← 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
1326	SNS Financial Group Minneapolis, Minnesota	$23.5M	+$15.3M	5	0.45%	Increased
1327	CX Institutional Auburn, Indiana	$23.5M	-$1.1M	6	0.68%	Reduced
1328	Dynamic Advisor Solutions Phoenix, Arizona	$23.5M	-$1.89M	6	0.66%	Reduced
1329	TIS Titan Investment Solutions London,	$23.4M	+$922K	2	2.62%	Increased
1330	LJHT Laurie J. Hall Trustee	$23.4M	-$371K	1	7.27%	Reduced
1331	Twin Tree Management Dallas, Texas	$23.4M	+$7.4M	8	0.44%	Increased
1332	SCP Steamboat Capital Partners Rye, New York	$23.2M	-$2.87M	1	4.96%	Reduced
1333	Wedmont Private Capital West Chester, Pennsylvania	$23.1M	+$401K	7	0.63%	Increased
1334	PC Promethos Capital Boston, Massachusetts	$23.1M	-$5.07M	3	6.29%	Reduced
1335	CFSG Community Financial Services Group Newport, Vermont	$23.1M	+$414K	4	3.36%	Increased
1336	Simplicity Wealth Summit, New Jersey	$23M	+$1.98M	5	0.78%	Increased
1337	WCA Westover Capital Advisors Wilmington, Delaware	$23M	+$7.58K	5	3.81%	Increased
1338	BCM Blume Capital Management Berkeley, California	$22.9M	-$4.08M	3	3.36%	Reduced
1339	ZF Zhang Financial Portage, Michigan	$22.9M	+$2.71M	4	0.67%	Increased
1340	WC Woodstock Corp Boston, Massachusetts	$22.9M	-$222K	2	1.9%	Reduced
1341	Ameritas Advisory Services Lincoln, Nebraska	$22.9M	+$7.34M	9	0.46%	Increased
1342	Douglass Winthrop Advisors New York	$22.9M	-$655K	3	0.39%	Reduced
1343	CSA Cornerstone Select Advisors St. Louis, Missouri	$22.9M	+$2.97M	4	9.62%	Increased
1344	TC Truvestments Capital Sarasota, Florida	$22.8M	+$493K	13	3.39%	Increased
1345	PCP Proficio Capital Partners Newton, Massachusetts	$22.8M	+$5.7M	5	0.82%	Increased
1346	Great Valley Advisor Group Wilmington, Delaware	$22.7M	+$3.56M	5	0.36%	Increased
1347	BCC Bridge City Capital Lake Oswego, Oregon	$22.7M	-$3.88M	2	5.19%	Reduced
1348	PIP Palisades Investment Partners Santa Monica, California	$22.7M	+$7.16M	4	6.45%	Increased
1349	LCM Legato Capital Management San Francisco, California	$22.7M	-$7.03M	9	1.88%	Reduced
1350	BIA Biondo Investment Advisors Milford, Pennsylvania	$22.6M	-$1.13M	1	2.77%	Reduced