← 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	DPA Delphi Private Advisors San Diego, California	$6K	-$3.84K	2	0.01%	Reduced
1277	SAM Shamrock Asset Management Dallas, Texas	$6K	$0	1	0%	Maintained
1278	TC Trust Company Manhattan, Kansas	$6K	$0	1	0%	Maintained
1279	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$5K	$0	1	0%	Maintained
1280	M MOTCO San Antonio, Texas	$5K	-$7.83K	1	0%	Reduced
1281	FPTW Franklin, Parlapiano, Turner & Welch Houston, Texas	$4K	$0	1	0%	Maintained
1282	JCM Jacobi Capital Management Pittston, Pennsylvania	$4K	-$30.2K	1	0%	Reduced
1283	ACS Archford Capital Strategies Swansea, Illinois	$3K	-$1K	3	0%	Reduced
1284	BWM Baystate Wealth Management Boston, Massachusetts	$3K	+$2.41K	1	0%	New
1285	FBT First Bank & Trust Brookings, South Dakota	$3K	+$3.04K	1	0%	New
1286	FCB First Command Bank Fort Worth, Texas	$3K	+$2.52K	1	0%	New
1287	FCFS First Command Financial Services Fort Worth, Texas	$3K	+$2.52K	1	0%	New
1288	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$3K	$0	1	0%	Maintained
1289	PFS Physicians Financial Services Raleigh, North Carolina	$3K	$0	1	0%	Maintained
1290	RFM Royal Fund Management Lady Lake, Florida	$3K	+$3.5K	2	0%	New
1291	Avior Wealth Management Omaha, Nebraska	$2K	+$1.52K	1	0%	New
1292	Chicago Partners Investment Group Chicago, Illinois	$2K	+$1.76K	1	0%	New
1293	HWP Hefty Wealth Partners Auburn, Indiana	$2K	-$1.02M	1	0%	Reduced
1294	SA SRH Advisors Salina, Kansas	$2K	$0	1	0.01%	Maintained
1295	CFD Creative Financial Designs Kokomo, Indiana	$1K	+$1.34K	1	0%	New
1296	TFA Transamerica Financial Advisors St. Petersburg, Florida	$1K	$0	1	0%	Maintained
1297	6CM 683 Capital Management New York	$0	-$114K	0	–	Closed
1298	AAM Alpine Associates Management Palm Beach, Florida	$0	-$45.3M	0	–	Closed
1299	AGM Alpine Global Management New York	$0	-$8.3M	0	–	Closed
1300	Alyeska Investment Group Chicago, Illinois	$0	-$17.6M	0	–	Closed