← 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
1226	ACG Allen Capital Group Grand Island, Nebraska	$27.8M	-$1.06M	4	2.26%	Reduced
1227	ACM Alta Capital Management Salt Lake City, Utah	$27.8M	-$14.2M	1	2.07%	Reduced
1228	NW Naviter Wealth Little Rock, Arkansas	$27.6M	+$2.63M	3	2.51%	Increased
1229	FFA Florida Financial Advisors Tampa, Florida	$27.6M	+$12.8M	7	4.67%	Increased
1230	MC Moors & Cabot Boston, Massachusetts	$27.6M	-$3.15M	5	1.07%	Reduced
1231	HVIA Hudson Valley Investment Advisors Goshen, New York	$27.5M	-$3.64M	1	3.34%	Reduced
1232	CPIM Coalescence Partners Investment Management New York	$27.5M	+$22M	1	8.07%	New
1233	PA Perennial Advisors New York	$27.4M	-$410K	4	4.22%	Reduced
1234	CAM Cypress Asset Management Houston, Texas	$27.4M	-$26.7K	4	5.34%	Reduced
1235	Smithfield Trust Pittsburgh, Pennsylvania	$27.4M	+$46K	8	1.09%	Increased
1236	WBC Westpac Banking Corp Sydney, Australia	$27.3M	-$9.88M	4	1.68%	Reduced
1237	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$27.3M	-$659K	2	0.92%	Reduced
1238	Focus Partners Advisor Solutions Saint Louis, Missouri	$27.3M	-$17.5K	7	0.23%	Reduced
1239	NPT Nixon Peabody Trust Boston, Massachusetts	$27.2M	-$351K	4	1.93%	Reduced
1240	Choate Investment Advisors Boston, Massachusetts	$27.2M	-$1.37M	4	0.48%	Reduced
1241	MCP Mirador Capital Partners Pleasanton, California	$27.2M	-$268K	5	3.33%	Reduced
1242	Avidian Wealth Enterprises Houston, Texas	$27.2M	+$1.1M	5	0.75%	Increased
1243	Allianz Munich, Germany	$27M	+$4.32M	5	0.28%	Increased
1244	SCM SG Capital Management Chicago, Illinois	$27M	-$63.3M	2	2.22%	Reduced
1245	WPI Walter Public Investments Westmount, Canada	$26.9M	-$9.24M	2	6.48%	Reduced
1246	GLR Great Lakes Retirement Sandusky, Ohio	$26.7M	-$282K	4	2.38%	Reduced
1247	TPM Triasima Portfolio Management Montreal, Quebec, Canada	$26.7M	+$559K	4	3.6%	Increased
1248	Conning Inc Hartford, Connecticut	$26.6M	-$5.61M	3	0.8%	Reduced
1249	Savvy Advisors Inc New York	$26.6M	+$5.36M	7	0.56%	Increased
1250	CCM Consolidated Capital Management Burbank, California	$26.5M	+$18.8K	3	7.07%	Increased