← 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	PWP Private Wealth Partners Mill Valley, California	$220K	+$214K	1	0.05%	New
1127	WCM Windsor Capital Management Phoenix, Arizona	$220K	$0	1	0.12%	Maintained
1128	MLM Mount Lucas Management Newtown, Pennsylvania	$216K	+$203K	1	0.04%	New
1129	WCA Westover Capital Advisors Wilmington, Delaware	$216K	+$196K	1	0.15%	New
1130	Fiduciary Trust Boston, Massachusetts	$214K	+$206K	1	0.01%	New
1131	KA KLCM Advisors Milwaukee, Wisconsin	$214K	+$206K	1	0.06%	New
1132	NSIM North Star Investment Management Chicago, Illinois	$214K	+$168K	1	0.03%	Increased
1133	SBA Seven Bridges Advisors New York	$214K	+$27K	1	0.22%	Increased
1134	CAM Cypress Asset Management Houston, Texas	$210K	+$204K	1	0.04%	New
1135	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$210K	+$198K	1	0.07%	New
1136	SMG Spectrum Management Group Indianapolis, Indiana	$210K	+$198K	1	0.08%	New
1137	Eastern Bank Boston, Massachusetts	$209K	-$4.66K	1	0.02%	Reduced
1138	PCFFS Pacific Center for Financial Services San Ramon, California	$208K	+$195K	1	0.16%	New
1139	AWM Affinity Wealth Management Wilmington, Delaware	$207K	+$188K	1	0.12%	New
1140	MFW Meristem Family Wealth Minnetonka, Minnesota	$207K	-$30.4K	1	0.08%	Reduced
1141	WF WealthTrust Fairport Cleveland, Ohio	$206K	+$184K	1	0.02%	New
1142	CC Courier Capital Buffalo, New York	$205K	-$91.6K	1	0.04%	Reduced
1143	FMW Farr Miller & Washington Washington, District of Columbia	$205K	+$193K	1	0.02%	New
1144	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$202K	+$190K	1	0.09%	New
1145	Curi RMB Capital Chicago, Illinois	$201K	-$280K	1	0.01%	Reduced
1146	Greenleaf Trust Kalamazoo, Michigan	$201K	+$190K	1	0.01%	New
1147	Robeco Schweiz Zurich, Switzerland	$197K	+$24.2K	1	0.02%	Increased
1148	Capital Investment Advisors Atlanta, Georgia	$196K	+$185K	1	0.02%	New
1149	WC Whitnell & Co Oak Brook, Illinois	$177K	$0	3	0.08%	Maintained
1150	SC SRB Corp Boston, Massachusetts	$174K	+$5.26K	1	0.02%	Increased