← 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
1401	Evercore Wealth Management New York	$20.6M	-$380K	3	0.29%	Reduced
1402	SI Seeds Investor New York	$20.5M	+$7.22M	5	2.11%	Increased
1403	DA Denali Advisors San Diego, California	$20.5M	+$11.7M	3	2.07%	Increased
1404	Welch Group Birmingham, Alabama	$20.5M	+$1.5M	5	0.7%	Increased
1405	Salem Investment Counselors Winston Salem, North Carolina	$20.5M	+$907K	6	0.51%	Increased
1406	WC Waterloo Capital Austin, Texas	$20.5M	+$8.13M	4	1.15%	Increased
1407	CHAM Clear Harbor Asset Management Stamford, Connecticut	$20.4M	-$854K	4	1.26%	Reduced
1408	CWP Concord Wealth Partners Abingdon, Virginia	$20.3M	-$785K	5	2.33%	Reduced
1409	FWP FAS Wealth Partners Leawood, Kansas	$20.3M	+$534K	3	1.06%	Increased
1410	DF DNCA Finance Paris, France	$20.2M	+$8.77M	1	0.98%	Increased
1411	MCM Monument Capital Management Alexandria, Virginia	$20.2M	+$2.73M	3	4.07%	Increased
1412	HCM Hilton Capital Management Garden City, New York	$20.2M	-$1.54M	2	1.37%	Reduced
1413	RDWM Red Door Wealth Management Memphis, Tennessee	$20.1M	+$721K	4	1.84%	Increased
1414	DG Daventry Group New York	$20.1M	+$4.17M	2	15.2%	Increased
1415	SIM Stratos Investment Management Beachwood, Ohio	$20.1M	+$8.48M	4	0.73%	Increased
1416	ST Spinnaker Trust Portland, Maine	$20.1M	+$754K	3	0.98%	Increased
1417	WSCM Wellington Shields Capital Management New York	$20.1M	-$6.79M	5	2.55%	Reduced
1418	PA Paragon Advisors College Station, Texas	$20M	+$2.89M	2	4.2%	Increased
1419	ARG Advisory Resource Group Tulsa, Oklahoma	$20M	+$1.44M	4	3.01%	Increased
1420	NL NVWM LLC Yardley, Pennsylvania	$20M	-$1.67M	5	4.03%	Reduced
1421	ZBNA Zions Bancorporation, National Association Salt Lake City, Utah	$20M	-$2M	13	1.2%	Reduced
1422	RP Ravenswood Partners Mclean, Virginia	$19.9M	-$44.6K	2	6.37%	Reduced
1423	HJIM Henry James International Management New York	$19.9M	-$1.28M	1	5.97%	Reduced
1424	Empower Advisory Group Greenwood Village, Colorado	$19.9M	-$1.67M	5	0.05%	Reduced
1425	MJP Michael J. Puzo	$19.9M	-$258K	2	5.13%	Reduced