← 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
GWS
Glassman Wealth Services
Virginia
$50K -$1.13K 3 0.03% Reduced
1277
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$49K +$38.2K 1 0% New
1278
JCM
Jacobi Capital Management
Pennsylvania
$49K +$40.9K 2 0.03% Increased
1279
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$49K +$10.8K 2 0.01% Increased
1280
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$47K -$3.32K 4 0% Reduced
1281
FFC
First Financial Corp
Indiana
$46K +$15.3K 2 0.03% Increased
1282
Balentine LLC
Balentine LLC
Georgia
$45K $0 2 0% Maintained
1283
KTC
Kistler-Tiffany Companies
Pennsylvania
$44K $0 1 0.02% Maintained
1284
TFO
Tarbox Family Office
California
$44K -$1.44K 2 0.02% Reduced
1285
OFW
Omnia Family Wealth
Florida
$43K $0 3 0.02% Maintained
1286
Pathstone Family Office
Pathstone Family Office
New Jersey
$43K +$38.7K 2 0.02% New
1287
WB
Webster Bank
Connecticut
$42K $0 2 0.01% Maintained
1288
PFSC
Peoples Financial Services Corp
Pennsylvania
$39K $0 1 0.02% Maintained
1289
BWP
Baldwin Wealth Partners
Massachusetts
$36K $0 1 0.01% Maintained
1290
CWM
Cranbrook Wealth Management
Michigan
$35K $0 1 0.02% Maintained
1291
TCCM
Timber Creek Capital Management
Massachusetts
$35K $0 1 0.03% Maintained
1292
Arax Advisory Partners
Arax Advisory Partners
Colorado
$33K +$23.1K 3 0.02% Increased
1293
MFBTD
MB Financial Bank - Trust Department
Illinois
$33K +$5.55K 2 0% Increased
1294
PHK
Point72 Hong Kong
Hong Kong
$33K -$68.6K 6 0.04% Reduced
1295
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$32K -$9.18K 1 0.01% Reduced
1296
FPS
Fieldpoint Private Securities
Connecticut
$30K +$27.7K 1 0.02% New
1297
SBL
Sargent Bickham Lagudis
Colorado
$29K $0 2 0% Maintained
1298
BG
Bollard Group
Massachusetts
$28K $0 1 0% Maintained
1299
CHC
City Holding Co
West Virginia
$27K $0 1 0.01% Maintained
1300
TJHA
Thomas J. Herzfeld Advisors
Florida
$27K +$2.46K 1 0.01% Increased