← 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
1301	LF Lee Financial Dallas, Texas	$26K	$0	1	0.01%	Maintained
1302	RFM Royal Fund Management Lady Lake, Florida	$25K	+$20.6K	3	0.01%	Increased
1303	ANBT American National Bank & Trust Wichita Falls, Texas	$24K	$0	1	0.01%	Maintained
1304	SSB Sandy Spring Bank Olney, Maryland	$24K	-$7.97K	3	0%	Reduced
1305	MCM MV Capital Management Bethesda, Maryland	$23K	+$754	2	0.01%	Increased
1306	SNT Security National Trust Wheeling, West Virginia	$23K	+$8.63K	2	0.01%	Increased
1307	NYLT New York Life Trust New York	$21K	-$257K	2	1.02%	Reduced
1308	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$20.6K	$0	1	0.01%	Maintained
1309	FMP Financial Management Professionals Austin, Texas	$20K	$0	3	0.01%	Maintained
1310	ARMC American Research & Management Company Marion, Massachusetts	$19K	-$8.81K	1	0.01%	Reduced
1311	AIM Arcadia Investment Management Kalamazoo, Michigan	$19K	-$16.1K	1	0.01%	Reduced
1312	BKA Brick & Kyle Associates Newtown, Pennsylvania	$19K	$0	1	0.01%	Maintained
1313	Winslow Capital Management Minneapolis, Minnesota	$19K	-$201M	1	0%	Reduced
1314	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$18K	+$16.2K	1	0.01%	New
1315	CBT Central Bank & Trust Lexington, Kentucky	$15K	$0	2	0%	Maintained
1316	H Hexavest Montreal, Quebec, Canada	$15K	$0	1	0%	Maintained
1317	MBT Monroe Bank & Trust Monroe, Michigan	$15K	$0	1	0.01%	Maintained
1318	FCB First Command Bank Fort Worth, Texas	$14K	+$9.52K	1	0.01%	Increased
1319	FCFS First Command Financial Services Fort Worth, Texas	$14K	+$9.52K	1	0.01%	Increased
1320	HS Horan Securities Cincinnati, United States	$14K	+$13.7K	1	0.02%	New
1321	QAM QCI Asset Management Pittsford, New York	$14K	-$7.18K	1	0%	Reduced
1322	SIM Sonora Investment Management Tucson, Arizona	$13.5K	+$2.35K	2	0%	Increased
1323	Avior Wealth Management Omaha, Nebraska	$13K	+$9.39K	2	0%	Increased
1324	DSI Daiwa SB Investments Tokyo, Japan	$12K	+$3.53K	1	0%	Increased
1325	M MOTCO San Antonio, Texas	$12K	+$4.51K	2	0%	Increased