← 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
1276	MICM Matthews International Capital Management San Francisco, California	$25.6M	-$2.83M	2	8.77%	Reduced
1277	RSVP Ramsay Stattman Vela & Price Colorado Springs, Colorado	$25.6M	-$119K	2	4.55%	Reduced
1278	Krilogy Financial St. Louis, Missouri	$25.6M	+$550K	11	0.76%	Increased
1279	AAM Alpine Associates Management Palm Beach, Florida	$25.6M	+$20M	1	1.6%	New
1280	FAT First American Trust Santa Ana, California	$25.6M	-$2.13M	4	1.54%	Reduced
1281	LAM LOM Asset Management Hamilton,	$25.5M	-$434K	3	6.59%	Reduced
1282	Sigma Planning Corp Ann Arbor, Michigan	$25.5M	-$3.46M	7	0.64%	Reduced
1283	GCM Gibraltar Capital Management Tulsa, Oklahoma	$25.5M	-$110K	3	3.92%	Reduced
1284	SC Sagefield Capital Dallas, Texas	$25.3M	+$7.65M	1	1.88%	Increased
1285	PIA Petredis Investment Advisors Warrendale, Pennsylvania	$25.3M	+$15.7K	1	1.71%	Increased
1286	RWA River Wealth Advisors Camp Hill, Pennsylvania	$25.3M	+$1.51M	2	2.65%	Increased
1287	IECM Intrinsic Edge Capital Management Chicago, Illinois	$25.3M	+$11.3M	2	2.61%	Increased
1288	HFM Hartford Financial Management Hartford, Connecticut	$25.3M	-$3.51M	4	5.64%	Reduced
1289	Walleye Trading New York	$25.3M	-$63.8M	7	0.03%	Reduced
1290	CT Colonial Trust Spartanburg, South Carolina	$25.3M	-$392K	6	3.2%	Reduced
1291	CC Congruence Capital Los Angeles, California	$25.2M	-$3.58M	1	6.59%	Reduced
1292	WFC Western Financial Corp San Diego, California	$25.2M	-$1.87K	4	7.38%	Reduced
1293	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$25.1M	+$32.4K	7	1.16%	Increased
1294	TFA Teamwork Financial Advisors San Antonio, Texas	$25.1M	-$2.73M	4	2.28%	Reduced
1295	AAP Ardsley Advisory Partners Stamford, Connecticut	$25.1M	+$10.5M	4	2.61%	Increased
1296	ECP Elemental Capital Partners San Francisco, California	$25M	+$68.3K	1	5.25%	Increased
1297	Magnetar Financial Evanston, Illinois	$24.9M	-$61.6M	5	0.23%	Reduced
1298	SSA Sierra Summit Advisors Incline Village, Nevada	$24.8M	-$429K	2	2.77%	Reduced
1299	Sagespring Wealth Partners Franklin, Tennessee	$24.8M	+$294K	4	0.38%	Increased
1300	GMA Glassy Mountain Advisors Bethesda, Maryland	$24.7M	-$1.96M	1	6.75%	Reduced