← 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
1251	GHA GW Henssler & Associates Kennesaw, Georgia	$26.5M	+$3.44K	2	1.18%	Increased
1252	Waratah Capital Advisors Toronto, Ontario, Canada	$26.4M	+$8.56M	1	0.9%	Increased
1253	KA Kovack Advisors Ft. Lauderdale, Florida	$26.4M	-$419K	5	1.27%	Reduced
1254	CFA Churchill Financial Advisors Louisville, Kentucky	$26.4M	-$24.4K	2	5.07%	Reduced
1255	MVIP Mar Vista Investment Partners Los Angeles, California	$26.4M	+$17.4M	1	2.62%	Increased
1256	GWMR GC Wealth Management RIA Cambridge, Massachusetts	$26.3M	-$1.28M	4	1.52%	Reduced
1257	Markel Group Glen Allen, Virginia	$26.3M	$0	1	0.2%	Maintained
1258	TD Private Client Wealth New York	$26.2M	+$1.47M	9	0.48%	Increased
1259	YC Yarbrough Capital Franklin, Tennessee	$26.2M	$0	2	0.78%	Maintained
1260	GIPM G2 Investment Partners Management New York	$26.1M	-$16.9M	2	4.76%	Reduced
1261	BAM BOCHK Asset Management Hong Kong	$26.1M	+$10.5M	5	4.12%	Increased
1262	M&G plc London, United Kingdom	$26.1M	-$97.5M	3	0.13%	Reduced
1263	QI Qtron Investments Boston, Massachusetts	$26M	-$3.05M	5	3.47%	Reduced
1264	CWG Cornerstone Wealth Group Huntersville, North Carolina	$26M	-$6.69M	4	1.54%	Reduced
1265	SCM Sirios Capital Management Boston, Massachusetts	$26M	-$42.2M	3	3.16%	Reduced
1266	Sowell Financial Services North Little Rock, Arkansas	$26M	-$1.79M	7	0.85%	Reduced
1267	PA PFG Advisors Phoenix, Arizona	$26M	-$2.08M	4	1.31%	Reduced
1268	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$25.9M	+$1.22M	2	0.97%	Increased
1269	1WA 180 Wealth Advisors Federal Way, Washington	$25.8M	-$268K	4	2.59%	Reduced
1270	HWM Heirloom Wealth Management Greenwood Village, Colorado	$25.7M	+$2.56M	1	3.73%	Increased
1271	LIM Leavell Investment Management Mobile, Alabama	$25.7M	-$184K	6	0.94%	Reduced
1272	GAA Green Alpha Advisors Niwot, Colorado	$25.7M	-$592K	3	17.24%	Reduced
1273	EPW Evergreen Private Wealth Greenwood Village, Colorado	$25.7M	-$1.57M	1	9.49%	Reduced
1274	RFM Royal Fund Management Lady Lake, Florida	$25.7M	+$15.1M	2	2.14%	Increased
1275	MM Monolith Management Hong Kong	$25.6M	+$16.9M	2	11.58%	Increased