← 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	VAM Visionary Asset Management Houston, Texas	$227K	-$178K	1	0.07%	Reduced
1302	Clearstead Advisors Cleveland, Ohio	$222K	+$192K	1	0.03%	New
1303	ABA American Beacon Advisors Irving, Texas	$221K	+$195K	2	2.64%	New
1304	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$221K	$0	1	0.06%	Maintained
1305	Robeco Schweiz Zurich, Switzerland	$221K	-$12.3K	1	0.02%	Reduced
1306	IWA Intercontinental Wealth Advisors San Antonio, Texas	$218K	+$195K	1	0.13%	New
1307	BHB Bank Hapoalim BM Tel Aviv, Israel	$217K	+$188K	1	0.05%	New
1308	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$217K	+$188K	1	0.01%	New
1309	Simplicity Solutions Minneapolis, Minnesota	$217K	-$433K	1	0.15%	Reduced
1310	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$216K	+$187K	1	0.25%	New
1311	DWM Darwin Wealth Management Tampa, Florida	$215K	+$186K	1	0.21%	New
1312	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$214K	+$110	1	0.16%	Increased
1313	CBN Cadence Bank NA Houston, Texas	$213K	-$9.37K	1	0.08%	Reduced
1314	AF Arrow Financial Glens Falls, New York	$212K	$0	1	0.05%	Maintained
1315	CA Cullinan Associates Louisville, Kentucky	$212K	+$191K	1	0.02%	New
1316	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$209K	+$181K	1	0.02%	New
1317	NIM Northeast Investment Management Boston, Massachusetts	$209K	+$187K	1	0.02%	New
1318	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$209K	+$181K	1	0.06%	New
1319	AWA ARS Wealth Advisors St. Petersburg, Florida	$208K	+$181K	1	0.08%	New
1320	BA Bristlecone Advisors Bellevue, Washington	$208K	+$185K	3	0.07%	New
1321	IGGA Iron Gate Global Advisors Nsl, Utah	$208K	+$181K	1	0.19%	New
1322	Miracle Mile Advisors Los Angeles, California	$208K	+$183K	1	0.04%	New
1323	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$208K	+$181K	1	0.18%	New
1324	Carson Wealth (CWM LLC) Omaha, Nebraska	$207K	+$13.3K	6	0.01%	Increased
1325	FPS Fieldpoint Private Securities Greenwich, Connecticut	$207K	+$105K	5	0.09%	Increased