← 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	IC Intersect Capital San Ramon, California	$285K	$0	1	0.16%	Maintained
1252	Grimes & Company Westborough, Massachusetts	$283K	-$6.92K	1	0.03%	Reduced
1253	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$282K	-$22.6K	1	0.04%	Reduced
1254	WIS Wright Investors Service Shelton, Connecticut	$282K	-$516K	1	0.1%	Reduced
1255	FFA First Foundation Advisors Irvine, California	$281K	-$1.05M	1	0.02%	Reduced
1256	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$281K	$0	1	0.06%	Maintained
1257	WCM Windsor Capital Management Phoenix, Arizona	$281K	$0	1	0.14%	Maintained
1258	GSBTD Glenview State Bank Trust Department Glenview, Illinois	$280K	$0	1	0.14%	Maintained
1259	Kingsview Wealth Management Grants Pass, Oregon	$278K	-$23K	1	0.12%	Reduced
1260	MAI Capital Management Independence, Ohio	$278K	-$12.2K	1	0.02%	Reduced
1261	MC Matisse Capital Portland, Oregon	$278K	+$244K	1	0.13%	New
1262	EMG ETF Managers Group Summit, New Jersey	$277K	+$19.6K	4	0.02%	Increased
1263	Becker Capital Management Portland, Oregon	$276K	$0	1	0.01%	Maintained
1264	PP Patten & Patten Chattanooga, Tennessee	$276K	-$45.2K	1	0.03%	Reduced
1265	Montag & Associates Atlanta, Georgia	$275K	$0	1	0.03%	Maintained
1266	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$274K	+$7.24K	1	0.04%	Increased
1267	Schonfeld Strategic Advisors New York	$274K	-$6.12M	1	0.03%	Reduced
1268	UBWV United Bank (West Virginia) Parkersburg, West Virginia	$273K	$0	1	0.11%	Maintained
1269	FA FCG Advisors Chatham, New Jersey	$271K	+$45	1	0.1%	Increased
1270	KC Kingfisher Capital Charlotte, North Carolina	$271K	$0	1	0.18%	Maintained
1271	WC Whitnell & Co Oak Brook, Illinois	$270K	$0	1	0.12%	Maintained
1272	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$267K	+$232K	1	0.1%	New
1273	VC Vicus Capital State College, Pennsylvania	$267K	-$253K	1	0.05%	Reduced
1274	Wedbush Securities Los Angeles, California	$266K	+$231K	1	0.03%	New
1275	GLA Good Life Advisors Reading, Pennsylvania	$265K	$0	1	0.1%	Maintained