← 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	Global Endowment Management Charlotte, North Carolina	$313K	-$157K	1	0.05%	Reduced
1327	Bahl & Gaynor Cincinnati, Ohio	$311K	+$23.3K	1	0%	Increased
1328	GSBTD Glenview State Bank Trust Department Glenview, Illinois	$311K	+$37.9K	1	0.14%	Increased
1329	BCM Breiter Capital Management Bradenton, Florida	$310K	+$331K	1	0.45%	New
1330	Canandaigua National Bank & Trust Canandaigua, New York	$310K	+$328K	1	0.06%	New
1331	IR Invictus RG Hamilton, Bermuda	$308K	+$197K	1	0.33%	Increased
1332	Cheviot Value Management Beverly Hills, California	$307K	-$54.2K	1	0.16%	Reduced
1333	MC Matisse Capital Portland, Oregon	$306K	+$31.4K	1	0.14%	Increased
1334	BAM Barrett Asset Management New York	$304K	$0	3	0.02%	Maintained
1335	AW Alpha Windward Westwood, Massachusetts	$303K	-$49.1K	2	0.18%	Reduced
1336	Smithbridge Asset Management Chadds Ford, Pennsylvania	$303K	$0	1	0.19%	Maintained
1337	MFP Michael F. Price	$298K	+$346K	1	0.04%	New
1338	MUS Mitsubishi UFJ Securities Tokyo, Japan	$297K	-$368K	2	1.25%	Reduced
1339	Natixis Investment Managers International Paris, France	$297K	-$2.79M	2	0.03%	Reduced
1340	SBA Seven Bridges Advisors New York	$296K	$0	1	0.24%	Maintained
1341	D.J. St. Germain Springfield, Massachusetts	$295K	+$313K	1	0.04%	New
1342	Resource Management Metairie, Louisiana	$295K	+$323K	1	0.06%	New
1343	EA Elm Advisors Burlingame, California	$294K	$0	1	0.22%	Maintained
1344	JFS Wealth Advisors Hermitage, Pennsylvania	$294K	$0	1	0.07%	Maintained
1345	VFPI Vantage Financial Partners (Illinois) Arlington Heights, Illinois	$294K	+$314K	1	0.19%	New
1346	Kingsview Wealth Management Grants Pass, Oregon	$292K	+$21K	1	0.1%	Increased
1347	Pathway Financial Advisors South Burlington, Vermont	$288K	+$306K	2	0.17%	New
1348	Simon Quick Advisors Morristown, New Jersey	$284K	+$98.2K	3	0.13%	Increased
1349	IC Intersect Capital San Ramon, California	$279K	$0	1	0.15%	Maintained
1350	Good Life Advisors Reading, Pennsylvania	$278K	$0	1	0.09%	Maintained