← 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	Allworth Financial Folsom, California	$171K	+$6.63K	3	0.02%	Increased
1152	First Horizon Advisors Memphis, Tennessee	$171K	$0	5	0.02%	Maintained
1153	Plancorp LLC Saint Louis, Missouri	$168K	+$160K	1	0.05%	New
1154	FMA FNY Managed Accounts New York	$166K	-$139K	1	1.11%	Reduced
1155	AIM Advantage Investment Management Cedar Rapids, Iowa	$165K	+$3.13K	4	0.06%	Increased
1156	Krilogy Financial St. Louis, Missouri	$163K	+$9.44K	2	0.05%	Increased
1157	RFA Reilly Financial Advisors La Mesa, California	$162K	-$1.65M	3	0.03%	Reduced
1158	IIM Ironwood Investment Management Boston, Massachusetts	$160K	-$41.9K	1	0.12%	Reduced
1159	AIM Anchor Investment Management Columbia, South Carolina	$153K	$0	1	0.06%	Maintained
1160	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$152K	-$734K	1	0.04%	Reduced
1161	AF Arrow Financial Glens Falls, New York	$150K	$0	1	0.04%	Maintained
1162	AP Advisors Preferred Rockville, Maryland	$149K	-$38K	1	0.08%	Reduced
1163	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$148K	+$7.82K	5	0.03%	Increased
1164	WA Winfield Associates Cleveland, Ohio	$148K	+$47.6K	3	0.09%	Increased
1165	LWM LBA Wealth Management Jacksonville, Florida	$144K	-$16.3K	1	0.08%	Reduced
1166	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$137K	-$102K	1	0.04%	Reduced
1167	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$134K	-$231K	1	0.41%	Reduced
1168	PCTC Perkins Coie Trust Company Seattle, Washington	$131K	+$44K	3	0.08%	Increased
1169	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$129K	$0	1	0.11%	Maintained
1170	CPA Cowen Prime Advisors New York	$128K	$0	1	0.07%	Maintained
1171	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$126K	-$1.02K	1	0.01%	Reduced
1172	PMFA Plante Moran Financial Advisors Southfield, Michigan	$122K	+$52.1K	5	0.08%	Increased
1173	ATC Adirondack Trust Company Saratoga Springs, New York	$119K	$0	1	0.08%	Maintained
1174	MCF Advisors Covington, Kentucky	$118K	+$304	1	0.03%	Increased
1175	IHT Wealth Management Chicago, Illinois	$109K	+$102K	6	0.08%	New