← 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	SPM Symmetry Peak Management Radnor, Pennsylvania	$326K	-$1.49M	1	0.04%	Reduced
1152	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$324K	+$321K	1	0.16%	New
1153	LBC Lowe Brockenbrough & Co Richmond, Virginia	$323K	+$6.39K	1	0.05%	Increased
1154	FAM Foresters Asset Management Toronto, Ontario, Canada	$322K	+$258K	1	0.13%	New
1155	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$320K	+$362K	1	0.08%	New
1156	KIA KCM Investment Advisors Greenbrae, California	$318K	+$7.92K	1	0.02%	Increased
1157	FPF FNY Partners Fund New York	$317K	-$5.09M	2	0.08%	Reduced
1158	HC Henshaw Capital Woburn, Massachusetts	$311K	+$350K	1	0.03%	New
1159	PIM Platinum Investment Management Sydney Australia 2000, Australia	$311K	+$323K	1	0.01%	New
1160	B Bellecapital Zurich, Switzerland	$310K	$0	1	0.27%	Maintained
1161	OC Oakworth Capital Birmingham, Alabama	$307K	+$28.7K	4	0.08%	Increased
1162	PFM Parsec Financial Management Asheville, North Carolina	$307K	$0	1	0.02%	Maintained
1163	WA Wheatland Advisors Lancaster, Pennsylvania	$306K	+$20.2K	1	0.28%	Increased
1164	WIM Westside Investment Management Santa Monica, California	$306K	-$5.56K	3	0.2%	Reduced
1165	Allworth Financial Folsom, California	$305K	$0	3	0.03%	Maintained
1166	BCA Bray Capital Advisors Naples, Florida	$305K	$0	1	0.17%	Maintained
1167	Capital Investment Advisors Atlanta, Georgia	$301K	+$10.7K	1	0.02%	Increased
1168	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$298K	$0	1	0.17%	Maintained
1169	AWW Alan W. Weber	$296K	$0	1	0.16%	Maintained
1170	HAM Highstreet Asset Management London, Ontario, Canada	$294K	-$141K	1	0.03%	Reduced
1171	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$293K	+$176K	1	0.03%	Increased
1172	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$293K	-$202K	1	0.06%	Reduced
1173	ID Integral Derivatives New York	$292K	-$518K	1	0.01%	Reduced
1174	CFA Cahill Financial Advisors Edina, Minnesota	$288K	+$25.5K	1	0.16%	Increased
1175	SBA Seven Bridges Advisors New York	$287K	+$26.6K	1	0.26%	Increased