← 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
MWM
MinichMacGregor Wealth Management
New York
$9K -$1.4K 1 0.01% Reduced
1377
DVM
Dreman Value Management
Florida
$8K +$8.8K 1 0% New
1378
SAM
Shamrock Asset Management
Texas
$8K $0 1 0.01% Maintained
1379
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$6K $0 1 0% Maintained
1380
BWM
Baystate Wealth Management
Massachusetts
$6K $0 2 0% Maintained
1381
WCBA
Weaver C. Barksdale & Associates
Tennessee
$6K $0 1 0.01% Maintained
1382
WAS
WESPAC Advisors SoCal
California
$6K $0 1 0% Maintained
1383
M
MOTCO
Texas
$5K -$7K 1 0% Reduced
1384
HT
Heritage Trust
Oklahoma
$4K +$4.09K 1 0% New
1385
MWM
Mascoma Wealth Management
New Hampshire
$4K +$4.1K 1 0% New
1386
CFN
Cordasco Financial Network
Florida
$3K -$3K 1 0% Reduced
1387
HWP
Hefty Wealth Partners
Indiana
$3K -$890K 1 0% Reduced
1388
SA
SRH Advisors
Kansas
$3K $0 1 0.01% Maintained
1389
SCA
Stuart Chaussee & Associates
California
$3K +$2.64K 1 0% New
1390
TIM
Tortoise Investment Management
New York
$3K +$3.04K 1 0% New
1391
RWM
Raffa Wealth Management
District of Columbia
$2.88K $0 2 0% Maintained
1392
DOA
D'Orazio & Associates
Virginia
$2K +$2.2K 1 0% New
1393
PCA
Peddock Capital Advisors
Massachusetts
$2K $0 1 0% Maintained
1394
CFD
Creative Financial Designs
Indiana
$1K $0 1 0% Maintained
1395
RIA
RPG Investment Advisory
California
$1K +$1.01K 1 0% New
1396
TFA
Transamerica Financial Advisors
Florida
$1K -$200 1 0% Reduced
1397
AGM
Alpine Global Management
New York
$0 -$268K 0 – Closed
1398
ACS
Archford Capital Strategies
Illinois
$0 -$74K 0 – Closed
1399
AAP
Ardsley Advisory Partners
Connecticut
$0 -$525K 0 – Closed
1400
Ariel Investments
Ariel Investments
Illinois
$0 -$548K 0 – Closed