← 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
1351	VSQM V-Square Quantitative Management Chicago, Illinois	$22.5M	-$786K	7	2.14%	Reduced
1352	WIC Willis Investment Counsel Gainesville, Georgia	$22.5M	+$2.16M	1	1.07%	Increased
1353	Geneos Wealth Management Englewood, Colorado	$22.4M	-$1.62M	6	0.46%	Reduced
1354	AW Alaethes Wealth Glenbrook, Nevada	$22.4M	+$2.32M	4	6.51%	Increased
1355	Thompson Siegel & Walmsley Richmond, Virginia	$22.4M	-$3.69M	2	0.4%	Reduced
1356	GCGDR Genoa Capital Gestora de Recursos Sao Paulo,	$22.4M	+$14.3M	1	4.06%	New
1357	MWM Marietta Wealth Management Marietta, Georgia	$22.3M	-$955K	1	2.3%	Reduced
1358	ACP Albar Capital Partners London, United Kingdom	$22.3M	+$2.68M	1	2.91%	Increased
1359	RB Rodgers Brothers Harmony, Pennsylvania	$22.3M	-$681K	3	2.16%	Reduced
1360	QIM Quest Investment Management Lake Oswego, Oregon	$22.2M	+$8.31M	3	2.6%	Increased
1361	EW Evexia Wealth Stevens Point, Wisconsin	$22.2M	-$2.88M	4	6.02%	Reduced
1362	Channing Capital Management Chicago, Illinois	$22.2M	-$175M	2	0.51%	Reduced
1363	TCM Telos Capital Management San Diego, California	$22.2M	-$593K	4	1.95%	Reduced
1364	Junto Capital Management New York	$22.1M	-$137M	1	0.39%	Reduced
1365	OHIS Oak Harvest Investment Services Houston, Texas	$22.1M	+$2.34M	4	2.07%	Increased
1366	Canoe Financial Calgary, Alberta, Canada	$22M	+$5.52M	1	0.27%	Increased
1367	DFA Delta Financial Advisors New Orleans, Louisiana	$21.8M	-$502K	1	5.17%	Reduced
1368	Ingalls & Snyder LLC New York	$21.8M	-$35.2K	3	0.59%	Reduced
1369	EGA E&G Advisors Houston, Texas	$21.8M	-$74K	4	4.2%	Reduced
1370	EULAV Asset Management Sarasota, Florida	$21.7M	+$6.8M	3	0.69%	Increased
1371	JKA Jones Kertz & Associates Blaine, Minnesota	$21.6M	-$1.47M	1	9.97%	Reduced
1372	MCB Morton Community Bank East Peoria, Illinois	$21.6M	-$387K	2	4.4%	Reduced
1373	Dynasty Wealth Management St. Petersburg, Florida	$21.6M	-$1.3M	5	0.16%	Reduced
1374	SCM Steadview Capital Management London, United Kingdom	$21.6M	+$17.2M	1	6.48%	New
1375	First National Trust Hermitage, Pennsylvania	$21.5M	-$1.03M	3	0.73%	Reduced