← 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
1151	SAM Securian Asset Management St Paul, Minnesota	$32.4M	-$607K	6	1.16%	Reduced
1152	Blue Trust Inc Alpharetta, Georgia	$32.3M	+$402K	15	0.34%	Increased
1153	CC Cederberg Capital London, United Kingdom	$32.3M	-$24.4M	1	32.2%	Reduced
1154	BIA Benchmark Investment Advisors Chicago, Illinois	$32.3M	+$38.5K	4	14.16%	Increased
1155	BWP Barlow Wealth Partners Louisville, Kentucky	$32.3M	-$3.5M	3	3.49%	Reduced
1156	Y-Intercept (HK) Hong Kong	$32.3M	-$47M	10	0.64%	Reduced
1157	PC Pier Capital Stamford, Connecticut	$32.2M	-$4.74M	4	4.27%	Reduced
1158	RWM Rockline Wealth Management Plainview, New York	$32M	+$469K	2	6.13%	Increased
1159	PL Parkwood LLC Cleveland, Ohio	$32M	-$3.13M	2	2.29%	Reduced
1160	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$32M	+$391K	8	1.91%	Increased
1161	CCM Carderock Capital Management Chevy Chase, Maryland	$32M	-$6.68M	1	7.02%	Reduced
1162	GF Goodman Financial Houston, Texas	$31.8M	-$7.74M	1	4.92%	Reduced
1163	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$31.7M	$0	4	7.13%	Maintained
1164	PAS Professional Advisory Services Vero Beach, Florida	$31.7M	-$10.5M	3	3.79%	Reduced
1165	AHT Amanah Holdings Trust London,	$31.7M	$0	1	1.86%	Maintained
1166	SC Syon Capital San Francisco, California	$31.7M	-$180K	8	1.38%	Reduced
1167	MAMHA MY.Alpha Management HK Advisors Hong Kong	$31.7M	+$17.6M	1	12.19%	New
1168	GP Geneva Partners Lake Geneva, Wisconsin	$31.5M	+$9.08M	4	8.4%	Increased
1169	HCA Harbor Capital Advisors Chicago, Illinois	$31.4M	-$4.78M	9	2.14%	Reduced
1170	GIP Granite Investment Partners El Segundo, California	$31.3M	+$4.12M	2	1.61%	Increased
1171	CFA Camarda Financial Advisors Fleming Island, Florida	$31.3M	+$2.64M	4	9.48%	Increased
1172	JGC J. Goldman & Co New York	$31.3M	+$7.79M	4	0.81%	Increased
1173	Miracle Mile Advisors Los Angeles, California	$31.2M	+$2.17M	4	0.37%	Increased
1174	MAM Mark Asset Management New York	$31.2M	-$770K	1	2.1%	Reduced
1175	TCM Twin Capital Management Mcmurray, Pennsylvania	$31.2M	+$2.02M	3	3.4%	Increased