← 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
1201	CreativeOne Wealth Overland Park, Kansas	$29.2M	-$204K	5	0.63%	Reduced
1202	BCM Brown Capital Management Baltimore, Maryland	$29.2M	-$78.2M	1	5.84%	Reduced
1203	KCM Kendall Capital Management Rockville, Maryland	$29.2M	-$159K	6	4.86%	Reduced
1204	NFG Nations Financial Group Cedar Rapids, Iowa	$29.1M	+$1.39M	4	1.39%	Increased
1205	WAC William Allan Corp Fort Collins, Colorado	$29.1M	-$2.1M	1	14.21%	Reduced
1206	GAAM Guinness Atkinson Asset Management Pasadena, California	$29M	-$5.04M	3	13%	Reduced
1207	RBC Romano Brothers & Co Evanston, Illinois	$29M	-$2.61M	5	2.92%	Reduced
1208	PPG Peak Planning Group Centennial, Colorado	$28.9M	+$359K	3	6.53%	Increased
1209	ACM AIGH Capital Management Baltimore, Maryland	$28.9M	+$23.8M	1	1.82%	New
1210	Eagle Global Advisors Houston, Texas	$28.9M	+$33.4K	3	0.96%	Increased
1211	JSA Jacobson & Schmitt Advisors Middleton, Wisconsin	$28.9M	-$2.87M	1	4.72%	Reduced
1212	NG Norden Group Provo, Utah	$28.7M	-$13.9M	8	2.35%	Reduced
1213	UF Univest Financial Souderton, Pennsylvania	$28.6M	-$1.07M	3	1.41%	Reduced
1214	SGM Scalar Gauge Management Dallas, Texas	$28.6M	+$9.91M	3	15.75%	Increased
1215	1WCM 12 West Capital Management New York	$28.6M	+$15.5M	1	5.34%	Increased
1216	BIA Beacon Investment Advisors Gaithersburg, Maryland	$28.5M	+$220K	2	8.95%	Increased
1217	MA Mutual Advisors Omaha, Nebraska	$28.5M	+$2.32M	4	0.54%	Increased
1218	MMG Monetary Management Group St Louis, Missouri	$28.3M	+$149K	4	5.81%	Increased
1219	FA Faithward Advisors Lancaster, Pennsylvania	$28.3M	+$11.5M	4	3.45%	Increased
1220	RC Roundview Capital Princeton, New Jersey	$28.2M	+$3.4M	3	1.54%	Increased
1221	WWA WCG Wealth Advisors Las Vegas, Nevada	$28.2M	-$6.23M	2	0.67%	Reduced
1222	Modern Wealth Management Lenexa, Kansas	$28.1M	+$2.56M	5	0.34%	Increased
1223	CCA Childress Capital Advisors Houston, Texas	$28.1M	-$857K	4	4.6%	Reduced
1224	BFS Burr Financial Services Pleasant Hill, California	$28M	+$433K	2	17.37%	Increased
1225	CA Cache Advisors San Francisco, California	$27.9M	+$3.9M	4	2.36%	Increased