← 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	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$210K	+$216K	1	0.03%	New
1252	VAS Valicenti Advisory Services Elmira, New York	$207K	+$212K	1	0.11%	New
1253	Ronald Blue & Co Roswell, Georgia	$206K	$0	1	0.01%	Maintained
1254	GLA Good Life Advisors Reading, Pennsylvania	$203K	+$209K	1	0.09%	New
1255	Tower Research Capital (TRC) New York	$202K	-$52K	7	0.02%	Reduced
1256	PVH Psagot Value Holdings Tel Aviv, Israel	$201K	$0	1	0.01%	Maintained
1257	Citizens Financial Group Providence, Rhode Island	$198K	-$75.1K	3	0.02%	Reduced
1258	Harvest Fund Management Beijing, China	$195K	+$129K	1	0.03%	Increased
1259	BAM Barrett Asset Management New York	$192K	+$199K	3	0.01%	New
1260	EWM Endurance Wealth Management Providence, Rhode Island	$192K	+$193K	2	0.03%	New
1261	BCM Bourgeon Capital Management Darien, Connecticut	$186K	+$64.5K	1	0.12%	Increased
1262	GLI Guardian Life Insurance New York	$184K	-$137K	3	0.03%	Reduced
1263	GBT Grove Bank & Trust Miami, Florida	$183K	+$86.9K	3	0.12%	Increased
1264	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$176K	$0	1	0.05%	Maintained
1265	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$170K	+$4.99K	2	0.14%	Increased
1266	Robeco Schweiz Zurich, Switzerland	$169K	-$129K	1	0.01%	Reduced
1267	AF Arrow Financial Glens Falls, New York	$168K	-$24.2K	1	0.04%	Reduced
1268	NFG Next Financial Group Houston, Texas	$164K	-$40.9K	4	0.04%	Reduced
1269	PCTC Perkins Coie Trust Company Seattle, Washington	$161K	$0	3	0.09%	Maintained
1270	ATC Adirondack Trust Company Saratoga Springs, New York	$153K	+$3.54K	2	0.12%	Increased
1271	MCF Advisors Covington, Kentucky	$152K	+$340	1	0.03%	Increased
1272	Carson Wealth (CWM LLC) Omaha, Nebraska	$150K	+$20.2K	6	0.01%	Increased
1273	OneDigital Investment Advisors Overland Park, Kansas	$149K	+$152K	3	0.04%	New
1274	DSN D. Scott Neal Lexington, Kentucky	$146K	+$150K	1	0.1%	New
1275	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$146K	+$14K	9	0.06%	Increased