← 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	Prospera Financial Services Dallas, Texas	$418K	$0	1	0.06%	Maintained
1177	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$417K	$0	2	0.36%	Maintained
1178	AWW Alan W. Weber	$415K	$0	1	0.2%	Maintained
1179	SC SRB Corp Boston, Massachusetts	$415K	-$15.4K	2	0.05%	Reduced
1180	WOC West Oak Capital Westlake Village, California	$410K	-$17K	3	0.24%	Reduced
1181	PIM Platinum Investment Management Sydney Australia 2000, Australia	$407K	$0	1	0.01%	Maintained
1182	SM Southport Management Wilson, Wyoming	$403K	-$111K	1	1.07%	Reduced
1183	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$403K	-$8.95K	1	0.03%	Reduced
1184	HC Henshaw Capital Woburn, Massachusetts	$400K	-$31.8K	1	0.04%	Reduced
1185	BCA Bray Capital Advisors Naples, Florida	$400K	$0	1	0.21%	Maintained
1186	Jefferies Financial Group New York	$400K	+$362K	1	0.03%	New
1187	SM Sciencast Management Princeton, New Jersey	$400K	-$953K	1	0.22%	Reduced
1188	B BancorpSouth Tupelo, Mississippi	$399K	+$351K	1	0.04%	New
1189	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$399K	+$25.7K	1	0.07%	Increased
1190	MIC Meridian Investment Counsel Lafayette, California	$398K	$0	1	0.23%	Maintained
1191	FPFS First Personal Financial Services Charlotte, North Carolina	$390K	+$195K	7	0.08%	Increased
1192	WPC Waters Parkerson & Co New Orleans, Louisiana	$388K	-$20.9K	1	0.03%	Reduced
1193	Rockefeller Financial Services New York	$383K	+$232K	2	0.01%	Increased
1194	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$376K	$0	1	0.2%	Maintained
1195	KA KLCM Advisors Milwaukee, Wisconsin	$375K	$0	1	0.1%	Maintained
1196	SMG Spectrum Management Group Indianapolis, Indiana	$375K	+$27.2K	5	0.12%	Increased
1197	BW Bison Wealth Atlanta, Georgia	$374K	+$22.8K	1	0.3%	Increased
1198	Wolverine Asset Management Chicago, Illinois	$368K	+$68.1K	3	0%	Increased
1199	CVM Cheviot Value Management Beverly Hills, California	$365K	-$45.2K	1	0.2%	Reduced
1200	AB Atlas Brown Louisville, Kentucky	$363K	+$15.8K	1	0.08%	Increased