← 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	Perigon Wealth Management San Francisco, California	$71K	$0	2	0.02%	Maintained
1302	FPS Fieldpoint Private Securities Greenwich, Connecticut	$70K	+$42.5K	2	0.05%	Increased
1303	Harding Loevner Bridgewater, New Jersey	$70K	+$71.5K	1	0%	New
1304	GEA Glen Eagle Advisors Kingston, New Jersey	$68.4K	$0	2	0.05%	Maintained
1305	Salem Investment Counselors Winston Salem, North Carolina	$67K	+$14.2K	5	0.01%	Increased
1306	WAS Winch Advisory Services Appleton, Wisconsin	$67K	$0	1	0.04%	Maintained
1307	Bartlett & Co Cincinnati, Ohio	$66K	+$4.38K	2	0%	Increased
1308	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$66K	+$1.7K	2	0%	Increased
1309	NEAM New England Asset Management Farmington, Connecticut	$66K	$0	1	0%	Maintained
1310	GWS Glassman Wealth Services Vienna, Virginia	$64K	+$11.6K	4	0.04%	Increased
1311	AIL AGF Investments LLC Toronto, Ontario, Canada	$62K	+$7.67K	3	0.01%	Increased
1312	PMFA Plante Moran Financial Advisors Southfield, Michigan	$62K	+$5.26K	5	0.04%	Increased
1313	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$61K	+$6.27K	2	0.04%	Increased
1314	Simon Quick Advisors Morristown, New Jersey	$60K	$0	1	0.03%	Maintained
1315	Chicago Partners Investment Group Chicago, Illinois	$59K	+$64.2K	3	0.02%	New
1316	First Horizon Advisors Memphis, Tennessee	$57K	-$52.8K	5	0.01%	Reduced
1317	FFW Fusion Family Wealth Woodbury, New York	$54K	$0	1	0.02%	Maintained
1318	YWP YorkBridge Wealth Partners New York	$54K	-$10.3K	3	0.03%	Reduced
1319	Farmers & Merchants Investments Inc Lincoln, Nebraska	$53K	+$2.74K	6	0%	Increased
1320	FC Ferris Capital Marlborough, Massachusetts	$52K	+$53.7K	3	0.02%	New
1321	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$51K	-$121K	2	0.01%	Reduced
1322	FFC First Financial Corp Terre Haute, Indiana	$49K	$0	2	0.03%	Maintained
1323	CPP Crow Point Partners Boston, Massachusetts	$48K	-$50.8K	1	0.01%	Reduced
1324	FCB First Command Bank Fort Worth, Texas	$48K	+$34.4K	1	0.03%	Increased
1325	FCFS First Command Financial Services Fort Worth, Texas	$48K	+$34.4K	1	0.03%	Increased