← 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	Citizens Financial Group Providence, Rhode Island	$262K	-$68.2K	3	0.02%	Reduced
1152	Mairs & Power Inc St Paul, Minnesota	$262K	+$242K	1	0%	New
1153	PCM Penn Capital Management Philadelphia, Pennsylvania	$261K	-$870K	1	0.02%	Reduced
1154	Fiduciary Trust Boston, Massachusetts	$260K	$0	1	0.01%	Maintained
1155	KA KLCM Advisors Milwaukee, Wisconsin	$260K	$0	1	0.07%	Maintained
1156	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$259K	+$239K	1	0.05%	New
1157	AB Atlas Brown Louisville, Kentucky	$257K	+$238K	1	0.2%	New
1158	CWA Cypress Wealth Advisors San Francisco, California	$255K	-$14K	1	0.12%	Reduced
1159	FMA FNY Managed Accounts New York	$254K	+$60.9K	7	0.79%	Increased
1160	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$253K	$0	1	0.08%	Maintained
1161	Tower Research Capital (TRC) New York	$253K	-$1.43M	10	0.03%	Reduced
1162	PWP Private Wealth Partners Mill Valley, California	$252K	-$13.2K	1	0.06%	Reduced
1163	MFW Meristem Family Wealth Minnetonka, Minnesota	$250K	$0	1	0.1%	Maintained
1164	RHBC R.H. Bluestein & Co Birmingham, Michigan	$250K	$0	1	0.02%	Maintained
1165	SMG Spectrum Management Group Indianapolis, Indiana	$250K	-$3.23K	1	0.09%	Reduced
1166	CFA Cahill Financial Advisors Edina, Minnesota	$248K	+$228K	1	0.14%	New
1167	FMW Farr Miller & Washington Washington, District of Columbia	$247K	$0	1	0.03%	Maintained
1168	SignatureFD Atlanta, Georgia	$247K	+$234K	1	0.04%	New
1169	CC Courier Capital Buffalo, New York	$244K	-$4.7K	1	0.04%	Reduced
1170	Curi RMB Capital Chicago, Illinois	$244K	+$2.15K	1	0.01%	Increased
1171	MCM Manchester Capital Management Manchester, Vermont	$243K	-$98.6K	2	0.04%	Reduced
1172	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$243K	$0	1	0.11%	Maintained
1173	Bahl & Gaynor Cincinnati, Ohio	$242K	-$46.3K	1	0%	Reduced
1174	TIA Tiemann Investment Advisors Menlo Park, California	$240K	+$221K	1	0.22%	New
1175	VNA Valley National Advisers Bethlehem, Pennsylvania	$240K	-$1.84M	2	0.09%	Reduced