← 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	EIM Essex Investment Management Boston, Massachusetts	$141K	+$140K	1	0.02%	New
1277	FPFS First Personal Financial Services Charlotte, North Carolina	$137K	+$11.5K	6	0.03%	Increased
1278	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$125K	+$3.7K	1	0.09%	Increased
1279	CPA Cowen Prime Advisors New York	$121K	-$22K	1	0.06%	Reduced
1280	BWA BDO Wealth Advisors Jacksonville, Florida	$118K	+$122K	1	0.05%	New
1281	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$115K	+$10.7K	1	8.3%	Increased
1282	Krilogy Financial St. Louis, Missouri	$114K	-$98.5K	2	0.03%	Reduced
1283	WAM Watermark Asset Management San Ramon, California	$111K	+$1.63K	3	0.05%	Increased
1284	MIC MU Investments Company Tokyo, Japan	$110K	+$35.5K	2	0.08%	Increased
1285	JCM Jacobi Capital Management Pittston, Pennsylvania	$109K	+$51.9K	4	0.04%	Increased
1286	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$109K	+$105K	1	0.07%	New
1287	AC Alexandria Capital Arlington, Virginia	$104K	$0	2	0.03%	Maintained
1288	GAM Gemmer Asset Management Walnut Creek, California	$101K	-$21.1K	7	0.04%	Reduced
1289	Rockefeller Financial Services New York	$92K	$0	1	0%	Maintained
1290	RIM Ranger International Management Lake Forest, Illinois	$91K	$0	1	0.41%	Maintained
1291	CCM Cribstone Capital Management Augusta, Maine	$89K	-$3.61K	3	0.05%	Reduced
1292	BTIS BB&T Investment Services Charlotte, North Carolina	$86K	+$15.6K	6	0.02%	Increased
1293	DSC Duncker Streett & Co St. Louis, Missouri	$86K	$0	2	0.03%	Maintained
1294	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$86K	+$627	5	0.04%	Increased
1295	WA WealthTrust-Arizona Scottsdale, Arizona	$85K	+$88.1K	4	0.04%	Increased
1296	MFW Mosaic Family Wealth St. Louis, Missouri	$81K	-$880	3	0.03%	Reduced
1297	FMA FNY Managed Accounts New York	$76K	-$177K	1	0.76%	Reduced
1298	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$76K	+$78.1K	3	0.04%	New
1299	WPA West Paces Advisors Atlanta, Georgia	$71.5K	$0	4	0.06%	Maintained
1300	ECM Estabrook Capital Management New York	$71.3K	$0	2	0.01%	Maintained