← 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
1376	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$21.5M	+$177K	7	1.05%	Increased
1377	UB Umpqua Bank Lake Oswego, Oregon	$21.5M	-$735K	2	4.81%	Reduced
1378	KHCM Kirtland Hills Capital Management Bratenahl, Ohio	$21.4M	+$454K	5	6.08%	Increased
1379	CGIM Capital Group Investment Management Raffles Quay, Singapore	$21.3M	+$2.51M	2	3.2%	Increased
1380	BFO Boston Family Office Boston, Massachusetts	$21.2M	-$54.5K	2	1.29%	Reduced
1381	AIIMS Analyst IMS Investment Management Services Tel-Aviv, Israel	$21.2M	$0	2	0.49%	Maintained
1382	WIM WealthPlan Investment Management Omaha, Nebraska	$21.2M	+$1.01M	4	1.05%	Increased
1383	Harbour Investments Madison, Wisconsin	$21.2M	-$783K	16	0.29%	Reduced
1384	BCB Brian C. Broderick	$21.1M	+$1.26M	2	3.26%	Increased
1385	AWA Acumen Wealth Advisors Chattanooga, Tennessee	$21.1M	-$1.56M	6	4.47%	Reduced
1386	HP Havemeyer Place Greenwich, Connecticut	$21.1M	+$6.55M	4	2.08%	Increased
1387	AOWM Asset One Wealth Management Bellevue, Washington	$21M	-$178K	4	2.22%	Reduced
1388	CoreCap Advisors Southfield, Michigan	$21M	-$90.5K	12	0.62%	Reduced
1389	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$21M	-$1.04M	3	3.08%	Reduced
1390	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$20.9M	-$1.03M	3	3.18%	Reduced
1391	SBI Securities Tokyo, Japan	$20.9M	+$1.74M	16	0.48%	Increased
1392	MFGM Marshall Financial Group (Maryland) Hunt Valley, Maryland	$20.9M	-$2.35M	4	3.05%	Reduced
1393	PWS Peterson Wealth Services South Ogden, Utah	$20.8M	+$187K	6	4.54%	Increased
1394	SAM Sompo Asset Management Tokyo, Japan	$20.8M	-$1.84M	3	3.42%	Reduced
1395	FCT First Community Trust Dubuque, Iowa	$20.7M	-$259K	3	9.35%	Reduced
1396	HLAM Hidden Lake Asset Management New York	$20.7M	+$7.1M	2	6.23%	Increased
1397	CCA Checchi Capital Advisers Beverly Hills, California	$20.7M	+$140K	5	0.93%	Increased
1398	SW SlateStone Wealth Jupiter, Florida	$20.7M	+$544K	3	1.58%	Increased
1399	PAP Persistent Asset Partners Hong Kong	$20.6M	+$14.3M	9	6.14%	Increased
1400	SP Steelhead Partners Seattle, Washington	$20.6M	+$19.3M	1	1.47%	New