← 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	DSC Duncker Streett & Co St. Louis, Missouri	$28K	$0	2	0.01%	Maintained
1177	SBL Sargent Bickham Lagudis Boulder, Colorado	$28K	+$5.58K	3	0%	Increased
1178	BWP Baldwin Wealth Partners Marion, Massachusetts	$27K	$0	1	0%	Maintained
1179	Balentine LLC Atlanta, Georgia	$27K	$0	2	0%	Maintained
1180	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$27K	+$25.2K	1	0.01%	New
1181	TCCM Timber Creek Capital Management Boston, Massachusetts	$27K	-$16.7K	1	0.02%	Reduced
1182	CHC City Holding Co Charleston, West Virginia	$26K	$0	2	0.01%	Maintained
1183	AFA Abacus FCF Advisors Orlando, Florida	$25K	-$1.93M	1	1%	Reduced
1184	TCI Wealth Advisors Tucson, Arizona	$25K	+$1.06K	7	0.01%	Increased
1185	BG Bollard Group Boston, Massachusetts	$22K	$0	1	0%	Maintained
1186	ARMC American Research & Management Company Marion, Massachusetts	$21K	$0	1	0.01%	Maintained
1187	DBT Dubuque Bank & Trust Dubuque, Iowa	$20K	+$11.8K	2	0%	Increased
1188	SAM Solaris Asset Management New York	$20K	+$19.5K	1	0.01%	New
1189	Pathstone Family Office Englewood, New Jersey	$19K	$0	1	0.02%	Maintained
1190	ANBT American National Bank & Trust Wichita Falls, Texas	$18K	$0	1	0.01%	Maintained
1191	CBT Central Bank & Trust Lexington, Kentucky	$17K	+$9.55K	2	0%	Increased
1192	QAM QCI Asset Management Pittsford, New York	$17K	$0	1	0%	Maintained
1193	LNB Ledyard National Bank	$16K	-$2K	2	0%	Reduced
1194	MCM MV Capital Management Bethesda, Maryland	$16K	+$2.55K	2	0.01%	Increased
1195	FMP Financial Management Professionals Austin, Texas	$15K	+$13.1K	3	0.01%	Increased
1196	H Hexavest Montreal, Quebec, Canada	$14K	$0	1	0%	Maintained
1197	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$13.9K	-$212	1	0.01%	Reduced
1198	M MOTCO San Antonio, Texas	$13K	+$12.2K	2	0%	New
1199	EDRPMB Edmond de Rothschild Private Merchant Banking London, United Kingdom	$12K	+$11.4K	2	0.04%	New
1200	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$12K	-$9K	1	0%	Reduced