← 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	CL CPWM LLC Seattle, Washington	$239K	-$38.7K	1	0.05%	Reduced
1177	MLM Mount Lucas Management Newtown, Pennsylvania	$239K	-$28.7K	1	0.05%	Reduced
1178	WPP Whalerock Point Partners Providence, Rhode Island	$239K	+$221K	1	0.09%	New
1179	FFA First Foundation Advisors Irvine, California	$232K	+$212K	1	0.01%	New
1180	PCFFS Pacific Center for Financial Services San Ramon, California	$231K	-$14.5K	1	0.16%	Reduced
1181	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$230K	-$53.9K	1	0.04%	Reduced
1182	ICOA Investment Centers of America Bismarck, North Dakota	$230K	+$211K	1	0.02%	New
1183	MCM Maple Capital Management Montpelier, Vermont	$230K	+$207K	1	0.07%	New
1184	RWA Ropes Wealth Advisors Boston, Massachusetts	$228K	-$98.4K	4	0.07%	Reduced
1185	EA Elm Advisors Burlingame, California	$224K	+$206K	1	0.19%	New
1186	VC Vicus Capital State College, Pennsylvania	$221K	+$204K	1	0.05%	New
1187	IIM Ironwood Investment Management Boston, Massachusetts	$220K	+$13.1K	1	0.16%	Increased
1188	Brighton Jones LLC Seattle, Washington	$219K	+$202K	1	0.05%	New
1189	Independent Advisor Alliance Charlotte, North Carolina	$218K	+$204K	1	0.03%	New
1190	WF WealthTrust Fairport Cleveland, Ohio	$218K	$0	1	0.02%	Maintained
1191	Montag & Associates Atlanta, Georgia	$217K	-$285K	1	0.02%	Reduced
1192	TCOT Trust Company of Toledo Holland, Ohio	$217K	+$199K	1	0.06%	New
1193	RIM Rampart Investment Management Hartford, Connecticut	$216K	+$199K	3	0.08%	New
1194	CBN Cadence Bank NA Houston, Texas	$214K	+$202K	1	0.1%	New
1195	IWA Intercontinental Wealth Advisors San Antonio, Texas	$212K	-$252K	1	0.13%	Reduced
1196	Kingsview Wealth Management Grants Pass, Oregon	$212K	+$195K	1	0.13%	New
1197	Grimes & Company Westborough, Massachusetts	$211K	+$195K	1	0.02%	New
1198	NFG Next Financial Group Houston, Texas	$210K	-$113K	5	0.06%	Reduced
1199	GSBTD Glenview State Bank Trust Department Glenview, Illinois	$209K	+$193K	1	0.11%	New
1200	NewEdge Advisors New Orleans, Louisiana	$209K	+$193K	1	0.05%	New