← 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	PWP Private Wealth Partners Mill Valley, California	$265K	-$14.3K	1	0.05%	Reduced
1277	Steward Partners Investment Advisory New York	$264K	-$1.08M	6	0.03%	Reduced
1278	Chilton Capital Management Houston, Texas	$263K	+$231K	1	0.03%	New
1279	PCFFS Pacific Center for Financial Services San Ramon, California	$262K	-$15.3K	1	0.17%	Reduced
1280	VAS Valicenti Advisory Services Elmira, New York	$260K	$0	1	0.13%	Maintained
1281	DAC Dividend Assets Capital Ridgeland, South Carolina	$259K	+$227K	1	0.01%	New
1282	JCM Jacobi Capital Management Pittston, Pennsylvania	$258K	+$109K	5	0.09%	Increased
1283	CPA Capital Planning Advisors Roseville, California	$256K	-$12.9K	1	0.1%	Reduced
1284	WGCA Wolf Group Capital Advisors Fairfax, Virginia	$252K	-$27.4K	1	0.18%	Reduced
1285	PCP Proficio Capital Partners Newton, Massachusetts	$248K	+$10.4K	6	0.1%	Increased
1286	Stock Yards Bank & Trust Louisville, Kentucky	$246K	+$213K	1	0.03%	New
1287	ACP Ashfield Capital Partners San Francisco, California	$244K	+$214K	1	0.03%	New
1288	RWA Ropes Wealth Advisors Boston, Massachusetts	$243K	-$60.3K	5	0.07%	Reduced
1289	AAM Augustine Asset Management Jacksonville, Florida	$242K	+$210K	1	0.15%	New
1290	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$242K	+$187K	1	0.2%	New
1291	NB NBT Bank Norwich, New York	$239K	+$208K	1	0.04%	New
1292	Savant Capital Rockford, Illinois	$238K	+$207K	1	0.05%	New
1293	Brookstone Capital Management Wheaton, Illinois	$236K	+$205K	1	0.02%	New
1294	DWM Doyle Wealth Management St. Petersburg, Florida	$236K	+$205K	1	0.04%	New
1295	Boston Financial Management Boston, Massachusetts	$234K	+$203K	1	0.02%	New
1296	MCM Maple Capital Management Montpelier, Vermont	$234K	+$210K	1	0.06%	New
1297	GLI Guardian Life Insurance New York	$233K	+$904	3	0.04%	Increased
1298	IHT Wealth Management Chicago, Illinois	$232K	-$32.3K	5	0.1%	Reduced
1299	MWM Marietta Wealth Management Marietta, Georgia	$227K	+$197K	1	0.13%	New
1300	TFF The Family Firm Bethesda, Maryland	$227K	+$199K	1	0.09%	New