← 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	PVH Psagot Value Holdings Tel Aviv, Israel	$209K	+$194K	1	0.01%	New
1202	FA FCG Advisors Chatham, New Jersey	$208K	+$192K	1	0.08%	New
1203	Banco Santander Madrid, Spain	$207K	-$639K	1	0.01%	Reduced
1204	Becker Capital Management Portland, Oregon	$206K	+$190K	1	0.01%	New
1205	Ronald Blue & Co Roswell, Georgia	$206K	-$451K	1	0.01%	Reduced
1206	KC Kingfisher Capital Charlotte, North Carolina	$203K	+$187K	1	0.15%	New
1207	CPA Capital Planning Advisors Roseville, California	$202K	+$187K	1	0.1%	New
1208	Cetera Advisors Denver, Colorado	$202K	+$186K	1	0.01%	New
1209	Cetera Investment Advisers Schaumburg, Illinois	$202K	+$185K	1	0.06%	New
1210	WC Whitnell & Co Oak Brook, Illinois	$202K	-$10K	1	0.09%	Reduced
1211	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$191K	-$108K	1	0.24%	Reduced
1212	AF Arrow Financial Glens Falls, New York	$180K	$0	1	0.04%	Maintained
1213	PB Pinnacle Bancorp Beatrice, Nebraska	$172K	+$159K	4	0.12%	New
1214	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$165K	$0	1	0.05%	Maintained
1215	Krilogy Financial St. Louis, Missouri	$163K	$0	2	0.05%	Maintained
1216	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$161K	-$18.2K	7	0.03%	Reduced
1217	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$160K	+$62.9K	3	0.02%	Increased
1218	IHT Wealth Management Chicago, Illinois	$159K	+$27.9K	6	0.11%	Increased
1219	PCTC Perkins Coie Trust Company Seattle, Washington	$159K	$0	3	0.09%	Maintained
1220	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$156K	$0	1	0.13%	Maintained
1221	LWM LBA Wealth Management Jacksonville, Florida	$142K	-$29.4K	1	0.07%	Reduced
1222	MCF Advisors Covington, Kentucky	$142K	+$359	1	0.03%	Increased
1223	ATC Adirondack Trust Company Saratoga Springs, New York	$140K	-$3.23K	1	0.1%	Reduced
1224	AFA Abacus FCF Advisors Orlando, Florida	$138K	+$60K	1	1.14%	Increased
1225	CPA Cowen Prime Advisors New York	$136K	$0	1	0.07%	Maintained