← 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	AIM Anchor Investment Management Columbia, South Carolina	$134K	-$46.7K	1	0.05%	Reduced
1227	Quadrature Capital London, United Kingdom	$133K	-$9.62M	1	0.01%	Reduced
1228	FCMT Founders Capital Management (Texas) Houston, Texas	$125K	+$106K	3	0.11%	New
1229	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$125K	+$119K	2	0.01%	New
1230	CYG Clean Yield Group Norwich, Vermont	$124K	+$115K	1	0.05%	New
1231	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$124K	+$2.42K	9	0.05%	Increased
1232	EA Edge Advisors Atlanta, Georgia	$123K	$0	3	0.02%	Maintained
1233	FPFS First Personal Financial Services Charlotte, North Carolina	$123K	-$151K	6	0.03%	Reduced
1234	Carson Wealth (CWM LLC) Omaha, Nebraska	$121K	+$3.84K	5	0.01%	Increased
1235	BCM Bourgeon Capital Management Darien, Connecticut	$118K	+$116K	1	0.07%	New
1236	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$115K	+$106K	1	0.09%	New
1237	GAM Gemmer Asset Management Walnut Creek, California	$114K	$0	7	0.05%	Maintained
1238	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$112K	-$37K	1	0.01%	Reduced
1239	First Horizon Advisors Memphis, Tennessee	$108K	-$131K	6	0.01%	Reduced
1240	GBT Grove Bank & Trust Miami, Florida	$103K	+$43.2K	2	0.08%	Increased
1241	VWM Valley Wealth Managers Paramus, New Jersey	$101K	$0	1	0.01%	Maintained
1242	WAM Watermark Asset Management San Ramon, California	$101K	+$87K	2	0.05%	New
1243	CPP Crow Point Partners Boston, Massachusetts	$99K	+$54.6K	1	0.02%	Increased
1244	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$95K	$0	1	8.15%	Maintained
1245	AC Alexandria Capital Arlington, Virginia	$94K	$0	2	0.02%	Maintained
1246	RIM Ranger International Management Lake Forest, Illinois	$93K	$0	1	5.09%	Maintained
1247	BIG Bellwether Investment Group Chattanooga, Tennessee	$90K	+$27.5K	5	0.24%	Increased
1248	CCM Cribstone Capital Management Augusta, Maine	$89K	-$3.17K	3	0.05%	Reduced
1249	Rockefeller Financial Services New York	$83K	$0	1	0%	Maintained
1250	DSC Duncker Streett & Co St. Louis, Missouri	$82K	$0	2	0.03%	Maintained