← 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	EA Edge Advisors Atlanta, Georgia	$102K	+$97.8K	3	0.01%	New
1177	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$98K	+$91.7K	1	0.17%	New
1178	Carson Wealth (CWM LLC) Omaha, Nebraska	$97K	+$10.6K	5	0.01%	Increased
1179	GAM Gemmer Asset Management Walnut Creek, California	$95K	$0	7	0.05%	Maintained
1180	ZB Zions Bancorporation Salt Lake City, Utah	$95K	+$8.59K	5	0.02%	Increased
1181	PHK Point72 Hong Kong Hong Kong	$92K	+$5.41K	3	0.09%	Increased
1182	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$91K	-$14.1K	9	0.04%	Reduced
1183	Perigon Wealth Management San Francisco, California	$86K	+$917	3	0.02%	Increased
1184	Empirical Finance Havertown, Pennsylvania	$85K	+$80K	4	0.06%	New
1185	VWM Valley Wealth Managers Paramus, New Jersey	$84K	$0	1	0.01%	Maintained
1186	PCP Proficio Capital Partners Newton, Massachusetts	$83K	-$2.06K	4	0.04%	Reduced
1187	CCM Cribstone Capital Management Augusta, Maine	$79K	+$5.82K	3	0.05%	Increased
1188	RIM Ranger International Management Lake Forest, Illinois	$79K	$0	1	0.25%	Maintained
1189	AIL AGF Investments LLC Toronto, Ontario, Canada	$78K	+$73.5K	3	0.02%	New
1190	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$78K	+$74.9K	1	5.05%	New
1191	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$77K	+$1.32K	3	0.01%	Increased
1192	WIM Westside Investment Management Santa Monica, California	$75.3K	+$69.6K	3	0.05%	New
1193	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$71K	+$3.36K	5	0.04%	Increased
1194	DSC Duncker Streett & Co St. Louis, Missouri	$69K	+$36.5K	2	0.02%	Increased
1195	Rockefeller Financial Services New York	$69K	$0	1	0%	Maintained
1196	CB Community Bank Dewitt, New York	$68K	$0	2	0.01%	Maintained
1197	MFW Mosaic Family Wealth St. Louis, Missouri	$67K	-$762	3	0.03%	Reduced
1198	ECM Estabrook Capital Management New York	$62.9K	$0	2	0.01%	Maintained
1199	KT Kanaly Trust Houston, Texas	$62K	-$14.1K	4	0.01%	Reduced
1200	AFA Abacus FCF Advisors Orlando, Florida	$61K	+$31.8K	1	1.02%	Increased