← 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	EA Edge Advisors Atlanta, Georgia	$470K	+$163K	4	0.05%	Increased
1152	KSA Ken Stern & Associates San Diego, California	$470K	-$7.79K	1	0.21%	Reduced
1153	Handelsbanken Fonder Stockholm, Sweden	$469K	+$407K	1	0.01%	New
1154	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$464K	-$161K	4	0.08%	Reduced
1155	FIB First Interstate Bank Billings, Montana	$464K	-$48.9K	4	0.1%	Reduced
1156	GEM Global Endowment Management Charlotte, North Carolina	$463K	-$16.2K	1	0.07%	Reduced
1157	Forvis Mazars Wealth Advisors Springfield, Missouri	$457K	-$59.5K	1	0.05%	Reduced
1158	Krilogy Financial St. Louis, Missouri	$457K	+$271K	5	0.12%	Increased
1159	HFA High Falls Advisors Rochester, New York	$455K	+$395K	1	0.17%	New
1160	Benjamin F. Edwards & Company St. Louis, Missouri	$445K	+$8.76K	6	0.05%	Increased
1161	MICM Matthews International Capital Management San Francisco, California	$444K	+$399K	1	0.02%	New
1162	Lido Advisors Los Angeles, California	$443K	-$41.1K	1	0.07%	Reduced
1163	TTWM TCV Trust & Wealth Management Richmond, Virginia	$443K	+$387K	2	0.07%	New
1164	BCM Bluefin Capital Management New York	$440K	-$6.52M	1	0.05%	Reduced
1165	Brighton Jones LLC Seattle, Washington	$435K	+$142K	1	0.06%	Increased
1166	4IG 440 Investment Group Overland Park, Kansas	$434K	+$381K	1	0.33%	New
1167	Mairs & Power Inc St Paul, Minnesota	$434K	+$72.3K	1	0.01%	Increased
1168	RR Robotti Robert	$430K	$0	1	0.12%	Maintained
1169	TNB Thomasville National Bank Thomasville, Georgia	$430K	+$375K	2	0.07%	New
1170	SIM SSI Investment Management Los Angeles, California	$429K	-$2.27K	1	0.04%	Reduced
1171	Advent Capital Management New York	$428K	+$461K	1	0.01%	Increased
1172	CP Camelot Portfolios Maumee, Ohio	$428K	+$723	1	0.21%	Increased
1173	KP Keel Point Huntsville, Alabama	$427K	$0	1	0.07%	Maintained
1174	NSIM North Star Investment Management Chicago, Illinois	$426K	+$8.86K	5	0.05%	Increased
1175	UAS United Asset Strategies Garden City, New York	$423K	+$371K	1	0.24%	New