← 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	CTA Chesley Taft & Associates Chicago, Illinois	$256K	-$945K	1	0.02%	Reduced
1377	VAS Valicenti Advisory Services Elmira, New York	$256K	$0	1	0.13%	Maintained
1378	CIM CIM Investment Management Pittsburgh, Pennsylvania	$253K	+$270K	1	0.09%	New
1379	VC Vicus Capital State College, Pennsylvania	$252K	-$11.4K	1	0.04%	Reduced
1380	FA FCG Advisors Chatham, New Jersey	$250K	-$17.4K	1	0.09%	Reduced
1381	TCM Tanaka Capital Management New York	$250K	+$24.6K	3	0.57%	Increased
1382	Chilton Capital Management Houston, Texas	$248K	-$14.5K	1	0.02%	Reduced
1383	TCOT Trust Company of Toledo Holland, Ohio	$248K	-$67.2K	1	0.06%	Reduced
1384	Granahan Investment Management Waltham, Massachusetts	$243K	-$260K	1	0.02%	Reduced
1385	BFO Biltmore Family Office Charlotte, North Carolina	$242K	+$258K	1	0.11%	New
1386	Horizon Investments Charlotte, North Carolina	$241K	+$268K	1	0.02%	New
1387	Stock Yards Bank & Trust Louisville, Kentucky	$241K	$0	1	0.03%	Maintained
1388	CPA Capital Planning Advisors Roseville, California	$240K	-$11.9K	1	0.08%	Reduced
1389	JPG Jordan Park Group San Francisco, California	$240K	+$244K	1	0.06%	New
1390	KA Kovack Advisors Ft. Lauderdale, Florida	$240K	+$254K	1	0.06%	New
1391	AAM Augustine Asset Management Jacksonville, Florida	$237K	$0	1	0.13%	Maintained
1392	ABA American Beacon Advisors Irving, Texas	$235K	+$16.7K	2	2.51%	Increased
1393	LFA Legacy Financial Advisors Covington, Kentucky	$235K	+$250K	8	0.1%	New
1394	NB NBT Bank Norwich, New York	$234K	$0	1	0.04%	Maintained
1395	WGCA Wolf Group Capital Advisors Fairfax, Virginia	$234K	$0	1	0.15%	Maintained
1396	DWM Doyle Wealth Management St. Petersburg, Florida	$232K	+$54	1	0.04%	Increased
1397	MCM Maple Capital Management Montpelier, Vermont	$231K	+$42.3K	1	0.06%	Increased
1398	Boston Financial Management Boston, Massachusetts	$230K	$0	1	0.02%	Maintained
1399	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$229K	+$242K	1	0.25%	New
1400	JCM Jacobi Capital Management Pittston, Pennsylvania	$229K	-$42.3K	4	0.07%	Reduced