← 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	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$115K	+$13.9K	3	0.06%	Increased
1352	RE RBC Europe London, United Kingdom	$108K	+$96.4K	4	0.01%	New
1353	BTIS BB&T Investment Services Charlotte, North Carolina	$108K	+$2.82K	7	0.02%	Increased
1354	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$108K	+$1.35K	5	0.05%	Increased
1355	LPIC LeJeune Puetz Investment Counsel Traverse City, Michigan	$105K	+$91.3K	1	0.07%	New
1356	CCM Cribstone Capital Management Augusta, Maine	$100K	-$9.59K	3	0.05%	Reduced
1357	ECM Estabrook Capital Management New York	$99.1K	$0	2	0.02%	Maintained
1358	PHK Point72 Hong Kong Hong Kong	$98K	-$145K	4	0.07%	Reduced
1359	Valeo Financial Advisors Carmel, Indiana	$95K	+$84.7K	3	0.02%	New
1360	Harding Loevner Bridgewater, New Jersey	$92K	$0	1	0%	Maintained
1361	WPA West Paces Advisors Atlanta, Georgia	$91.3K	$0	4	0.07%	Maintained
1362	AWM AllSquare Wealth Management Albany, New York	$90K	+$55.6K	3	0.07%	Increased
1363	Perigon Wealth Management San Francisco, California	$89K	$0	2	0.03%	Maintained
1364	PMFA Plante Moran Financial Advisors Southfield, Michigan	$86K	+$7.59K	3	0.05%	Increased
1365	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$83K	+$6.07K	3	0%	Increased
1366	GWS Glassman Wealth Services Vienna, Virginia	$82K	+$2.68K	4	0.05%	Increased
1367	IR Invictus RG Hamilton, Bermuda	$82K	-$2M	1	0.07%	Reduced
1368	AIL AGF Investments LLC Toronto, Ontario, Canada	$81K	+$8.13K	5	0.02%	Increased
1369	BC Barnett & Company Chattanooga, Tennessee	$81K	+$70K	1	0.04%	New
1370	FCB First Command Bank Fort Worth, Texas	$81K	+$18.1K	1	0.05%	Increased
1371	FCFS First Command Financial Services Fort Worth, Texas	$81K	+$18.1K	1	0.05%	Increased
1372	KLC Knowledge Leaders Capital Denver, Colorado	$80K	+$80.6K	1	0.04%	New
1373	SBL Sargent Bickham Lagudis Boulder, Colorado	$80K	+$34.3K	3	0.01%	Increased
1374	Bartlett & Co Cincinnati, Ohio	$79K	$0	2	0%	Maintained
1375	GEA Glen Eagle Advisors Kingston, New Jersey	$77K	-$8.33K	3	0.07%	Reduced