← 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	CBT Central Bank & Trust Lexington, Kentucky	$259K	+$249K	3	0.07%	Increased
1202	HH Hilltop Holdings Dallas, Texas	$259K	-$58.2K	1	0.08%	Reduced
1203	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$259K	+$807	1	0.1%	Increased
1204	GC Gilbert & Cook West Des Moines, Iowa	$258K	+$266K	1	0.09%	New
1205	Wolverine Asset Management Chicago, Illinois	$257K	+$260K	1	0%	New
1206	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$256K	-$44K	1	0.07%	Reduced
1207	MCM Manchester Capital Management Manchester, Vermont	$256K	-$9.68K	2	0.04%	Reduced
1208	VFPI Vantage Financial Partners (Illinois) Arlington Heights, Illinois	$254K	+$264K	1	0.18%	New
1209	Bahl & Gaynor Cincinnati, Ohio	$253K	-$4.25K	1	0%	Reduced
1210	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$252K	+$52K	2	0.29%	Increased
1211	Meridian Wealth Management Lexington, Kentucky	$250K	+$258K	1	0.16%	New
1212	VNA Valley National Advisers Bethlehem, Pennsylvania	$249K	-$3.95K	2	0.09%	Reduced
1213	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$244K	$0	1	0.04%	Maintained
1214	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$244K	-$155K	3	0.04%	Reduced
1215	Kingsview Wealth Management Grants Pass, Oregon	$243K	+$18.4K	2	0.13%	Increased
1216	PWP Private Wealth Partners Mill Valley, California	$243K	$0	1	0.05%	Maintained
1217	VCM Versant Capital Management Phoenix, Arizona	$243K	-$108K	9	0.13%	Reduced
1218	SG StoneX Group New York	$242K	+$251K	1	0.08%	New
1219	Ingalls & Snyder LLC New York	$241K	-$1.76M	1	0.01%	Reduced
1220	RWA Ropes Wealth Advisors Boston, Massachusetts	$241K	+$3.97K	4	0.07%	Increased
1221	FHC First Houston Capital Houston, Texas	$240K	+$249K	1	0.24%	New
1222	GIM Groesbeck Investment Management Paramus, New Jersey	$240K	+$249K	1	0.18%	New
1223	TCOT Trust Company of Toledo Holland, Ohio	$239K	$0	1	0.06%	Maintained
1224	EA Elm Advisors Burlingame, California	$238K	$0	1	0.19%	Maintained
1225	AFA Abacus FCF Advisors Orlando, Florida	$236K	+$92K	1	0.92%	Increased