← 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	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$329K	+$11.1K	3	0.04%	Increased
1227	Capital Investment Advisors Atlanta, Georgia	$326K	-$46.2K	1	0.02%	Reduced
1228	B Bellecapital Zurich, Switzerland	$323K	-$58.8K	1	0.38%	Reduced
1229	HH Hilltop Holdings Dallas, Texas	$320K	-$16.4K	1	0.1%	Reduced
1230	LBC Lowe Brockenbrough & Co Richmond, Virginia	$319K	-$6.89K	1	0.05%	Reduced
1231	OC Oakworth Capital Birmingham, Alabama	$318K	$0	4	0.08%	Maintained
1232	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$317K	-$58.4K	1	0.03%	Reduced
1233	Ingalls & Snyder LLC New York	$315K	$0	1	0.02%	Maintained
1234	TCOT Trust Company of Toledo Holland, Ohio	$313K	$0	1	0.08%	Maintained
1235	HCM Horrell Capital Management Little Rock, Arkansas	$312K	$0	1	0.17%	Maintained
1236	VNA Valley National Advisers Bethlehem, Pennsylvania	$312K	+$668	2	0.11%	Increased
1237	BAM Barrett Asset Management New York	$310K	+$57.9K	3	0.02%	Increased
1238	MA Minerva Advisors Bala Cynwyd, Pennsylvania	$309K	-$1.17M	1	0.16%	Reduced
1239	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$309K	+$268K	1	0.22%	New
1240	WA Wheatland Advisors Lancaster, Pennsylvania	$309K	$0	1	0.26%	Maintained
1241	CIM Contravisory Investment Management Norwell, Massachusetts	$305K	+$2.08K	2	0.11%	Increased
1242	AIM Anchor Investment Management Columbia, South Carolina	$302K	+$12K	1	0.09%	Increased
1243	EA Elm Advisors Burlingame, California	$300K	$0	1	0.24%	Maintained
1244	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$297K	$0	1	0.08%	Maintained
1245	FEG Financial Enhancement Group Anderson, Indiana	$295K	+$258K	1	0.12%	New
1246	Bahl & Gaynor Cincinnati, Ohio	$294K	-$21.5K	1	0%	Reduced
1247	GIP Greatmark Investment Partners Columbus, Georgia	$294K	-$60.3K	1	0.11%	Reduced
1248	Allworth Financial Folsom, California	$293K	-$57.9K	4	0.02%	Reduced
1249	CL CPWM LLC Seattle, Washington	$292K	-$46.4K	1	0.07%	Reduced
1250	SBA Seven Bridges Advisors New York	$292K	-$76.3K	1	0.25%	Reduced