← 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	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$87K	+$1.59K	5	0.03%	Increased
1127	LAM Lebenthal Asset Management New York	$85K	+$79.1K	4	0.01%	New
1128	GAM Gemmer Asset Management Walnut Creek, California	$84K	$0	7	0.04%	Maintained
1129	PHK Point72 Hong Kong Hong Kong	$83K	+$77.3K	2	0.05%	New
1130	PCP Proficio Capital Partners Newton, Massachusetts	$83K	+$1.27K	4	0.05%	Increased
1131	ZB Zions Bancorporation Salt Lake City, Utah	$80K	-$909	5	0.02%	Reduced
1132	Carson Wealth (CWM LLC) Omaha, Nebraska	$79K	+$35.6K	4	0.01%	Increased
1133	Harding Loevner Bridgewater, New Jersey	$79K	+$76.2K	1	0%	New
1134	VWM Valley Wealth Managers Paramus, New Jersey	$78K	$0	1	0.01%	Maintained
1135	RIM Ranger International Management Lake Forest, Illinois	$77K	+$74.1K	1	0.08%	New
1136	PCTC Perkins Coie Trust Company Seattle, Washington	$76K	$0	2	0.05%	Maintained
1137	MIC MU Investments Company Tokyo, Japan	$74K	+$77.7K	1	0.05%	New
1138	Perigon Wealth Management San Francisco, California	$73K	+$21.8K	2	0.02%	Increased
1139	KT Kanaly Trust Houston, Texas	$72K	-$54.5K	4	0.02%	Reduced
1140	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$70K	+$64.8K	2	0.01%	New
1141	3C 361 Capital Denver, Colorado	$66K	+$68.6K	1	0.6%	New
1142	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$66K	-$1.32K	3	0.03%	Reduced
1143	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$64K	+$8.08K	5	0.04%	Increased
1144	CHAM Clear Harbor Asset Management Stamford, Connecticut	$63K	-$487K	1	0.01%	Reduced
1145	CB Community Bank Dewitt, New York	$63K	$0	2	0.01%	Maintained
1146	CCM Cribstone Capital Management Augusta, Maine	$63K	+$15.9K	3	0.04%	Increased
1147	MFW Mosaic Family Wealth St. Louis, Missouri	$63K	+$6.72K	3	0.03%	Increased
1148	Rockefeller Financial Services New York	$62K	$0	1	0%	Maintained
1149	PMFA Plante Moran Financial Advisors Southfield, Michigan	$61K	-$18K	4	0.04%	Reduced
1150	WIC Woodmont Investment Counsel Nashville, Tennessee	$61K	+$56.1K	2	0.02%	New