← 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
UBWV
United Bank (West Virginia)
West Virginia
$236K -$59.9K 1 0.1% Reduced
1227
EA
Edge Advisors
Georgia
$234K +$112K 3 0.03% Increased
1228
Grimes & Company
Grimes & Company
Massachusetts
$231K +$6.71K 1 0.03% Increased
1229
CIM
CIM Investment Management
Pennsylvania
$230K -$1.04M 1 0.08% Reduced
1230
PHK
Point72 Hong Kong
Hong Kong
$229K +$200K 8 0.24% Increased
1231
AIM
Anchor Investment Management
South Carolina
$228K +$88.6K 1 0.08% Increased
1232
IC
Intersect Capital
California
$226K +$232K 1 0.14% New
1233
BL
BFSG LLC
California
$223K +$232K 1 0.11% New
1234
MCTIC
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$223K +$229K 1 0.05% New
1235
MAI Capital Management
MAI Capital Management
Ohio
$223K +$231K 1 0.01% New
1236
GSBTD
Glenview State Bank Trust Department
Illinois
$222K $0 1 0.11% Maintained
1237
CBN
Cadence Bank NA
Texas
$220K -$11.9K 1 0.1% Reduced
1238
Becker Capital Management
Becker Capital Management
Oregon
$219K $0 1 0.01% Maintained
1239
CONA
Capital One National Association
New York
$219K +$226K 1 0.02% New
1240
PCP
Proficio Capital Partners
Massachusetts
$219K -$61.6K 5 0.09% Reduced
1241
FA
FCG Advisors
New Jersey
$218K -$3.15K 1 0.07% Reduced
1242
Montag & Associates
Montag & Associates
Georgia
$218K -$12.8K 1 0.02% Reduced
1243
Brighton Jones LLC
Brighton Jones LLC
Washington
$216K -$17.7K 1 0.03% Reduced
1244
CPA
Capital Planning Advisors
California
$215K $0 1 0.1% Maintained
1245
KC
Kingfisher Capital
North Carolina
$215K $0 1 0.15% Maintained
1246
EMG
ETF Managers Group
New Jersey
$214K +$222K 4 0.02% New
1247
WC
Whitnell & Co
Illinois
$214K $0 1 0.09% Maintained
1248
WGCA
Wolf Group Capital Advisors
Virginia
$214K -$80.5K 1 0.16% Reduced
1249
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$213K $0 1 0.05% Maintained
1250
PCFFS
Pacific Center for Financial Services
California
$212K -$14.7K 1 0.14% Reduced