← 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	WB Webster Bank Waterbury, Connecticut	$52K	$0	2	0.01%	Maintained
1402	FCMT Founders Capital Management (Texas) Houston, Texas	$48K	$0	1	0.04%	Maintained
1403	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$47K	$0	1	0.02%	Maintained
1404	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$47K	$0	2	0.02%	Maintained
1405	Arax Advisory Partners Denver, Colorado	$46K	+$3.61K	3	0.02%	Increased
1406	First Horizon Advisors Memphis, Tennessee	$46K	-$15.3K	4	0%	Reduced
1407	CS Credential Securities Vancouver,	$44.1K	-$6.83K	2	0.01%	Reduced
1408	DSI Daiwa SB Investments Tokyo, Japan	$40K	+$20.3K	2	0.01%	Increased
1409	MCM MV Capital Management Bethesda, Maryland	$40K	$0	3	0.01%	Maintained
1410	DSN D. Scott Neal Lexington, Kentucky	$39K	-$126K	1	0.02%	Reduced
1411	SSB Sandy Spring Bank Olney, Maryland	$38K	+$4.44K	3	0%	Increased
1412	Pathstone Family Office Englewood, New Jersey	$37K	-$10.9K	1	0.03%	Reduced
1413	CHC City Holding Co Charleston, West Virginia	$36K	$0	1	0.01%	Maintained
1414	LF Lee Financial Dallas, Texas	$35K	$0	1	0.01%	Maintained
1415	ANBT American National Bank & Trust Wichita Falls, Texas	$34K	$0	1	0.01%	Maintained
1416	RFM Royal Fund Management Lady Lake, Florida	$34K	-$1K	3	0.01%	Reduced
1417	AIM Arcadia Investment Management Kalamazoo, Michigan	$33K	$0	1	0.01%	Maintained
1418	FMP Financial Management Professionals Austin, Texas	$30K	+$4.1K	5	0.01%	Increased
1419	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$27K	$0	2	0%	Maintained
1420	SNT Security National Trust Wheeling, West Virginia	$27K	+$5.68K	1	0.01%	Increased
1421	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$27K	+$6.43K	1	0.01%	Increased
1422	IP Isthmus Partners Madison, Wisconsin	$26K	+$10.6K	3	0.01%	Increased
1423	ARMC American Research & Management Company Marion, Massachusetts	$21K	$0	1	0.01%	Maintained
1424	HS Horan Securities Cincinnati, United States	$20K	$0	1	0.02%	Maintained
1425	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$19K	+$45	3	0.02%	Increased