← 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	WIA Westbourne Investment Advisors Annapolis, Maryland	$362K	$0	1	0.28%	Maintained
1202	PFM Parsec Financial Management Asheville, North Carolina	$361K	-$22.6K	1	0.03%	Reduced
1203	AW Alpha Windward Westwood, Massachusetts	$355K	-$440K	2	0.22%	Reduced
1204	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$355K	-$95.1K	1	0.05%	Reduced
1205	EIM Essex Investment Management Boston, Massachusetts	$354K	+$217K	1	0.05%	Increased
1206	WIM Westside Investment Management Santa Monica, California	$353K	-$9.37K	3	0.21%	Reduced
1207	CC Cognios Capital Leawood, Kansas	$351K	-$442K	1	0.14%	Reduced
1208	AFA Abacus FCF Advisors Orlando, Florida	$349K	+$44.2K	1	1.09%	Increased
1209	GBT Grove Bank & Trust Miami, Florida	$343K	+$106K	3	0.17%	Increased
1210	SLF Sun Life Financial Toronto, Ontario, Canada	$343K	+$1.54K	2	0.03%	Increased
1211	GVT Genesee Valley Trust Pittsford, New York	$342K	-$5.55K	1	0.14%	Reduced
1212	Reinhart Partners Mequon, Wisconsin	$342K	+$811	1	0.04%	Increased
1213	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$341K	+$13.8K	1	0.16%	Increased
1214	Eastern Bank Boston, Massachusetts	$340K	-$13.7K	1	0.02%	Reduced
1215	Brown Brothers Harriman & Co New York	$339K	-$274K	3	0%	Reduced
1216	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$339K	$0	1	0.09%	Maintained
1217	2L 22NW LP Seattle, Washington	$337K	+$284K	1	0.2%	New
1218	GAMC Garner Asset Management Corp Plano, Texas	$336K	$0	1	0.3%	Maintained
1219	MFW Meristem Family Wealth Minnetonka, Minnesota	$335K	$0	1	0.13%	Maintained
1220	MCM Manchester Capital Management Manchester, Vermont	$333K	$0	2	0.05%	Maintained
1221	MCM Mengis Capital Management Portland, Oregon	$333K	-$22.6K	1	0.22%	Reduced
1222	FMW Farr Miller & Washington Washington, District of Columbia	$331K	$0	1	0.03%	Maintained
1223	TIA Tiemann Investment Advisors Menlo Park, California	$330K	+$45	1	0.28%	Increased
1224	CFA Cahill Financial Advisors Edina, Minnesota	$329K	-$29.4K	1	0.17%	Reduced
1225	HAM Highstreet Asset Management London, Ontario, Canada	$329K	-$9.74K	1	0.03%	Reduced