← 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	WAM Weatherly Asset Management Del Mar, California	$369K	$0	1	0.1%	Maintained
1127	GEM Global Endowment Management Charlotte, North Carolina	$367K	-$147K	1	0.05%	Reduced
1128	BRF B. Riley Financial Los Angeles, California	$362K	+$376K	1	0.1%	New
1129	KSA Ken Stern & Associates San Diego, California	$360K	-$370K	1	0.16%	Reduced
1130	NMC Nine Masts Capital Central, Hong Kong	$360K	+$373K	1	0.04%	New
1131	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$360K	-$183K	3	0.05%	Reduced
1132	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$353K	-$28.5K	1	0.02%	Reduced
1133	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$346K	+$73.8K	1	0.07%	Increased
1134	RR Robotti Robert	$344K	$0	1	0.1%	Maintained
1135	VAM Visionary Asset Management Houston, Texas	$343K	+$353K	1	0.1%	New
1136	CIAN Capstone Investment Advisors (Netherlands) New York	$342K	-$128K	1	1.19%	Reduced
1137	WOC West Oak Capital Westlake Village, California	$341K	+$8.99K	3	0.21%	Increased
1138	CP Camelot Portfolios Maumee, Ohio	$338K	-$3.78K	1	0.17%	Reduced
1139	GIP Greatmark Investment Partners Columbus, Georgia	$337K	$0	1	0.14%	Maintained
1140	Lido Advisors Los Angeles, California	$337K	-$413K	1	0.07%	Reduced
1141	SC SRB Corp Boston, Massachusetts	$337K	-$85.5K	2	0.05%	Reduced
1142	GVT Genesee Valley Trust Pittsford, New York	$333K	-$25.5K	1	0.14%	Reduced
1143	Prospera Financial Services Dallas, Texas	$332K	-$10.7K	1	0.05%	Reduced
1144	SIM SSI Investment Management Los Angeles, California	$332K	-$4.69K	1	0.03%	Reduced
1145	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$331K	$0	2	0.29%	Maintained
1146	CVM Cheviot Value Management Beverly Hills, California	$330K	-$107K	1	0.19%	Reduced
1147	NSIM North Star Investment Management Chicago, Illinois	$329K	+$16.5K	3	0.04%	Increased
1148	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$328K	-$46.1K	1	0.03%	Reduced
1149	WPC Waters Parkerson & Co New Orleans, Louisiana	$327K	$0	1	0.03%	Maintained
1150	KP Keel Point Huntsville, Alabama	$326K	+$587	1	0.07%	Increased