Partners Naples, Florida	$33M	-$6.99M	3	3.42%	Reduced
1141	VHAM Van Hulzen Asset Management El Dorado Hills, California	$33M	-$515K	3	2.35%	Reduced
1142	NPPM North Point Portfolio Managers Orange Village, Ohio	$32.9M	-$4.65M	2	5.42%	Reduced
1143	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$32.8M	+$1.92M	3	1.94%	Increased
1144	Wedbush Securities Los Angeles, California	$32.8M	+$1.44M	6	0.85%	Increased
1145	Anchor Capital Advisors Boston, Massachusetts	$32.8M	-$9.19M	1	0.92%	Reduced
1146	NS Night Squared New York	$32.8M	-$3.47M	3	3.53%	Reduced
1147	CBA Coastal Bridge Advisors Westport, Connecticut	$32.8M	-$4.66M	4	2.03%	Reduced
1148	FMI Frec Markets Inc San Francisco, California	$32.8M	+$5.72M	6	2.94%	Increased
1149	HCM Hodges Capital Management Dallas, Texas	$32.7M	+$420K	2	2.16%	Increased
1150	SIC Shoker Investment Counsel Oxford, Ohio	$32.6M	-$4.14M	3	8.18%	Reduced