← 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	LBC Lowe Brockenbrough & Co Richmond, Virginia	$291K	$0	1	0.05%	Maintained
1127	PFM Parsec Financial Management Asheville, North Carolina	$289K	-$32.5K	1	0.02%	Reduced
1128	Robeco Schweiz Zurich, Switzerland	$289K	+$59.2K	1	0.02%	Increased
1129	AP Advisors Preferred Rockville, Maryland	$286K	+$112K	2	0.15%	Increased
1130	HH Hilltop Holdings Dallas, Texas	$286K	-$5.76K	1	0.09%	Reduced
1131	Allworth Financial Folsom, California	$282K	+$48.7K	3	0.03%	Increased
1132	KIA KCM Investment Advisors Greenbrae, California	$282K	-$73.1K	1	0.02%	Reduced
1133	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$280K	$0	1	0.12%	Maintained
1134	BCA Bray Capital Advisors Naples, Florida	$277K	+$254K	1	0.16%	New
1135	HCM Horrell Capital Management Little Rock, Arkansas	$276K	-$183K	1	0.17%	Reduced
1136	OC Oakworth Capital Birmingham, Alabama	$276K	$0	4	0.08%	Maintained
1137	WGCA Wolf Group Capital Advisors Fairfax, Virginia	$275K	-$22.8K	1	0.18%	Reduced
1138	PCP Proficio Capital Partners Newton, Massachusetts	$274K	+$145K	5	0.12%	Increased
1139	Capital Investment Advisors Atlanta, Georgia	$273K	+$33.8K	1	0.02%	Increased
1140	WCM Windsor Capital Management Phoenix, Arizona	$273K	+$7.18K	1	0.14%	Increased
1141	Harris Associates Chicago, Illinois	$272K	-$16.8M	1	0%	Reduced
1142	WIM Westside Investment Management Santa Monica, California	$271K	+$172K	3	0.13%	Increased
1143	CIM Contravisory Investment Management Norwell, Massachusetts	$270K	+$250K	1	0.1%	New
1144	WIA Westbourne Investment Advisors Annapolis, Maryland	$270K	-$7.18K	1	0.22%	Reduced
1145	AGM Alpine Global Management New York	$268K	+$247K	1	0.07%	New
1146	Eastern Bank Boston, Massachusetts	$266K	+$12.2K	1	0.02%	Increased
1147	KA Kovack Advisors Ft. Lauderdale, Florida	$266K	+$246K	1	0.1%	New
1148	SBA Seven Bridges Advisors New York	$266K	+$11.4K	1	0.25%	Increased
1149	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$264K	$0	2	0.07%	Maintained
1150	WA Wheatland Advisors Lancaster, Pennsylvania	$263K	+$249K	1	0.23%	New