← 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
1176	IFP Advisors Tampa, Florida	$30.9M	+$2.79M	16	0.56%	Increased
1177	FC Fulcrum Capital Seattle, Washington	$30.9M	-$1.56M	1	6.26%	Reduced
1178	FVCM F&V Capital Management Boca Raton, Florida	$30.9M	-$11.5M	2	5.69%	Reduced
1179	SPC Stony Point Capital New York	$30.5M	+$24.4M	1	1.98%	New
1180	Caisse Des Depots Et Consignations Paris, France	$30.5M	-$245K	2	0.52%	Reduced
1181	TFS Thoroughbred Financial Services Brentwood, Tennessee	$30.5M	+$2.83M	7	1.46%	Increased
1182	Hudson Bay Capital Management Stamford, Connecticut	$30.5M	-$44.7M	6	0.08%	Reduced
1183	SIA Soltis Investment Advisors St. George, Utah	$30.5M	+$1.46M	5	1.69%	Increased
1184	AMM American Money Management Rancho Santa Fe, California	$30.4M	+$3.75M	2	4.35%	Increased
1185	ACMH Andar Capital Management (HK) Hong Kong	$30.4M	+$1.04M	2	13.66%	Increased
1186	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$30.3M	+$3.43M	4	1.46%	Increased
1187	FAB First American Bank Dundee, Illinois	$30.3M	+$748K	2	1.69%	Increased
1188	KL KWMG LLC Overland Park, Kansas	$30.2M	-$771K	1	2.18%	Reduced
1189	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$30.1M	-$659K	4	1.62%	Reduced
1190	SWASL Spartan Wealth Advisory Services LLC Bingham Farms, Michigan	$30.1M	+$1.49M	3	2.46%	Increased
1191	FCP Fidelis Capital Partners Tampa, Florida	$30M	-$316K	4	1.73%	Reduced
1192	Conestoga Capital Advisors Wayne, Pennsylvania	$29.9M	-$298K	1	0.65%	Reduced
1193	AA Apriem Advisors Irvine, California	$29.9M	-$1.82M	4	2.59%	Reduced
1194	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$29.8M	+$6.07M	6	1.34%	Increased
1195	TW TritonPoint Wealth Chevy Chase, Maryland	$29.8M	-$1.08M	4	2.93%	Reduced
1196	SFS Strategic Financial Services Utica, New York	$29.8M	-$1.25M	3	1.31%	Reduced
1197	Wealthspire Advisors (New York) New York	$29.8M	+$9.44M	6	0.16%	Increased
1198	SFM Sphera Funds Management Tel Aviv, Israel	$29.7M	-$11.8M	3	3.87%	Reduced
1199	IP Isthmus Partners Madison, Wisconsin	$29.6M	-$7.7M	3	2.86%	Reduced
1200	Venture Visionary Partners Sylvania, Ohio	$29.4M	-$97.2K	4	0.82%	Reduced