← 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	WIA Westbourne Investment Advisors Annapolis, Maryland	$287K	$0	1	0.23%	Maintained
1177	KA KLCM Advisors Milwaukee, Wisconsin	$286K	$0	1	0.08%	Maintained
1178	MCM Mengis Capital Management Portland, Oregon	$285K	-$85K	1	0.2%	Reduced
1179	Eastern Bank Boston, Massachusetts	$282K	$0	1	0.02%	Maintained
1180	WCM Windsor Capital Management Phoenix, Arizona	$281K	-$8.5K	1	0.14%	Reduced
1181	Mairs & Power Inc St Paul, Minnesota	$278K	$0	1	0%	Maintained
1182	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$278K	+$307K	1	0.06%	New
1183	HCM Horrell Capital Management Little Rock, Arkansas	$277K	$0	1	0.16%	Maintained
1184	BW Bison Wealth Atlanta, Georgia	$276K	+$284K	1	0.23%	New
1185	SMG Spectrum Management Group Indianapolis, Indiana	$274K	+$8.93K	1	0.1%	Increased
1186	AB Atlas Brown Louisville, Kentucky	$273K	$0	1	0.24%	Maintained
1187	SLF Sun Life Financial Toronto, Ontario, Canada	$273K	+$286K	2	0.03%	Increased
1188	Cetera Advisors Denver, Colorado	$271K	+$58.1K	1	0.02%	Increased
1189	CC Courier Capital Buffalo, New York	$269K	$0	1	0.05%	Maintained
1190	GCMG Gyroscope Capital Management Group Naples, Florida	$269K	-$44.7K	1	0.13%	Reduced
1191	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$269K	$0	1	0.08%	Maintained
1192	GAMC Garner Asset Management Corp Plano, Texas	$266K	+$274K	1	0.25%	New
1193	MFW Meristem Family Wealth Minnetonka, Minnesota	$266K	$0	1	0.11%	Maintained
1194	CL CPWM LLC Seattle, Washington	$264K	+$587	1	0.06%	Increased
1195	PM Parametrica Management Wanchai, Hong Kong	$264K	+$272K	1	0.25%	New
1196	CIM Contravisory Investment Management Norwell, Massachusetts	$262K	+$1.8K	1	0.09%	Increased
1197	FMW Farr Miller & Washington Washington, District of Columbia	$262K	$0	1	0.03%	Maintained
1198	TIA Tiemann Investment Advisors Menlo Park, California	$262K	+$7.44K	1	0.24%	Increased
1199	Reinhart Partners Mequon, Wisconsin	$261K	-$15.3M	1	0.03%	Reduced
1200	PP Patten & Patten Chattanooga, Tennessee	$260K	-$446K	1	0.03%	Reduced