← 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	CA Cornerstone Advisory Hunt Valley, Maryland	$521K	-$7.01K	1	0.18%	Reduced
1127	North Star Asset Management Neenah, Wisconsin	$521K	$0	1	0.05%	Maintained
1128	RHBC R.H. Bluestein & Co Birmingham, Michigan	$521K	+$452K	1	0.03%	New
1129	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$521K	-$723K	1	0.23%	Reduced
1130	LI LVZ Inc Holland, Michigan	$519K	$0	1	0.17%	Maintained
1131	TDC Thompson Davis & Co Richmond, Virginia	$518K	-$78.5K	7	0.92%	Reduced
1132	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$514K	-$1.16M	2	0.42%	Reduced
1133	Global Retirement Partners San Rafael, California	$513K	-$64.1K	4	0.21%	Reduced
1134	Welch & Forbes Boston, Massachusetts	$513K	-$8.95K	2	0.01%	Reduced
1135	CCT Chemung Canal Trust Elmira, New York	$509K	-$94.1K	1	0.12%	Reduced
1136	ST Somerset Trust Somerset, Pennsylvania	$509K	-$14.6K	1	0.27%	Reduced
1137	WC Wynnefield Capital New York	$504K	+$511K	1	0.18%	New
1138	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$497K	+$45.2K	1	0.03%	Increased
1139	BRF B. Riley Financial Los Angeles, California	$492K	$0	1	0.13%	Maintained
1140	Granahan Investment Management Waltham, Massachusetts	$491K	-$4.14K	1	0.04%	Reduced
1141	RIL Rothschild Investment LLC Chicago, Illinois	$490K	-$495K	1	0.06%	Reduced
1142	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$488K	$0	1	0.06%	Maintained
1143	NPT Nixon Peabody Trust Boston, Massachusetts	$487K	-$25.8K	1	0.44%	Reduced
1144	ICOA Investment Centers of America Bismarck, North Dakota	$484K	+$422K	2	0.04%	New
1145	Williams Jones & Associates New York	$484K	$0	1	0.01%	Maintained
1146	WAM Weatherly Asset Management Del Mar, California	$482K	$0	1	0.13%	Maintained
1147	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$481K	+$419K	2	0.2%	New
1148	SCM SOL Capital Management Rockville, Maryland	$474K	$0	1	0.13%	Maintained
1149	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$473K	$0	1	0.43%	Maintained
1150	CC Courier Capital Buffalo, New York	$473K	+$105K	2	0.07%	Increased